PGX icon

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 %
PA
326
Parallel Advisors
California
$167K -$22.6K -2,025 -12%
PPP
327
Private Portfolio Partners
New Jersey
$164K +$470 +42 +0.3%
VIA
328
Vickerman Investment Advisors
Washington
$160K +$160K +14,295 New
QIM
329
Quest Investment Management
Oregon
$158K
KPWS
330
Kestra Private Wealth Services
Texas
$157K +$20.7K +1,850 +15%
HWMA
331
Heritage Wealth Management (Arizona)
Arizona
$157K +$78.3K +7,000 +100%
WS
332
Wedbush Securities
California
$156K -$50.8K -4,553 -25%
SWA
333
Stratos Wealth Advisors
Ohio
$155K +$155K +13,890 New
CFG
334
Carr Financial Group
Massachusetts
$153K +$153K +13,698 New
CWS
335
Cypress Wealth Services
California
$151K +$18.4K +1,650 +14%
MG
336
Mather Group
Illinois
$150K -$4.96K -444 -3%
IWM
337
IHT Wealth Management
Illinois
$148K -$26.8K -2,399 -15%
SGWM
338
Sterling Group Wealth Management
California
$147K +$147K +13,177 New
CAG
339
Curtis Advisory Group
California
$146K -$555K -49,609 -79%
PG
340
Prostatis Group
Maryland
$145K +$15.5K +1,382 +12%
GWSG
341
GPS Wealth Strategies Group
Colorado
$144K +$34.2K +3,055 +31%
PCM
342
Prelude Capital Management
New York
$143K +$30.7K +2,750 +28%
Mirae Asset Global Investments
343
Mirae Asset Global Investments
South Korea
$142K
LFAS
344
Level Four Advisory Services
Texas
$140K +$6.71K +600 +5%
OFG
345
Orcam Financial Group
California
$140K
WSC
346
Wellington Shields & Co
New York
$139K
WWM
347
Western Wealth Management
Colorado
$139K -$139K -12,422 -50%
CCB
348
Cutter & Co Brokerage
Missouri
$139K -$7.66K -685 -5%
WPC
349
White Pine Capital
Minnesota
$138K -$12.3K -1,100 -8%
ISWM
350
Independent Solutions Wealth Management
New York
$138K -$1.16M -103,439 -89%