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Invesco Preferred ETF

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
Net Calls
+$732K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
276
Salem Investment Counselors
North Carolina
$502K +$243K +16,220 +94%
FWM
277
Frontier Wealth Management
Missouri
$501K -$24K -1,600 -5%
CCB
278
Cutter & Co Brokerage
Missouri
$500K -$4.17K -278 -0.8%
DI
279
Disciplined Investments
Oklahoma
$500K +$500K +33,351 +416,888%
PFS
280
Prospera Financial Services
Texas
$497K +$24K +1,600 +5%
FF
281
Friedenthal Financial
New Jersey
$489K +$9.76K +651 +2%
CAAS
282
Capital Asset Advisory Services
Michigan
$486K -$706K -47,014 -59%
EWM
283
Executive Wealth Management
Michigan
$485K -$49.3K -3,290 -9%
Susquehanna International Group
284
Susquehanna International Group
Pennsylvania
$485K -$44.7K -2,981 -8%
PFC
285
Phocas Financial Corp
California
$482K -$13.5K -900 -3%
SFPG
286
Stonebridge Financial Planning Group
Florida
$477K -$379K -26,809 -44%
KWM
287
Kingsview Wealth Management
Oregon
$473K -$387K -25,758 -45%
AWE
288
Avidian Wealth Enterprises
Texas
$472K +$123K +8,187 +35%
WBCM
289
Wilson & Boucher Capital Management
California
$471K +$471K +31,400 New
PPWP
290
Proquility Private Wealth Partners
Nevada
$458K -$43.6K -3,182 -9%
SIC
291
Sterling Investment Counsel
New York
$450K +$450K +30,028 New
BEI
292
Benjamin Edwards Inc
Missouri
$442K +$8.77K +585 +2%
MCM
293
McMillion Capital Management
North Carolina
$441K
BWM
294
BCS Wealth Management
Tennessee
$441K +$3.45K +230 +0.8%
PA
295
Pinnacle Associates
New York
$441K +$6.45K +430 +1%
DAS
296
Dynamic Advisor Solutions
Arizona
$423K +$142K +9,465 +50%
AFP
297
Ausdal Financial Partners
Iowa
$419K -$18.6K -1,241 -4%
Qube Research & Technologies (QRT)
298
Qube Research & Technologies (QRT)
United Kingdom
$417K -$11.5M -769,053 -97%
LWAC
299
Laurel Wealth Advisors (California)
California
$415K +$415K +27,701 New
MAP
300
Milestone Advisory Partners
North Carolina
$414K