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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 %
TW
351
TrinityPoint Wealth
Connecticut
$136K
DAS
352
Dynamic Advisor Solutions
Arizona
$134K +$358 +32 +0.3%
FCA
353
FLC Capital Advisors
California
$133K -$89.4K -8,000 -40%
SOS
354
Silver Oak Securities
Tennessee
$130K +$130K +11,600 New
AWA
355
Arkadios Wealth Advisors
Georgia
$130K +$130K +11,623 New
BAM
356
Belpointe Asset Management
Nevada
$128K +$128K +11,429 New
CCFM
357
Clear Creek Financial Management
Washington
$127K +$127K +11,330 New
BC
358
Burney Company
Virginia
$126K -$38.6K -3,451 -23%
CWC
359
Carolinas Wealth Consulting
North Carolina
$125K -$3.78K -338 -3%
JWCA
360
J.W. Cole Advisors
Florida
$124K -$1.29K -115 -1%
SC
361
Sepio Capital
Utah
$124K +$124K +11,058 New
OPWM
362
Oxinas Partners Wealth Management
Indiana
$124K -$41.1K -3,678 -25%
AFG
363
Alterity Financial Group
Maine
$123K -$16.4K -1,463 -12%
RG
364
Rathbones Group
United Kingdom
$123K
PCIA
365
Prime Capital Investment Advisors
Kansas
$122K +$122K +10,936 New
RCAG
366
Rehmann Capital Advisory Group
Michigan
$121K -$37.2K -3,329 -23%
OBWG
367
Onyx Bridge Wealth Group
New York
$121K -$10.1K -845 -8%
PWP
368
Principle Wealth Partners
Connecticut
$118K -$18.9K -1,687 -14%
Vontobel Holding
369
Vontobel Holding
Switzerland
$115K
ESB
370
Essex Savings Bank
Connecticut
$115K +$115K +10,249 New
RWM
371
RBA Wealth Management
California
$112K -$6.27K -561 -5%
SL
372
Sentinus LLC
Illinois
$112K
WSCM
373
Wellington Shields Capital Management
New York
$109K -$55.6K -4,970 -34%
HCM
374
Highlander Capital Management
New Jersey
$108K
CF
375
Centaurus Financial
California
$103K -$15.2K -1,362 -13%