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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 %
QIM
326
Quest Investment Management
Oregon
$162K
RPCA
327
Running Point Capital Advisors
California
$162K -$115K -10,000 -42%
PCM
328
Palouse Capital Management
Washington
$156K
MGIA
329
Matthew Goff Investment Advisor
Texas
$155K -$18.2K -1,584 -11%
TWM
330
Tradition Wealth Management
Minnesota
$154K -$266K -23,192 -63%
MG
331
Mather Group
Illinois
$154K -$149 -13 -0.1%
SGWM
332
Sterling Group Wealth Management
California
$153K +$1.87K +163 +1%
SC
333
Sierra Capital
Florida
$153K -$54.1K -4,700 -26%
SWA
334
Stratos Wealth Advisors
Ohio
$152K -$7.15K -623 -4%
VVP
335
Venture Visionary Partners
Ohio
$149K +$149K +12,987 New
RWIA
336
Roger Wittlin Investment Advisory
California
$148K +$148K +12,935 New
HIF
337
Hill Island Financial
Michigan
$146K -$32.5K -2,863 -18%
SEM
338
Suncoast Equity Management
Florida
$146K +$146K +12,695 New
CCB
339
Cutter & Co Brokerage
Missouri
$143K +$723 +63 +0.5%
WSC
340
Wellington Shields & Co
New York
$143K
WS
341
Wedbush Securities
California
$141K -$19.9K -1,731 -12%
CAG
342
Curtis Advisory Group
California
$141K -$8.81K -767 -6%
CWS
343
Cypress Wealth Services
California
$140K -$14.9K -1,300 -10%
ESB
344
Essex Savings Bank
Connecticut
$139K +$21.2K +1,847 +18%
PG
345
Prostatis Group
Maryland
$138K -$6.1K -550 -4%
BA
346
Bristlecone Advisors
Washington
$136K +$136K +11,806 New
WWM
347
Western Wealth Management
Colorado
$134K -$8.5K -740 -6%
UCFA
348
United Capital Financial Advisors
Texas
$134K -$62.2K -5,422 -32%
GWSG
349
GPS Wealth Strategies Group
Colorado
$133K -$14.4K -1,258 -10%
SOS
350
Silver Oak Securities
Tennessee
$133K