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Invesco Preferred ETF

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
401
SkyOak Wealth
Michigan
$158K
GWSG
402
GPS Wealth Strategies Group
Colorado
$157K
Verition Fund Management
403
Verition Fund Management
Connecticut
$156K +$156K +10,400 New
FA
404
Flagstar Advisors
New York
$155K +$155K +10,340 New
CWS
405
Cypress Wealth Services
California
$153K -$20.2K -1,345 -12%
WLPWM
406
Walled Lake Planning & Wealth Management
Illinois
$152K
FAIM
407
Financial Advocates Investment Management
Washington
$151K -$15.7K -1,042 -9%
JF
408
JSF Financial
California
$150K -$498K -33,198 -77%
CFS
409
CRA Financial Services
New Jersey
$150K
HCM
410
Highlander Capital Management
New Jersey
$148K
FFA
411
Founders Financial Alliance
North Carolina
$139K +$23.9K +1,585 +21%
BAM
412
Bellevue Asset Management
Washington
$137K +$45 +3 +0%
CFN
413
Cordasco Financial Network
Florida
$132K
CAL
414
Capital Analysts LLC
Pennsylvania
$129K -$18.8K -1,254 -13%
CHA
415
Carmichael Hill & Associates
Maryland
$120K
NFG
416
Next Financial Group
Texas
$120K +$3.65K +242 +3%
BC
417
Bartlett & Co
Ohio
$117K
BCWM
418
Bartlett & Co Wealth Management
Ohio
$117K
FFA
419
Freedman Financial Associates
Massachusetts
$110K
JEST
420
JTC Employer Solutions Trustee
Jersey
$109K
US Bancorp
421
US Bancorp
Minnesota
$107K -$78.8K -5,224 -42%
GLLW
422
Graves Light Lenhart Wealth
Virginia
$104K
WWM
423
Wagner Wealth Management
South Carolina
$102K -$10.1K -670 -9%
BW
424
Bison Wealth
Georgia
$94K
CA
425
Clearstead Advisors
Ohio
$87K