PGX icon

Invesco Preferred ETF

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TH
426
TCTC Holdings
Texas
$42K
JCM
427
Jacobi Capital Management
Pennsylvania
$42K
MA
428
MCF Advisors
Kentucky
$42K +$42K +2,777 New
MAWCM
429
Mine & Arao Wealth Creation & Management
California
$40K
SIC
430
Salem Investment Counselors
North Carolina
$40K +$40K +2,600 New
SWA
431
SOA Wealth Advisors
New York
$37K +$37K +2,513 New
FCH
432
Freestone Capital Holdings
Washington
$36.7K
DAC
433
Dividend Assets Capital
South Carolina
$35K +$35K +2,281 New
SFP
434
Sterling Financial Planning
New Jersey
$34K +$34K +2,257 New
IF
435
Ironwood Financial
Arizona
$33K
BFG
436
Baron Financial Group
New Jersey
$32K -$16.6K -1,087 -34%
CCMW
437
Cypress Capital Management (Wyoming)
Wyoming
$31K
CLOS
438
Compagnie Lombard Odier SCmA
Switzerland
$31K +$31K +2,000 New
CB
439
CNB Bank
Pennsylvania
$30K
AIP
440
Ameritas Investment Partners
Nebraska
$28K +$164 +11 +0.6%
HPC
441
HM Payson & Co
Maine
$27K
MA
442
Montag & Associates
Georgia
$21K +$21K +1,344 New
TIAM2
443
Tru Independence Asset Management 2
Oregon
$19K +$19K +1,220 New
AA
444
Ancora Advisors
Ohio
$18K -$34.4K -2,239 -66%
RIM
445
Rockbridge Investment Management
New York
$17K
EFSCE
446
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$83.9K -5,658 -85%
Fidelity Investments
447
Fidelity Investments
Massachusetts
$15K -$5.83K -394 -28%
FRA
448
Front Row Advisors
California
$15K
FWM
449
Focused Wealth Management
New York
$15K +$174 +11 +1%
AW
450
Avion Wealth
Texas
$13K