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Invesco Preferred ETF

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Shares
Change %
SF
351
Synovus Financial
Georgia
$128K -$34.2K -3,008 -21%
CWC
352
Carolinas Wealth Consulting
North Carolina
$128K +$148 +13 +0.1%
Bank of New York Mellon
353
Bank of New York Mellon
New York
$126K +$126K +11,113 New
PG
354
Prostatis Group
Maryland
$126K -$15.7K -1,379 -11%
RG
355
Rathbones Group
United Kingdom
$125K
SG
356
StoneX Group
New York
$124K +$124K +10,876 New
BONH
357
Bank of New Hampshire
New Hampshire
$124K +$33K +2,900 +36%
GIA
358
Gladstone Institutional Advisory
Florida
$122K +$122K +10,740 New
WP
359
WealthPLAN Partners
Nebraska
$121K -$7.96K -700 -6%
CCA
360
Clearwater Capital Advisors
Illinois
$121K -$82.4K -7,249 -40%
PWP
361
Principle Wealth Partners
Connecticut
$120K
BC
362
Burney Company
Virginia
$119K
VVP
363
Venture Visionary Partners
Ohio
$118K -$29.4K -2,585 -20%
RWIA
364
Roger Wittlin Investment Advisory
California
$117K -$29.9K -2,630 -20%
WB
365
WesBanco Bank
West Virginia
$117K -$8.07K -710 -6%
Vontobel Holding
366
Vontobel Holding
Switzerland
$117K
CIA
367
Cladis Investment Advisory
Montana
$116K +$116K +10,177 New
BFEC
368
Benjamin F. Edwards & Company
Missouri
$114K -$139K -12,233 -55%
FWM
369
Focused Wealth Management
New York
$112K +$100K +8,818 +823%
HCM
370
Highlander Capital Management
New Jersey
$108K
WSCM
371
Wellington Shields Capital Management
New York
$107K -$3.63K -319 -3%
SAM
372
S.A. Mason
Michigan
$95.3K
SIS
373
Strategic Investment Solutions
Illinois
$91.7K -$306K -26,837 -77%
TSWM
374
Tyler-Stone Wealth Management
Ohio
$86K +$86K +7,520 New
Citadel Advisors
375
Citadel Advisors
Florida
$80.8K -$132K -11,578 -62%