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Invesco Preferred ETF

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
376
Good Life Advisors
Pennsylvania
$184K +$184K +12,399 New
NFG
377
Next Financial Group
Texas
$181K -$8.32K -555 -4%
CWC
378
Carolinas Wealth Consulting
North Carolina
$179K +$105K +7,009 +143%
AIP
379
Ahrens Investment Partners
Louisiana
$176K +$176K +11,754 New
CIC
380
Carnegie Investment Counsel
Ohio
$172K +$19.7K +1,310 +13%
RRWA
381
Rainey & Randall Wealth Advisors
Florida
$171K +$171K +11,432 New
CCA
382
Conestoga Capital Advisors
Pennsylvania
$170K +$170K +11,350 New
RG
383
Rathbones Group
United Kingdom
$165K
DJYG
384
David J. Yvars Group
Florida
$163K
TW
385
TrinityPoint Wealth
Connecticut
$161K
UR
386
USCA RIA
Texas
$160K +$160K +10,647 New
SIC
387
Salem Investment Counselors
North Carolina
$159K +$120K +7,980 +307%
SW
388
SkyOak Wealth
Michigan
$158K
MA
389
MCF Advisors
Kentucky
$158K +$116K +7,776 +280%
SWM
390
Spire Wealth Management
Virginia
$158K +$158K +10,511 New
WA
391
Winfield Associates
Ohio
$157K
FAIM
392
Financial Advocates Investment Management
Washington
$157K +$157K +10,455 New
GWSG
393
GPS Wealth Strategies Group
Colorado
$156K +$156K +10,461 New
KPWS
394
Kestra Private Wealth Services
Texas
$155K -$39.3K -2,619 -20%
BAM
395
Belpointe Asset Management
Nevada
$155K -$1.5K -100 -1%
WLPWM
396
Walled Lake Planning & Wealth Management
Illinois
$152K
WP
397
WealthSource Partners
California
$152K +$152K +10,155 New
CFS
398
CRA Financial Services
New Jersey
$150K
CBB
399
Citizens Business Bank
California
$150K
HCM
400
Highlander Capital Management
New Jersey
$147K