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Invesco Preferred ETF

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
CPRC
276
Consolidated Portfolio Review Corp
New York
$229K +$229K +19,921 New
EW
277
Evoke Wealth
California
$228K
MFGM
278
Marshall Financial Group (Maryland)
Maryland
$227K
CIC
279
Carnegie Investment Counsel
Ohio
$227K -$33.6K -2,923 -13%
BAM
280
Baldrige Asset Management
Pennsylvania
$226K -$8.42K -734 -4%
HI
281
Harbour Investments
Wisconsin
$224K -$17.2K -1,495 -7%
CHJWM
282
Carlton Hofferkamp & Jenks Wealth Management
Texas
$219K
AFG
283
ABLE Financial Group
Arizona
$218K +$218K +18,946 New
FIA
284
Foundations Investment Advisors
Arizona
$216K +$216K +18,803 New
Citadel Advisors
285
Citadel Advisors
Florida
$214K -$703K -61,227 -77%
NSIM
286
North Star Investment Management
Illinois
$214K +$1.55K +135 +0.7%
LPAM
287
Lodestar Private Asset Management
California
$212K -$107K -9,320 -34%
PA
288
PFG Advisors
Arizona
$212K -$76.5K -6,667 -27%
WWM
289
Windsor Wealth Management
Indiana
$209K -$1.91K -165 -0.9%
CCA
290
Clearwater Capital Advisors
Illinois
$206K -$853K -74,327 -81%
LCM
291
LCM Capital Management
Illinois
$205K
SWM
292
SeaCrest Wealth Management
New York
$205K -$5.11K -445 -2%
CAM
293
Cresset Asset Management
Illinois
$204K +$2.33K +203 +1%
IAG
294
Investmark Advisory Group
Connecticut
$204K +$895 +78 +0.4%
YWM
295
Yoder Wealth Management
California
$203K +$203K +17,700 New
GLA
296
Good Life Advisors
Pennsylvania
$201K -$1.01K -88 -0.5%
BFG
297
Bleakley Financial Group
New Jersey
$200K -$114K -9,900 -36%
CFO
298
CVA Family Office
Colorado
$195K
SFPG
299
Stonebridge Financial Planning Group
Florida
$193K -$7.81K -680 -4%
MCM
300
McMillion Capital Management
North Carolina
$192K