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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 %
IAG
301
Investmark Advisory Group
Connecticut
$198K +$198K +17,694 New
SSWM
302
Sheets Smith Wealth Management
North Carolina
$198K -$11.2K -1,000 -5%
CAM
303
Cresset Asset Management
Illinois
$197K -$20.3K -1,815 -9%
GLA
304
Good Life Advisors
Pennsylvania
$197K -$13.2K -1,180 -6%
SFPG
305
Stonebridge Financial Planning Group
Florida
$195K -$83.9K -7,505 -30%
UCFA
306
United Capital Financial Advisors
Texas
$191K +$18K +1,608 +10%
CFO
307
CVA Family Office
Colorado
$190K -$55.2K -4,940 -23%
QA
308
Quantitative Advantage
Minnesota
$190K +$190K +16,961 New
MCM
309
McMillion Capital Management
North Carolina
$187K -$14.8K -1,325 -7%
PTC
310
Private Trust Company
Ohio
$182K +$25.5K +2,280 +16%
RJT
311
Raymond James Trust
Florida
$181K -$142K -12,692 -44%
LF
312
Lantz Financial
Illinois
$181K
Bank of New York Mellon
313
Bank of New York Mellon
New York
$179K -$11.7K -1,044 -6%
CIA
314
Capital Investment Advisors
Georgia
$178K -$16.8K -1,503 -9%
SFP
315
Sandbox Financial Partners
Maryland
$176K +$176K +15,771 New
HIF
316
Hill Island Financial
Michigan
$176K
EPWM
317
Essex Private Wealth Management
Massachusetts
$174K
CFGS
318
Concourse Financial Group Securities
Alabama
$173K +$15K +1,344 +9%
AWA
319
Aletheian Wealth Advisors
Washington
$173K -$93.3K -8,341 -35%
VWA
320
V Wealth Advisors
Kansas
$172K +$827 +74 +0.5%
APWA
321
Atlas Private Wealth Advisors
New Jersey
$170K -$1.19M -106,612 -88%
VFA
322
Valeo Financial Advisors
Indiana
$170K
GG
323
GenWealth Group
New Jersey
$168K
MGIA
324
Matthew Goff Investment Advisor
Texas
$168K
WCG
325
Weaver Consulting Group
California
$167K