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Invesco Preferred ETF

470 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 131 increasing their positions, 190 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-23
Holders Change %
-4.67%
% of All Funds
8.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
43
Increased
131
Reduced
190
Closed
60
Calls
$397K
Puts
$265K
Net Calls
+$132K
Net Calls Change
-$663K
Name Holding Trade Value Shares
Change
Shares
Change %
DWMG
401
DB Wealth Management Group
California
$34K
TH
402
TCTC Holdings
Texas
$33K
BWM
403
BerganKDV Wealth Management
Minnesota
$33K
SWM
404
Selective Wealth Management
Virginia
$32K +$452 +38 +1%
SWA
405
SOA Wealth Advisors
New York
$31K +$578 +50 +2%
GWANC
406
Guardian Wealth Advisors (North Carolina)
North Carolina
$29K +$29K +2,400 New
AA
407
Ancora Advisors
Ohio
$29K +$29K +2,408 New
OPW
408
Oxler Private Wealth
New York
$28.8K
CAL
409
Capital Analysts LLC
Pennsylvania
$28K
TWP
410
TFO Wealth Partners
Ohio
$28K +$28K +2,322 New
PGAM
411
Princeton Global Asset Management
New Jersey
$25K -$29.8K -2,500 -54%
TIM
412
Tortoise Investment Management
New York
$25K
CT
413
Cambridge Trust
Massachusetts
$23K -$72.6K -6,000 -76%
CB
414
CNB Bank
Pennsylvania
$23K
Fidelity Investments
415
Fidelity Investments
Massachusetts
$21K -$71.2K -6,218 -77%
AA
416
AlphaMark Advisors
Kentucky
$21K -$26K -2,225 -55%
BWP
417
Baldwin Wealth Partners
Massachusetts
$21K -$549 -45 -3%
HWA
418
HHM Wealth Advisors
Tennessee
$21K
PFA
419
Professional Financial Advisors
Nebraska
$21K
WA
420
Win Advisors
Florida
$20K +$7.75K +636 +63%
BTI
421
Blue Trust Inc
Georgia
$18K +$164 +13 +0.9%
TFGT
422
TS Financial Group (TSFG)
Illinois
$15K -$13.4K -1,095 -47%
RIA
423
Realta Investment Advisors
Delaware
$15K +$15K +1,231 New
ATC
424
Adirondack Trust Company
New York
$14K +$9.74K +800 +229%
MA
425
Montag & Associates
Georgia
$13K