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Invesco Preferred ETF

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFC
301
AFT Forsyth & Company
Florida
$355K
PFT
302
Providence First Trust
Arizona
$351K
AWE
303
Avidian Wealth Enterprises
Texas
$350K +$62K +4,124 +22%
WWM
304
WT Wealth Management
Arizona
$345K +$24.7K +1,646 +8%
IWP
305
Insight Wealth Partners
Texas
$335K
Luther King Capital Management (LKCM)
306
Luther King Capital Management (LKCM)
Texas
$334K
KFC
307
Klingenstein Fields & Co
New York
$331K -$18.1K -1,200 -5%
IWM
308
IHT Wealth Management
Illinois
$329K -$63.5K -4,221 -16%
CFO
309
CVA Family Office
Colorado
$323K
5L
310
55I LLC
Massachusetts
$321K -$108K -7,181 -25%
NDSI
311
Newman Dignan & Sheerar Inc
Rhode Island
$321K -$6.61K -440 -2%
TFS
312
TrustCore Financial Services
Tennessee
$321K +$27.1K +1,803 +9%
SC
313
Scotia Capital
Ontario, Canada
$320K -$5.31K -353 -2%
CF
314
Centaurus Financial
California
$314K -$43.2K -2,869 -12%
CPO
315
Cerity Partners OCIO
New York
$311K +$2.76K +184 +0.9%
CIA
316
Capital Investment Advisors
Georgia
$309K -$16K -1,064 -5%
BOPW
317
Brandywine Oak Private Wealth
Pennsylvania
$305K
LWMG
318
Levy Wealth Management Group
Pennsylvania
$301K +$301K +20,016 New
FCA
319
FLC Capital Advisors
California
$299K -$10.2K -681 -3%
CHJWM
320
Carlton Hofferkamp & Jenks Wealth Management
Texas
$299K
NSIM
321
North Star Investment Management
Illinois
$298K +$1.85K +123 +0.6%
RTS
322
Round Table Services
New Jersey
$295K
GCA
323
Greenwood Capital Associates
South Carolina
$290K -$17.4K -1,155 -6%
OPWM
324
Oxinas Partners Wealth Management
Indiana
$286K -$1.07M -70,958 -79%
LWP
325
Legacy Wealth Planning
Nevada
$286K -$19.2K -1,279 -6%