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Invesco Preferred ETF

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TW
401
TrinityPoint Wealth
Connecticut
$164K
MA
402
MCF Advisors
Kentucky
$162K +$261 +17 +0.2%
SWM
403
Spire Wealth Management
Virginia
$162K +$675 +44 +0.4%
SW
404
SkyOak Wealth
Michigan
$161K
GWSG
405
GPS Wealth Strategies Group
Colorado
$160K
VWA
406
V Wealth Advisors
Kansas
$157K +$157K +10,303 New
WP
407
WealthSource Partners
California
$156K
WLPWM
408
Walled Lake Planning & Wealth Management
Illinois
$155K
CFS
409
CRA Financial Services
New Jersey
$153K
CAL
410
Capital Analysts LLC
Pennsylvania
$151K +$6.7K +438 +5%
HCM
411
Highlander Capital Management
New Jersey
$150K
BAM
412
Bellevue Asset Management
Washington
$139K +$61 +4 +0%
CFN
413
Cordasco Financial Network
Florida
$135K
CHA
414
Carmichael Hill & Associates
Maryland
$122K
BCWM
415
Bartlett & Co Wealth Management
Ohio
$119K
BC
416
Bartlett & Co
Ohio
$119K
NFG
417
Next Financial Group
Texas
$118K -$66.6K -4,354 -36%
FFA
418
Founders Financial Alliance
North Carolina
$117K +$4.32K +282 +4%
WWM
419
Wagner Wealth Management
South Carolina
$114K +$10.3K +670 +10%
FFA
420
Freedman Financial Associates
Massachusetts
$112K +$99.8K +6,521 +815%
JEST
421
JTC Employer Solutions Trustee
Jersey
$111K +$111K +7,234 New
GLLW
422
Graves Light Lenhart Wealth
Virginia
$106K
NFSG
423
Newbridge Financial Services Group
Florida
$105K +$10.2K +670 +11%
BW
424
Bison Wealth
Georgia
$95K
TI
425
tru Independence
Oregon
$95K +$95K +6,186 New