PGX icon

Invesco Preferred ETF

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
376
Bellevue Asset Management
Washington
$78.7K -$2.81K -247 -3%
BSB
377
Bangor Savings Bank
Maine
$73.9K
BCWM
378
Bartlett & Co Wealth Management
Ohio
$73.4K +$56.9K +5,000 +343%
BC
379
Bartlett & Co
Ohio
$73K +$56.5K +5,000 +343%
CHA
380
Carmichael Hill & Associates
Maryland
$72.6K
HI
381
Harbour Investments
Wisconsin
$72.1K -$150K -13,176 -68%
CFGS
382
Concourse Financial Group Securities
Alabama
$70.8K -$156K -13,738 -69%
CA
383
Clearstead Advisors
Ohio
$65.7K
FA
384
Fiduciary Alliance
South Carolina
$64.4K +$64.4K +5,662 New
EWA
385
EverSource Wealth Advisors
Alabama
$57.4K -$37.5K -3,300 -40%
DSC
386
Duncker Streett & Co
Missouri
$56.9K
National Bank of Canada
387
National Bank of Canada
Quebec, Canada
$54.3K -$2.27K -200 -4%
CWM
388
Cedar Wealth Management
California
$52.6K
CIA
389
Cape Investment Advisory
Georgia
$52.1K
BWM
390
BerganKDV Wealth Management
Minnesota
$51.6K -$11K -965 -18%
RIA
391
Realta Investment Advisors
Delaware
$50.9K +$50.9K +4,481 New
RFA
392
Register Financial Advisors
Georgia
$48.6K
SWM
393
Spire Wealth Management
Virginia
$47.4K +$557 +49 +1%
PFSC
394
Peoples Financial Services Corp
Pennsylvania
$45.5K
CT
395
Cambridge Trust
Massachusetts
$44.3K
HBW
396
Hazlett, Burt & Watson
West Virginia
$44K +$409 +36 +0.9%
S
397
SignatureFD
Georgia
$41.6K +$34.1K +3,002 +455%
JEST
398
JTC Employer Solutions Trustee
Jersey
$41K
SA
399
SRH Advisors
Kansas
$40.2K
CB
400
Centennial Bank
Arkansas
$39.7K