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Invesco Preferred ETF

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
276
TrustCore Financial Services
Tennessee
$251K +$2.72K +243 +1%
CHJWM
277
Carlton Hofferkamp & Jenks Wealth Management
Texas
$247K
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$245K -$105K -89,508 -30%
ASN
279
Advisory Services Network
Georgia
$241K -$10.4K -926 -4%
NFSG
280
Newbridge Financial Services Group
Florida
$239K +$30K +2,679 +14%
GJIA
281
Glass Jacobson Investment Advisors
Maryland
$236K +$236K +21,139 New
HI
282
Harbour Investments
Wisconsin
$235K +$3.28K +293 +1%
BOPW
283
Brandywine Oak Private Wealth
Pennsylvania
$231K -$1.4K -125 -0.6%
BAM
284
Baldrige Asset Management
Pennsylvania
$228K +$65.3K +5,853 +40%
PWM
285
Perigon Wealth Management
California
$224K +$224K +20,033 New
CSPAM
286
Cary Street Partners Asset Management
Virginia
$224K +$44.7K +4,000 +25%
EW
287
Evoke Wealth
California
$222K +$170K +15,228 +330%
MFGM
288
Marshall Financial Group (Maryland)
Maryland
$221K -$65.1K -5,819 -23%
AFP
289
Ausdal Financial Partners
Iowa
$220K +$3.15K +282 +1%
ACA
290
Atlas Capital Advisors
Wyoming
$219K +$219K +19,597 New
WWM
291
Windsor Wealth Management
Indiana
$218K +$218K +18,235 New
AWM
292
Apollon Wealth Management
South Carolina
$217K +$81.8K +7,313 +60%
FUBT
293
First United Bank & Trust
Maryland
$215K -$56.2K -5,024 -21%
SF
294
Synovus Financial
Georgia
$213K
NSIM
295
North Star Investment Management
Illinois
$207K +$1.58K +141 +0.8%
PAS
296
Park Avenue Securities
New York
$206K +$206K +18,453 New
SWM
297
SeaCrest Wealth Management
New York
$205K -$1.44K -129 -0.7%
SC
298
Sierra Capital
Florida
$201K +$52.5K +4,700 +35%
AWM
299
Activest Wealth Management
Florida
$200K
LCM
300
LCM Capital Management
Illinois
$200K -$1.12K -100 -0.6%