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Invesco Preferred ETF

412 hedge funds and large institutions have $2.35B invested in Invesco Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
8.47%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.39%
New
61
Increased
146
Reduced
130
Closed
46
Calls
$395K
Puts
$291K
Net Calls
+$104K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
401
Apollon Wealth Management
South Carolina
$4K +$4K +261 New
AIM
402
Anchor Investment Management
South Carolina
$3.53K
FFW
403
Fusion Family Wealth
New York
$3K -$8.36K -655 -74%
CA
404
Clearstead Advisors
Ohio
$3K
SIAS
405
Shine Investment Advisory Services
Colorado
$3K
FFC
406
First Financial Corp
Indiana
$3K +$3K +219 New
AssetMark Inc
407
AssetMark Inc
California
$3K +$3K +241 New
WT
408
Whittier Trust
California
$1K
SSB
409
Sandy Spring Bank
Maryland
$1K
POIA
410
Pin Oak Investment Advisors
Texas
$1K
FI
411
Financial Insights
Washington
$422 -$18.1K -29,982 -98%
JPMPWA
412
J.P. Morgan Private Wealth Advisors
California
-$18.8M -1,431,516 Closed
PP
413
PagnatoKarp Partners
Virginia
-$16M -1,213,943 Closed
RFM
414
Royal Fund Management
Florida
-$2.94M -223,741 Closed
FHC
415
First Heartland Consultants
Missouri
-$2.91M -221,089 Closed
SP
416
SWS Partners
Ohio
-$2.88M -218,476 Closed
UAS
417
United Asset Strategies
New York
-$1.88M -142,741 Closed
PI
418
PFS Investments
Georgia
-$1.61M -122,347 Closed
BRWM
419
B. Riley Wealth Management
Tennessee
-$1.02M -77,769 Closed
Manulife (Manufacturers Life Insurance)
420
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$970K -73,706 Closed
Deutsche Bank
421
Deutsche Bank
Germany
-$729K -55,415 Closed
Wolverine Trading
422
Wolverine Trading
Illinois
-$576K -43,913 Closed
PFA
423
Pinnacle Family Advisors
Missouri
-$535K -40,632 Closed
BJL
424
Brighton Jones LLC
Washington
-$455K -34,561 Closed
XS
425
XR Securities
Illinois
-$427K -32,478 Closed