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Invesco Preferred ETF

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
Net Calls
+$732K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Shares
Change %
PPP
301
Private Portfolio Partners
New Jersey
$411K +$390 +26 +0.1%
NCM
302
Narwhal Capital Management
Georgia
$405K +$240K +16,000 +145%
JWCA
303
J.W. Cole Advisors
Florida
$403K +$403K +26,837 New
PGAM
304
Princeton Global Asset Management
New Jersey
$401K
HI
305
Harbour Investments
Wisconsin
$399K -$14.3M -955,416 -97%
WSCM
306
Wellington Shields Capital Management
New York
$394K +$394K +26,280 New
QCIG
307
Quad-Cities Investment Group
Iowa
$388K -$10.3K -684 -3%
LF
308
Lantz Financial
Illinois
$388K
T
309
TCWP
Ohio
$385K +$385K +25,676 New
MA
310
MKT Advisors
California
$385K +$385K +26,676 New
NFG
311
Nations Financial Group
Iowa
$376K +$15.4K +1,029 +4%
MA
312
MBA Advisors
Pennsylvania
$374K
AWM
313
Axxcess Wealth Management
California
$372K +$372K +24,757 New
SAM
314
SignalPoint Asset Management
Missouri
$368K -$21.5K -1,436 -6%
SC
315
Seldon Capital
California
$365K +$365K +24,312 New
BC
316
Burney Company
Virginia
$359K -$21.4K -1,426 -6%
SWM
317
SeaCrest Wealth Management
New York
$356K -$113K -7,533 -24%
WS
318
Wedbush Securities
California
$355K -$7.43K -495 -2%
PFT
319
Providence First Trust
Arizona
$350K
WCM
320
Whitener Capital Management
North Carolina
$350K +$350K +23,350 New
LWMG
321
Levy Wealth Management Group
Pennsylvania
$347K +$46.9K +3,125 +16%
WWM
322
WT Wealth Management
Arizona
$345K
LCM
323
LCM Capital Management
Illinois
$336K +$54K +3,600 +19%
IWP
324
Insight Wealth Partners
Texas
$334K
Luther King Capital Management (LKCM)
325
Luther King Capital Management (LKCM)
Texas
$333K -$334K