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Invesco Preferred ETF

470 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 131 increasing their positions, 190 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-23
Holders Change %
-4.67%
% of All Funds
8.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
43
Increased
131
Reduced
190
Closed
60
Calls
$397K
Puts
$265K
Net Calls
+$132K
Net Calls Change
-$663K
Name Holding Trade Value Shares
Change
Shares
Change %
HWMA
376
Heritage Wealth Management (Arizona)
Arizona
$83K -$35.6K -3,000 -30%
SFO
377
Standard Family Office
South Dakota
$83K
WWM
378
Wagner Wealth Management
South Carolina
$80K
BC
379
Bartlett & Co
Ohio
$71K
BCWM
380
Bartlett & Co Wealth Management
Ohio
$70.6K
CA
381
Clearstead Advisors
Ohio
$69K +$2.46K +206 +4%
CWA
382
Clearview Wealth Advisors
Oregon
$63K -$7.13K -600 -10%
FFA
383
Founders Financial Alliance
North Carolina
$62K -$18.5K -1,567 -23%
DSC
384
Duncker Streett & Co
Missouri
$59K
ACA
385
Aptus Capital Advisors
Alabama
$58K +$28.2K +2,400 +95%
UB
386
UMB Bank
Missouri
$56K
CWM
387
Cedar Wealth Management
California
$55K
EW
388
Evoke Wealth
California
$55K
HBW
389
Hazlett, Burt & Watson
West Virginia
$54K +$709 +60 +1%
ZIG
390
Zullo Investment Group
Pennsylvania
$49K
PFSC
391
Peoples Financial Services Corp
Pennsylvania
$48K
SWM
392
Spire Wealth Management
Virginia
$46K -$46.7K -3,920 -50%
BONH
393
Bank of New Hampshire
New Hampshire
$45K
JEST
394
JTC Employer Solutions Trustee
Jersey
$43K
SA
395
SRH Advisors
Kansas
$42K
ME
396
McIlrath & Eck
Washington
$42K
TAM
397
Townsend Asset Management
North Carolina
$40K
Kayne Anderson Rudnick Investment Management
398
Kayne Anderson Rudnick Investment Management
California
$37K +$37K +3,100 New
Bank of Montreal
399
Bank of Montreal
Ontario, Canada
$35.1K -$9.94K -813,758 -22%
APC
400
Aspire Private Capital
North Carolina
$35K -$785 -67 -2%