PGX icon

Invesco Preferred ETF

412 hedge funds and large institutions have $2.35B invested in Invesco Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
8.47%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.39%
New
61
Increased
146
Reduced
130
Closed
46
Calls
$395K
Puts
$291K
Net Calls
+$104K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Shares
Change %
CB
351
CNB Bank
Pennsylvania
$61K
AWA
352
Arkadios Wealth Advisors
Georgia
$60K +$42.2K +2,972 +238%
PO
353
Private Ocean
California
$56K -$38.5K -2,766 -41%
PFSC
354
Peoples Financial Services Corp
Pennsylvania
$56K
SAM
355
S.A. Mason
Michigan
$54K -$4.99K -350 -8%
CFA
356
Carroll Financial Associates
North Carolina
$53K
GI
357
Gradient Investments
Minnesota
$52K
RCA
358
Ranch Capital Advisors
Florida
$52K
BWM
359
BerganKDV Wealth Management
Minnesota
$50K -$65.7K -4,665 -57%
AA
360
Ancora Advisors
Ohio
$50K
LWS
361
Lucia Wealth Services
California
$49K
SA
362
SRH Advisors
Kansas
$49K
Simplex Trading
363
Simplex Trading
Illinois
$45K +$45K +3,190 New
GEA
364
Glen Eagle Advisors
New Jersey
$42.4K
FMP
365
Financial Management Professionals
Texas
$42K +$42K +2,954 New
JCM
366
Jacobi Capital Management
Pennsylvania
$40K -$11.1K -790 -22%
HWA
367
HHM Wealth Advisors
Tennessee
$39K
TH
368
TCTC Holdings
Texas
$39K +$39K +2,775 New
ACA
369
Aptus Capital Advisors
Alabama
$35K
EP
370
Eudaimonia Partners
Tennessee
$32K -$2.2K -155 -6%
WEC
371
Winslow Evans & Crocker
Massachusetts
$32K
PA
372
Procyon Advisors
Connecticut
$31K +$31K +2,203 New
IF
373
Ironwood Financial
Arizona
$30K
CCMW
374
Cypress Capital Management (Wyoming)
Wyoming
$28K
EW
375
Evoke Wealth
California
$27K +$890 +62 +3%