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Invesco Preferred ETF

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RTS
326
Round Table Services
New Jersey
$301K
CHJWM
327
Carlton Hofferkamp & Jenks Wealth Management
Texas
$300K
TFS
328
TrustCore Financial Services
Tennessee
$300K +$231K +15,069 +335%
NFG
329
Nations Financial Group
Iowa
$298K +$138 +9 +0%
AWA
330
Arete Wealth Advisors
Illinois
$296K -$20.3K -1,815 -6%
AWE
331
Avidian Wealth Enterprises
Texas
$293K +$28.6K +1,872 +11%
RCAG
332
Rehmann Capital Advisory Group
Michigan
$292K +$1.5K +98 +0.5%
BAM
333
Belpointe Asset Management
Nevada
$285K +$127K +8,298 +80%
MA
334
MUFG Americas
New York
$280K
ASN
335
Advisory Services Network
Georgia
$279K +$643 +42 +0.2%
BEI
336
Benjamin Edwards Inc
Missouri
$279K +$20K +1,307 +8%
DAS
337
Dynamic Advisor Solutions
Arizona
$277K +$12.5K +815 +5%
MOS
338
MGO One Seven
Ohio
$273K +$25.1K +1,643 +10%
DFA
339
DHJJ Financial Advisors
Illinois
$270K +$11.5K +750 +4%
TWA
340
TCI Wealth Advisors
Arizona
$267K
LFAS
341
Level Four Advisory Services
Texas
$267K +$6.87K +448 +3%
BA
342
Bluesphere Advisors
Pennsylvania
$266K -$286K -18,685 -52%
MC
343
Moors & Cabot
Massachusetts
$265K -$29.3K -1,907 -10%
CWA
344
Clearview Wealth Advisors
Oregon
$264K -$2K -130 -0.8%
GPA
345
Guidance Point Advisors
Massachusetts
$264K +$1.49K +97 +0.6%
CL
346
CIM LLC
New York
$263K
MA
347
MONECO Advisors
Connecticut
$257K -$18.5K -1,207 -7%
VVP
348
Venture Visionary Partners
Ohio
$256K -$10.5K -688 -4%
SF
349
Synovus Financial
Georgia
$256K
GA
350
Greytown Advisors
Florida
$253K