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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 %
MA
351
MUFG Americas
New York
$283K
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$277K -$438K -29,226 -61%
FA
353
Fermata Advisors
California
$276K +$53K +3,530 +24%
CIA
354
Capital Investment Advisors
Georgia
$272K -$36.5K -2,432 -12%
LFG
355
Lockerman Financial Group
California
$269K +$269K +17,940 New
IA
356
IFG Advisory
Georgia
$267K +$5.24K +350 +2%
AL
357
Aspiriant LLC
California
$266K +$266K +17,767 New
LWP
358
Legacy Wealth Planning
Nevada
$264K -$21.8K -1,453 -8%
TWA
359
TCI Wealth Advisors
Arizona
$261K -$960 -64 -0.4%
DFA
360
DHJJ Financial Advisors
Illinois
$259K -$4.49K -300 -2%
MIA
361
MainStreet Investment Advisors
Illinois
$259K +$5.85K +390 +2%
FI
362
Financial Insights
Washington
$258K -$5.67K -377 -2%
AFC
363
AFT Forsyth & Company
Florida
$253K -$101K -6,750 -29%
CL
364
CIM LLC
New York
$251K
MOS
365
MGO One Seven
Ohio
$251K +$45 +3 +0%
VVP
366
Venture Visionary Partners
Ohio
$250K
TWP
367
Tempus Wealth Planning
California
$244K
BWA
368
BDO Wealth Advisors
Florida
$240K
EIP
369
Ellis Investment Partners
Pennsylvania
$240K +$2.74K +183 +1%
MAM
370
Marquette Asset Management
Minnesota
$236K
AFG
371
Alterity Financial Group
Maine
$236K +$236K +15,759 New
HIM
372
Hillsdale Investment Management
Ontario, Canada
$235K -$45.8K -3,050 -16%
ACA
373
Atlas Capital Advisors
Wyoming
$230K -$5.18M -345,069 -96%
MGIA
374
Matthew Goff Investment Advisor
Texas
$229K
OFA
375
Oak Family Advisors
Illinois
$229K