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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 %
SSWM
301
Sheets Smith Wealth Management
North Carolina
$191K -$11.5K -1,000 -6%
QA
302
Quantitative Advantage
Minnesota
$191K -$4.04K -352 -2%
PWA
303
Providence Wealth Advisors
Illinois
$189K +$189K +16,162 New
LNC
304
Lincoln National Corp
Pennsylvania
$189K -$171K -14,882 -48%
PFT
305
Providence First Trust
Arizona
$187K -$80.6K -7,024 -30%
LF
306
Lantz Financial
Illinois
$186K
CIA
307
Capital Investment Advisors
Georgia
$184K +$1.18K +103 +0.6%
BAAM
308
Baker Avenue Asset Management
California
$182K -$1.2M -104,426 -87%
SFP
309
Sandbox Financial Partners
Maryland
$181K
DAS
310
Dynamic Advisor Solutions
Arizona
$180K +$42.3K +3,681 +31%
RJT
311
Raymond James Trust
Florida
$179K -$6.6K -575 -4%
VWA
312
V Wealth Advisors
Kansas
$177K +$815 +71 +0.5%
LFAS
313
Level Four Advisory Services
Texas
$177K +$32.9K +2,864 +23%
VFA
314
Valeo Financial Advisors
Indiana
$175K +$367 +32 +0.2%
GG
315
GenWealth Group
New Jersey
$173K
WCG
316
Weaver Consulting Group
California
$172K
APWA
317
Atlas Private Wealth Advisors
New Jersey
$171K -$3.85K -335 -2%
BWFA
318
Baltimore-Washington Financial Advisors
Maryland
$170K +$170K +14,847 New
ACA
319
Aptus Capital Advisors
Alabama
$167K +$110K +9,601 +195%
IWM
320
IHT Wealth Management
Illinois
$166K +$13.6K +1,185 +9%
RCAG
321
Rehmann Capital Advisory Group
Michigan
$165K +$40.1K +3,490 +32%
KA
322
Kovack Advisors
Florida
$164K +$164K +14,306 New
KFS
323
Kaizen Financial Strategies
California
$164K -$183K -15,952 -53%
SF
324
Synovus Financial
Georgia
$164K -$54.8K -4,777 -25%
FUBT
325
First United Bank & Trust
Maryland
$163K -$57.7K -5,026 -26%