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Invesco Preferred ETF

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
Net Calls
+$732K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
376
V Wealth Advisors
Kansas
$229K +$26.2K +1,746 +13%
GG
377
GenWealth Group
New Jersey
$226K
HIF
378
Hill Island Financial
Michigan
$226K +$226K +15,086 New
AWA
379
Amplius Wealth Advisors
Pennsylvania
$225K +$225K +15,000 New
WCG
380
Weaver Consulting Group
California
$224K +$22.5K +1,500 +11%
CA
381
Clearstead Advisors
Ohio
$222K +$135K +9,000 +156%
AIP
382
Ahrens Investment Partners
Louisiana
$221K +$12.6K +837 +6%
RWM
383
RBA Wealth Management
California
$220K +$220K +14,679 New
DP
384
Dearborn Partners
Illinois
$219K
TFGT
385
TS Financial Group (TSFG)
Illinois
$218K +$540 +36 +0.2%
CWA
386
Clearview Wealth Advisors
Oregon
$216K -$37.6K -2,500 -15%
CWS
387
Confluence Wealth Services
Pennsylvania
$215K +$215K +14,398 New
RCAG
388
Rehmann Capital Advisory Group
Michigan
$215K -$69.8K -4,652 -25%
CF
389
Centaurus Financial
California
$213K -$99.3K -6,637 -32%
QIM
390
Quest Investment Management
Oregon
$212K
IWN
391
Independent Wealth Network
Iowa
$209K -$626K -41,781 -75%
PCM
392
Palouse Capital Management
Washington
$208K
AWM
393
Apollon Wealth Management
South Carolina
$208K +$208K +13,840 New
QCM
394
Quest Capital Management
Texas
$205K -$4.06K -270 -2%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$203K +$203K +13,504 New
DBT
396
Dubuque Bank & Trust
Iowa
$201K
SC
397
Sierra Capital
Florida
$200K
LP
398
LGL Partners
Pennsylvania
$200K +$2.28K +152 +1%
RRWA
399
Rainey & Randall Wealth Advisors
Florida
$199K +$1.53K +102 +0.8%
GHA
400
GW Henssler & Associates
Georgia
$198K