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Invesco Preferred ETF

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
Net Calls
+$795K
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
276
North Star Investment Management
Illinois
$250K +$1.8K +146 +0.7%
TP
277
Tranquility Partners
Tennessee
$249K +$249K +20,178 New
CHJWM
278
Carlton Hofferkamp & Jenks Wealth Management
Texas
$247K
FCA
279
FLC Capital Advisors
California
$246K
CAM
280
Cresset Asset Management
Illinois
$245K -$10.9M -885,599 -98%
DWM
281
Drive Wealth Management
Utah
$245K -$10K -812 -4%
RTS
282
Round Table Services
New Jersey
$242K
AFP
283
Ausdal Financial Partners
Iowa
$240K -$65.8K -5,338 -22%
WS
284
Wedbush Securities
California
$237K -$11K -893 -4%
Bank of New York Mellon
285
Bank of New York Mellon
New York
$234K +$14.6K +1,182 +7%
AWA
286
Aletheian Wealth Advisors
Washington
$232K +$232K +18,797 New
QCIG
287
Quad-Cities Investment Group
Iowa
$231K -$17.1K -1,388 -7%
SWM
288
SeaCrest Wealth Management
New York
$227K -$15.4K -1,246 -6%
SF
289
Synovus Financial
Georgia
$227K +$58.3K +4,739 +35%
AIP
290
Ahrens Investment Partners
Louisiana
$226K +$35.9K +2,908 +19%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$225K +$58.4K +4,739 +35%
AL
292
Aspiriant LLC
California
$223K
SC
293
Scotia Capital
Ontario, Canada
$223K +$358 +29 +0.2%
LCM
294
LCM Capital Management
Illinois
$222K -$54.3K -4,400 -20%
LFG
295
Lockerman Financial Group
California
$221K
AAM
296
Autus Asset Management
Arizona
$217K
PPP
297
Private Portfolio Partners
New Jersey
$214K -$158K -12,777 -42%
CIA
298
Capital Investment Advisors
Georgia
$214K -$2.05K -166 -0.9%
LF
299
Lantz Financial
Illinois
$212K -$33K -2,675 -13%
SA
300
SWM Advisors
Florida
$210K -$41.2K -3,346 -16%