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Invesco Preferred ETF

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
Net Calls
+$795K
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Shares
Change %
CF
376
Centaurus Financial
California
$111K +$14.8K +1,201 +15%
BAM
377
Bellevue Asset Management
Washington
$110K +$49 +4 +0%
SAM
378
S.A. Mason
Michigan
$105K
Fidelity Investments
379
Fidelity Investments
Massachusetts
$99K +$63K +5,122 +175%
CT
380
Cambridge Trust
Massachusetts
$97K
SWM
381
Spire Wealth Management
Virginia
$96K -$342K -27,715 -78%
TSWM
382
Tyler-Stone Wealth Management
Ohio
$95K -$62.1K -5,015 -40%
CHA
383
Carmichael Hill & Associates
Maryland
$91K -$7.63K -617 -8%
SFO
384
Standard Family Office
South Dakota
$86K +$86K +7,000 New
GLLW
385
Graves Light Lenhart Wealth
Virginia
$85K
FFA
386
Founders Financial Alliance
North Carolina
$84K +$17.4K +1,416 +26%
WWM
387
Wagner Wealth Management
South Carolina
$83K -$83K -6,750 -50%
US Bancorp
388
US Bancorp
Minnesota
$74K
PO
389
Private Ocean
California
$74K
BCWM
390
Bartlett & Co Wealth Management
Ohio
$73.3K
BC
391
Bartlett & Co
Ohio
$73K
CWA
392
Clearview Wealth Advisors
Oregon
$73K
CA
393
Clearstead Advisors
Ohio
$69K -$114K -9,200 -62%
JPLA
394
Joseph P. Lucia & Associates
New York
$68K
DSC
395
Duncker Streett & Co
Missouri
$62K
UB
396
UMB Bank
Missouri
$58K
PGAM
397
Princeton Global Asset Management
New Jersey
$57K -$250K -20,158 -81%
CWM
398
Cedar Wealth Management
California
$57K
EW
399
Evoke Wealth
California
$57K
HBW
400
Hazlett, Burt & Watson
West Virginia
$55K +$34.1K +2,794 +163%