PGX icon

Invesco Preferred ETF

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
ME
401
McIlrath & Eck
Washington
$30.7K -$964 -84 -3%
FA
402
Faithward Advisors
Pennsylvania
$29.6K +$18.6K +1,686 +168%
Cohen & Steers
403
Cohen & Steers
New York
$28K -$20.2M -1,737,645 -100%
GWANC
404
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.6K
PGAM
405
Princeton Global Asset Management
New Jersey
$24.1K
CB
406
CNB Bank
Pennsylvania
$22.3K
APC
407
Aspire Private Capital
North Carolina
$20.2K
HWA
408
HHM Wealth Advisors
Tennessee
$20.1K
CAL
409
Capital Analysts LLC
Pennsylvania
$19K
BC
410
Bartlett & Co
Ohio
$17K -$40.3K -3,455 -70%
TRCT
411
Tower Research Capital (TRC)
New York
$17K +$11.7K +992 +220%
BCWM
412
Bartlett & Co Wealth Management
Ohio
$16.7K -$39.7K -3,455 -70%
WP
413
WealthShield Partners
North Carolina
$15.6K +$15.6K +1,356 New
Commonwealth Equity Services
414
Commonwealth Equity Services
Massachusetts
$15.5K +$278 +24,239 +2%
CWA
415
Clearview Wealth Advisors
Oregon
$15.4K -$9.76K -850 -39%
Fidelity Investments
416
Fidelity Investments
Massachusetts
$15K -$11 -1 -0.1%
ATC
417
Adirondack Trust Company
New York
$13.2K
PP
418
PFS Partners
New Jersey
$13K +$195 +17 +2%
CT
419
Colonial Trust
South Carolina
$13K
FFA
420
Farther Finance Advisors
California
$12.9K
FWM
421
Focused Wealth Management
New York
$12.3K -$12.8K -1,119 -51%
AA
422
AlphaMark Advisors
Kentucky
$11K -$6.6K -600 -38%
FRA
423
Front Row Advisors
California
$11K
MA
424
Montag & Associates
Georgia
$10.8K
AA
425
Ancora Advisors
Ohio
$10.8K