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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 %
AFG
351
Alterity Financial Group
Maine
$132K +$5.87K +511 +5%
TW
352
TrinityPoint Wealth
Connecticut
$132K -$8.04K -700 -6%
WP
353
WealthPLAN Partners
Nebraska
$131K -$711K -61,938 -84%
WPC
354
White Pine Capital
Minnesota
$130K -$12.1K -1,050 -8%
GCA
355
Greenwood Capital Associates
South Carolina
$130K +$130K +11,288 New
CWC
356
Carolinas Wealth Consulting
North Carolina
$129K +$126 +11 +0.1%
OPWM
357
Oxinas Partners Wealth Management
Indiana
$127K +$585 +51 +0.5%
NW
358
NewEdge Wealth
Pennsylvania
$127K +$127K +11,092 New
WB
359
WesBanco Bank
West Virginia
$127K +$127K +11,002 New
RG
360
Rathbones Group
United Kingdom
$126K
MAM
361
Meeder Asset Management
Ohio
$126K +$126K +10,961 New
JWCA
362
J.W. Cole Advisors
Florida
$124K -$3.72K -324 -3%
VAS
363
Vestmark Advisory Solutions
Massachusetts
$122K +$122K +10,592 New
PWP
364
Principle Wealth Partners
Connecticut
$121K
BC
365
Burney Company
Virginia
$120K -$8.84K -770 -7%
Vontobel Holding
366
Vontobel Holding
Switzerland
$118K
CF
367
Centaurus Financial
California
$117K +$11.1K +969 +11%
RWM
368
RBA Wealth Management
California
$115K -$69 -6 -0.1%
WSCM
369
Wellington Shields Capital Management
New York
$112K +$321 +28 +0.3%
HCM
370
Highlander Capital Management
New Jersey
$109K -$1.91K -166 -2%
EWA
371
EverSource Wealth Advisors
Alabama
$95.8K -$5.07K -442 -5%
SAM
372
S.A. Mason
Michigan
$95.3K
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$93.1K -$510K -44,409 -85%
BONH
374
Bank of New Hampshire
New Hampshire
$91.5K +$48.2K +4,200 +111%
BAM
375
Bellevue Asset Management
Washington
$82.3K -$12.1K -1,055 -13%