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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 %
Citigroup
326
Citigroup
New York
$333K +$257K +17,099 +336%
FHA
327
Flagship Harbor Advisors
Massachusetts
$332K +$332K +22,122 New
CRWM
328
Castle Rock Wealth Management
California
$331K +$331K +22,692 New
CFO
329
CVA Family Office
Colorado
$329K
BCM
330
Brookstone Capital Management
Illinois
$324K +$65K +4,402 +25%
TFS
331
TrustCore Financial Services
Tennessee
$323K +$2.52K +168 +0.8%
Fidelity Investments
332
Fidelity Investments
Massachusetts
$322K +$135K +8,999 +72%
CPO
333
Cerity Partners OCIO
New York
$314K +$2.67K +178 +0.9%
MW
334
Marcum Wealth
Ohio
$314K +$314K +20,930 New
BOPW
335
Brandywine Oak Private Wealth
Pennsylvania
$312K -$30.8K -2,056 -9%
DWM
336
Drive Wealth Management
Utah
$308K +$308K +20,523 New
NDSI
337
Newman Dignan & Sheerar Inc
Rhode Island
$307K -$12.9K -860 -4%
AWA
338
Arete Wealth Advisors
Illinois
$305K +$305K +20,394 New
Allspring Global Investments
339
Allspring Global Investments
North Carolina
$304K +$304K +20,300 New
OPWM
340
Oxinas Partners Wealth Management
Indiana
$303K +$17.2K +1,144 +6%
SC
341
Scotia Capital
Ontario, Canada
$302K -$16.9K -1,129 -5%
NSIM
342
North Star Investment Management
Illinois
$300K +$1.79K +119 +0.6%
FCA
343
FLC Capital Advisors
California
$299K
GPA
344
Guidance Point Advisors
Massachusetts
$299K +$26.3K +1,755 +10%
RTS
345
Round Table Services
New Jersey
$294K
IWM
346
IHT Wealth Management
Illinois
$290K -$38.3K -2,554 -12%
GLA
347
Good Life Advisors
Pennsylvania
$290K +$77.3K +5,150 +36%
CHJWM
348
Carlton Hofferkamp & Jenks Wealth Management
Texas
$287K
FFS
349
Founders Financial Securities
Maryland
$285K -$273K -18,196 -49%
SA
350
SWM Advisors
Florida
$284K +$284K +20,398 New