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Invesco Preferred ETF

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
Net Calls
+$795K
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
351
RBA Wealth Management
California
$148K -$32.2K -2,619 -18%
LFAS
352
Level Four Advisory Services
Texas
$147K
AWA
353
Alta Wealth Advisors
Massachusetts
$145K -$2.76K -223 -2%
CWC
354
Carolinas Wealth Consulting
North Carolina
$143K +$124 +10 +0.1%
PG
355
Prostatis Group
Maryland
$143K +$111 +9 +0.1%
OBWG
356
Onyx Bridge Wealth Group
New York
$142K +$142K +11,118 New
PTC
357
Private Trust Company
Ohio
$142K +$142K +11,524 New
TW
358
TrinityPoint Wealth
Connecticut
$141K -$3.64K -295 -3%
CCA
359
Conestoga Capital Advisors
Pennsylvania
$140K +$140K +11,350 New
JWCA
360
J.W. Cole Advisors
Florida
$137K -$63.3K -5,137 -32%
AWM
361
Apollon Wealth Management
South Carolina
$137K -$4.49K -363 -3%
MWM
362
Meridian Wealth Management
Kentucky
$137K +$137K +11,107 New
RG
363
Rathbones Group
United Kingdom
$136K
SOS
364
Silver Oak Securities
Tennessee
$136K +$136K +10,600 New
MA
365
MCF Advisors
Kentucky
$134K +$1.25K +101 +0.9%
CFS
366
CRA Financial Services
New Jersey
$130K
SW
367
SkyOak Wealth
Michigan
$129K
ESB
368
Essex Savings Bank
Connecticut
$125K +$765 +62 +0.6%
HWMA
369
Heritage Wealth Management (Arizona)
Arizona
$123K -$37K -3,000 -23%
WP
370
WMS Partners
Maryland
$123K
RPCA
371
Running Point Capital Advisors
California
$123K
CFO
372
Collective Family Office
Pennsylvania
$123K +$123K +10,000 New
Bessemer Group
373
Bessemer Group
New Jersey
$123K +$123K +10,000 New
GWSG
374
GPS Wealth Strategies Group
Colorado
$121K
HCM
375
Highlander Capital Management
New Jersey
$121K