PGX icon

Invesco Preferred ETF

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
Net Calls
+$732K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Shares
Change %
SHA
401
Seneca House Advisors
Virginia
$198K +$1.3K +87 +0.7%
CAL
402
Capital Advisors Ltd
Ohio
$197K
SF
403
Synovus Financial
Georgia
$196K -$55.5K -3,691 -22%
BAM
404
Belpointe Asset Management
Nevada
$195K -$26.7K -1,780 -12%
AWA
405
Alta Wealth Advisors
Massachusetts
$194K
Mirae Asset Global Investments
406
Mirae Asset Global Investments
South Korea
$191K
TSWM
407
Tyler-Stone Wealth Management
Ohio
$190K +$190K +12,660 New
MWM
408
Meridian Wealth Management
Kentucky
$189K +$644 +43 +0.3%
VR
409
Viridian RIA
Washington
$188K +$188K +12,556 New
WSC
410
Wellington Shields & Co
New York
$187K +$187K +12,444 New
EH
411
Equitable Holdings
New York
$185K -$35.4K -2,363 -16%
PWP
412
Principle Wealth Partners
Connecticut
$184K
NFSG
413
Newbridge Financial Services Group
Florida
$181K -$2.77K -184 -2%
JF
414
JSF Financial
California
$181K +$30.7K +2,046 +20%
LFAS
415
Level Four Advisory Services
Texas
$179K -$7.18K -479 -4%
MAWAG
416
Mid-American Wealth Advisory Group
Missouri
$178K +$178K +11,839 New
TW
417
TrinityPoint Wealth
Connecticut
$176K +$14.9K +995 +9%
CWC
418
Carolinas Wealth Consulting
North Carolina
$173K -$5.88K -392 -3%
BA
419
Bluesphere Advisors
Pennsylvania
$170K +$1.81K +121 +1%
DWMG
420
DB Wealth Management Group
California
$169K -$218K -14,538 -56%
WA
421
Winfield Associates
Ohio
$169K -$674 -45 -0.4%
MA
422
MONECO Advisors
Connecticut
$168K
TCWM
423
Total Clarity Wealth Management
Illinois
$165K -$29.3K -1,950 -15%
RG
424
Rathbones Group
United Kingdom
$165K
PSIWM
425
Paradigm Strategies in Wealth Management
Minnesota
$161K -$217K -14,471 -57%