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Invesco Preferred ETF

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
GM
376
GeoWealth Management
Illinois
$103K -$11.4K -1,032 -10%
MA
377
MCF Advisors
Kentucky
$99.6K -$13.4K -1,197 -12%
EWA
378
EverSource Wealth Advisors
Alabama
$98.3K -$629K -56,225 -86%
BSB
379
Bangor Savings Bank
Maine
$95K -$47.9K -4,288 -34%
SAM
380
S.A. Mason
Michigan
$92.9K -$1.96K -175 -2%
BAM
381
Bellevue Asset Management
Washington
$92.4K -$7.81K -695 -8%
RFA
382
Resurgent Financial Advisors
Georgia
$88.2K +$88.2K +7,893 New
TSWM
383
Tyler-Stone Wealth Management
Ohio
$87K +$1.04K +93 +1%
PFC
384
Phocas Financial Corp
California
$77.5K -$92.5K -8,275 -54%
HT
385
Headlands Technologies
Illinois
$76K +$76K +6,762 New
CHA
386
Carmichael Hill & Associates
Maryland
$73.4K -$8.89K -795 -11%
CA
387
Clearstead Advisors
Ohio
$64.6K
National Bank of Canada
388
National Bank of Canada
Quebec, Canada
$61.7K -$66.9K -5,982 -52%
MS
389
Madden Securities
Texas
$59.3K +$59.3K +5,300 New
DSC
390
Duncker Streett & Co
Missouri
$55.9K
FFA
391
Founders Financial Alliance
North Carolina
$55.8K -$3.04K -272 -5%
ACA
392
Aptus Capital Advisors
Alabama
$55.1K
BC
393
Bartlett & Co
Ohio
$55K -$11.5K -1,029 -17%
CT
394
Cambridge Trust
Massachusetts
$55K +$33.7K +3,000 +158%
BCWM
395
Bartlett & Co Wealth Management
Ohio
$54.9K -$11.5K -1,029 -17%
UB
396
UMB Bank
Missouri
$52K
CWM
397
Cedar Wealth Management
California
$51.8K
JFG
398
JDM Financial Group
Texas
$50.5K +$50.5K +4,520 New
ZIG
399
Zullo Investment Group
Pennsylvania
$45.9K
PFSC
400
Peoples Financial Services Corp
Pennsylvania
$44.7K