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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 %
CFO
301
CVA Family Office
Colorado
$193K
MCM
302
McMillion Capital Management
North Carolina
$190K
SSWM
303
Sheets Smith Wealth Management
North Carolina
$190K
UCFA
304
United Capital Financial Advisors
Texas
$189K +$57K +5,016 +43%
LNC
305
Lincoln National Corp
Pennsylvania
$189K +$2.3K +202 +1%
LF
306
Lantz Financial
Illinois
$184K
CPRC
307
Consolidated Portfolio Review Corp
New York
$184K -$42.8K -3,762 -19%
GCA
308
Greenwood Capital Associates
South Carolina
$180K +$51.7K +4,543 +40%
DAS
309
Dynamic Advisor Solutions
Arizona
$179K +$796 +70 +0.4%
VAS
310
Vestmark Advisory Solutions
Massachusetts
$178K +$57.4K +5,048 +48%
RJT
311
Raymond James Trust
Florida
$177K
DI
312
DFPG Investments
Utah
$176K +$176K +15,492 New
LFAS
313
Level Four Advisory Services
Texas
$175K +$23 +2 +0%
FIA
314
Foundations Investment Advisors
Arizona
$174K -$39.6K -3,480 -19%
BWFA
315
Baltimore-Washington Financial Advisors
Maryland
$172K +$2.71K +238 +2%
GG
316
GenWealth Group
New Jersey
$171K
VWA
317
V Wealth Advisors
Kansas
$171K -$4.51K -397 -3%
WCG
318
Weaver Consulting Group
California
$170K
TW
319
TrinityPoint Wealth
Connecticut
$169K +$39K +3,434 +30%
CSIA
320
Charles Schwab Investment Advisory
California
$168K +$168K +14,764 New
GBWM
321
Granite Bay Wealth Management
New Hampshire
$166K +$166K +14,570 New
AWM
322
Avior Wealth Management
Nebraska
$166K -$118K -10,432 -42%
RCAG
323
Rehmann Capital Advisory Group
Michigan
$162K -$1.64K -144 -1%
RPCA
324
Running Point Capital Advisors
California
$160K
KFS
325
Kaizen Financial Strategies
California
$160K -$3.56K -312 -2%