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Invesco Preferred ETF

472 hedge funds and large institutions have $2.09B invested in Invesco Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 168 increasing their positions, 173 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
45
Increased
168
Reduced
173
Closed
35
Calls
$1.51M
Puts
$287K
Net Calls
+$1.22M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
401
Farther Finance Advisors
California
$32.5K +$1.81K +165 +6%
DWMG
402
DB Wealth Management Group
California
$31.6K
SWA
403
SOA Wealth Advisors
New York
$31.3K +$482 +44 +2%
FFA
404
Founders Financial Alliance
North Carolina
$31.1K -$2.83K -258 -8%
TH
405
TCTC Holdings
Texas
$30.4K
EWA
406
EverSource Wealth Advisors
Alabama
$29.6K -$25.7K -2,348 -47%
Fidelity Investments
407
Fidelity Investments
Massachusetts
$27.3K +$27K +2,461 +8,789%
GWANC
408
Guardian Wealth Advisors (North Carolina)
North Carolina
$26.3K
JFG
409
JDM Financial Group
Texas
$26K
TRCT
410
Tower Research Capital (TRC)
New York
$25.4K +$3.48K +318 +16%
CA
411
Crewe Advisors
Utah
$23.8K -$234K -21,384 -91%
CB
412
CNB Bank
Pennsylvania
$21.3K
ME
413
McIlrath & Eck
Washington
$20.2K -$9.03K -825 -31%
CAL
414
Capital Analysts LLC
Pennsylvania
$20K +$1.77K +160 +10%
DJSG
415
D.J. St. Germain
Massachusetts
$20K
BWM
416
Baystate Wealth Management
Massachusetts
$19.2K +$16.8K +1,538 +722%
HWA
417
HHM Wealth Advisors
Tennessee
$19.2K
Deutsche Bank
418
Deutsche Bank
Germany
$18.2K
LFA
419
LGT Financial Advisors
Texas
$17.9K +$17.9K +1,634 New
BAAM
420
Baker Avenue Asset Management
California
$15.4K -$122K -11,146 -89%
BTI
421
Blue Trust Inc
Georgia
$15K -$44 -4 -0.3%
GI
422
Gradient Investments
Minnesota
$14.9K +$14.7K +1,345 +10,346%
WP
423
WealthShield Partners
North Carolina
$14.8K
PP
424
PFS Partners
New Jersey
$12.8K +$208 +19 +2%
ATC
425
Adirondack Trust Company
New York
$12.6K