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Invesco Preferred ETF

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
401
Spire Wealth Management
Virginia
$44K +$496 +44 +1%
HBW
402
Hazlett, Burt & Watson
West Virginia
$42K -$8.75K -788 -17%
BONH
403
Bank of New Hampshire
New Hampshire
$42K
JEST
404
JTC Employer Solutions Trustee
Jersey
$40K
CB
405
Centennial Bank
Arkansas
$39.1K +$39.1K +3,494 New
SA
406
SRH Advisors
Kansas
$39K
CA
407
CoreCap Advisors
Michigan
$38.8K +$38.8K +3,472 New
TAM
408
Townsend Asset Management
North Carolina
$37.4K
DWMG
409
DB Wealth Management Group
California
$32.3K
RF
410
Robbins Farley
New Hampshire
$32.2K -$1.7M -151,618 -98%
TH
411
TCTC Holdings
Texas
$31K
ME
412
McIlrath & Eck
Washington
$30.8K -$9.1K -814 -23%
BWM
413
BerganKDV Wealth Management
Minnesota
$30.7K
AWM
414
Accurate Wealth Management
Florida
$30.5K +$30.5K +2,544 New
SWA
415
SOA Wealth Advisors
New York
$30.5K +$481 +43 +2%
LFA
416
LGT Financial Advisors
Texas
$27.2K +$27.2K +2,434 New
EE
417
EWG Elevate
California
$27.1K +$27.1K +2,423 New
GWANC
418
Guardian Wealth Advisors (North Carolina)
North Carolina
$26.8K
FWM
419
Focused Wealth Management
New York
$24.5K +$12.9K +1,151 +111%
CWA
420
Clearview Wealth Advisors
Oregon
$24.5K -$34.8K -3,110 -59%
PP
421
PrairieView Partners
Minnesota
$24K +$24K +2,205 New
TIM
422
Tortoise Investment Management
New York
$23.4K
PGAM
423
Princeton Global Asset Management
New Jersey
$23K
WWM
424
Wagner Wealth Management
South Carolina
$22.1K -$53.3K -4,770 -71%
CB
425
CNB Bank
Pennsylvania
$21.7K