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Invesco Preferred ETF

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAG
276
Northstar Advisory Group
New Jersey
$465K +$59.7K +3,891 +15%
FF
277
Friedenthal Financial
New Jersey
$464K +$49.3K +3,223 +12%
SRC
278
Shufro Rose & Co
New York
$461K +$105K +6,820 +29%
OPA
279
Old Port Advisors
Maine
$455K +$242K +15,821 +114%
CAN
280
Claraphi Advisory Network
United States
$454K -$47.1K -3,072 -9%
PPP
281
Private Portfolio Partners
New Jersey
$446K +$429 +28 +0.1%
PIA
282
Pinion Investment Advisors
Kansas
$444K -$88.5K -5,784 -17%
Bank of New York Mellon
283
Bank of New York Mellon
New York
$437K +$5.8K +379 +1%
AFP
284
Ausdal Financial Partners
Iowa
$437K +$64.2K +4,187 +17%
5L
285
55I LLC
Massachusetts
$437K +$91.9K +5,993 +27%
PA
286
Pinnacle Associates
New York
$436K -$13.3K -871 -3%
WA
287
Wealthstar Advisors
Texas
$435K +$435K +28,367 New
Mariner
288
Mariner
Kansas
$425K -$245 -16 -0.1%
MAP
289
Milestone Advisory Partners
North Carolina
$423K
BWM
290
BCS Wealth Management
Tennessee
$421K
PSIWM
291
Paradigm Strategies in Wealth Management
Minnesota
$418K -$1.13M -73,521 -73%
FA
292
Fermata Advisors
California
$416K +$416K +27,140 New
PGAM
293
Princeton Global Asset Management
New Jersey
$410K
SAM
294
SignalPoint Asset Management
Missouri
$405K -$15.6K -1,014 -4%
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
$402K -$403K -26,305 -50%
IWM
296
IHT Wealth Management
Illinois
$400K -$252K -16,442 -39%
LF
297
Lantz Financial
Illinois
$398K -$1.53K -100 -0.4%
PFS
298
Prospera Financial Services
Texas
$395K +$51K +3,327 +15%
JWCA
299
J.W. Cole Advisors
Florida
$395K +$96.3K +6,294 +32%
CRWM
300
Castle Rock Wealth Management
California
$389K -$1.6M -106,056 -80%