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Invesco Preferred ETF

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
376
Bangor Savings Bank
Maine
$74.6K -$23K -2,000 -24%
CHA
377
Carmichael Hill & Associates
Maryland
$73.3K -$2.04K -178 -3%
CA
378
Clearstead Advisors
Ohio
$66.4K
BWM
379
BerganKDV Wealth Management
Minnesota
$63.2K +$31.7K +2,765 +101%
DSC
380
Duncker Streett & Co
Missouri
$57.4K
National Bank of Canada
381
National Bank of Canada
Quebec, Canada
$57.3K -$6.1K -531 -10%
UB
382
UMB Bank
Missouri
$53.6K
CWM
383
Cedar Wealth Management
California
$53.1K
BTI
384
Blue Trust Inc
Georgia
$53K +$36.9K +3,254 +229%
CIA
385
Cape Investment Advisory
Georgia
$52.6K +$52.6K +4,580 New
JFG
386
JDM Financial Group
Texas
$51.9K
RFA
387
Register Financial Advisors
Georgia
$49.1K +$49.1K +4,275 New
SWM
388
Spire Wealth Management
Virginia
$47.3K +$2.47K +215 +6%
PFSC
389
Peoples Financial Services Corp
Pennsylvania
$45.9K
CT
390
Cambridge Trust
Massachusetts
$44.7K -$11.5K -1,003 -20%
HBW
391
Hazlett, Burt & Watson
West Virginia
$44K +$608 +53 +1%
JEST
392
JTC Employer Solutions Trustee
Jersey
$42K
CB
393
Centennial Bank
Arkansas
$40.1K
SA
394
SRH Advisors
Kansas
$40K
TAM
395
Townsend Asset Management
North Carolina
$38.4K
FFA
396
Founders Financial Alliance
North Carolina
$35.3K -$21.9K -1,908 -38%
DWMG
397
DB Wealth Management Group
California
$33.2K
TH
398
TCTC Holdings
Texas
$31.9K
SWA
399
SOA Wealth Advisors
New York
$31.7K +$459 +40 +1%
SC
400
Schubert & Co
Texas
$31.7K +$31.7K +2,762 New