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Invesco Preferred ETF

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWMA
376
Heritage Wealth Management (Arizona)
Arizona
$195K -$15K -1,000 -7%
AWA
377
Alta Wealth Advisors
Massachusetts
$195K -$9.96K -662 -5%
TCWM
378
Total Clarity Wealth Management
Illinois
$195K +$195K +12,950 New
Mirae Asset Global Investments
379
Mirae Asset Global Investments
South Korea
$191K
MWM
380
Meridian Wealth Management
Kentucky
$189K +$189K +12,568 New
LFAS
381
Level Four Advisory Services
Texas
$187K -$75.3K -5,003 -29%
Fidelity Investments
382
Fidelity Investments
Massachusetts
$187K +$154K +10,250 +462%
BC
383
Barnett & Company
Tennessee
$184K -$36.8K -2,450 -17%
PWP
384
Principle Wealth Partners
Connecticut
$184K
NFSG
385
Newbridge Financial Services Group
Florida
$184K +$80.7K +5,361 +78%
TP
386
Tranquility Partners
Tennessee
$183K +$1.52K +101 +0.8%
CWC
387
Carolinas Wealth Consulting
North Carolina
$179K +$135 +9 +0.1%
MA
388
MONECO Advisors
Connecticut
$178K -$75K -4,982 -30%
CCA
389
Conestoga Capital Advisors
Pennsylvania
$171K
WA
390
Winfield Associates
Ohio
$170K -$2.48K -165 -1%
EFS
391
Essex Financial Services
Connecticut
$170K
BA
392
Bluesphere Advisors
Pennsylvania
$169K -$91.8K -6,107 -35%
HW
393
Hedeker Wealth
Illinois
$167K +$167K +11,164 New
SWM
394
Spire Wealth Management
Virginia
$166K +$7.29K +485 +5%
NCM
395
Narwhal Capital Management
Georgia
$165K -$41.3K -2,750 -20%
RG
396
Rathbones Group
United Kingdom
$165K
DJYG
397
David J. Yvars Group
Florida
$164K
TW
398
TrinityPoint Wealth
Connecticut
$161K
PFGIA
399
Patriot Financial Group Insurance Agency
Massachusetts
$160K -$35.3K -2,351 -18%
MA
400
MCF Advisors
Kentucky
$159K +$240 +16 +0.2%