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Invesco Preferred ETF

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Shares
Change %
MFGM
276
Marshall Financial Group (Maryland)
Maryland
$224K
WWM
277
Windsor Wealth Management
Indiana
$224K +$18.9K +1,663 +9%
CRWM
278
Castle Rock Wealth Management
California
$224K -$9.51K -851 -4%
B
279
Bensler
Washington
$223K -$6.86K -603 -3%
CAP
280
Columbia Advisory Partners
Washington
$222K -$115K -10,106 -34%
FAIM
281
Financial Advocates Investment Management
Washington
$219K +$219K +19,233 New
CIC
282
Carnegie Investment Counsel
Ohio
$218K -$6.07K -534 -3%
SS
283
Sunbelt Securities
Texas
$218K -$98.9K -8,696 -31%
CCM
284
Compton Capital Management
Rhode Island
$216K -$1.38M -121,445 -86%
AFG
285
ABLE Financial Group
Arizona
$215K
NSIM
286
North Star Investment Management
Illinois
$214K +$1.71K +150 +0.8%
GLA
287
Good Life Advisors
Pennsylvania
$214K +$14.8K +1,304 +7%
CCM
288
Crabel Capital Management
California
$212K +$212K +18,617 New
GJIA
289
Glass Jacobson Investment Advisors
Maryland
$211K +$211K +18,564 New
WC
290
Waterloo Capital
Texas
$210K +$210K +18,474 New
SAM
291
SignalPoint Asset Management
Missouri
$207K -$105K -9,260 -34%
CAM
292
Cresset Asset Management
Illinois
$205K +$2.24K +197 +1%
IAG
293
Investmark Advisory Group
Connecticut
$204K +$2.31K +203 +1%
LCM
294
LCM Capital Management
Illinois
$204K
YWM
295
Yoder Wealth Management
California
$201K
PA
296
Parallel Advisors
California
$201K -$77.6K -6,824 -28%
SWM
297
SeaCrest Wealth Management
New York
$199K -$4.29K -377 -2%
OPWM
298
Oxinas Partners Wealth Management
Indiana
$198K +$72.1K +6,338 +57%
CHJWM
299
Carlton Hofferkamp & Jenks Wealth Management
Texas
$196K -$26.5K -2,350 -12%
WWM
300
Western Wealth Management
Colorado
$194K +$61.2K +5,386 +46%