PGX icon

Invesco Preferred ETF

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
401
Townsend Asset Management
North Carolina
$38K
HT
402
Headlands Technologies
Illinois
$37.6K +$37.6K +3,309 New
IGWM
403
ICA Group Wealth Management
Colorado
$35.4K +$35.4K +3,109 New
FFA
404
Founders Financial Alliance
North Carolina
$35.3K +$273 +24 +0.8%
Franklin Resources
405
Franklin Resources
California
$34.1K +$34.1K +3,000 New
DWMG
406
DB Wealth Management Group
California
$32.8K
SWA
407
SOA Wealth Advisors
New York
$31.9K +$512 +45 +2%
FFA
408
Farther Finance Advisors
California
$31.8K +$19K +1,675 +149%
TH
409
TCTC Holdings
Texas
$31.6K
ME
410
McIlrath & Eck
Washington
$30.4K
GWANC
411
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.3K
JFG
412
JDM Financial Group
Texas
$26.9K -$24.4K -2,150 -48%
TRCT
413
Tower Research Capital (TRC)
New York
$22.7K +$6.33K +557 +39%
CB
414
CNB Bank
Pennsylvania
$22.1K
DJSG
415
D.J. St. Germain
Massachusetts
$20.8K +$20.8K +1,825 New
HWA
416
HHM Wealth Advisors
Tennessee
$19.9K
CAL
417
Capital Analysts LLC
Pennsylvania
$19K
Deutsche Bank
418
Deutsche Bank
Germany
$18.9K +$18.9K +1,662 New
BTI
419
Blue Trust Inc
Georgia
$16K -$39.2K -3,319 -71%
WP
420
WealthShield Partners
North Carolina
$15.4K
ATC
421
Adirondack Trust Company
New York
$13.1K
PP
422
PFS Partners
New Jersey
$13.1K +$205 +18 +2%
CT
423
Colonial Trust
South Carolina
$12.7K
PGAM
424
Princeton Global Asset Management
New Jersey
$12.5K -$11.4K -1,000 -48%
AA
425
Ancora Advisors
Ohio
$12.4K +$1.74K +153 +16%