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Invesco Preferred ETF

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
PFSC
426
Peoples Financial Services Corp
Pennsylvania
$60K
Franklin Resources
427
Franklin Resources
California
$59K
SAM
428
S.A. Mason
Michigan
$58K +$7.54K +500 +15%
CFA
429
Carroll Financial Associates
North Carolina
$57K +$326 +22 +0.6%
AAM
430
Advisors Asset Management
Colorado
$56K -$1.16K -77 -2%
SA
431
SRH Advisors
Kansas
$53K
RCA
432
Ranch Capital Advisors
Florida
$53K
PA
433
Parallel Advisors
California
$53K +$53K +3,561 New
DI
434
Disciplined Investments
Oklahoma
$50K
ME
435
McIlrath & Eck
Washington
$49K
GEA
436
Glen Eagle Advisors
New Jersey
$45.6K
TH
437
TCTC Holdings
Texas
$42K
HWA
438
HHM Wealth Advisors
Tennessee
$42K
BWM
439
BerganKDV Wealth Management
Minnesota
$41K
JCM
440
Jacobi Capital Management
Pennsylvania
$40K -$1.43K -95 -3%
MAWCM
441
Mine & Arao Wealth Creation & Management
California
$40K
SWA
442
SOA Wealth Advisors
New York
$37K -$222 -15 -0.6%
SFP
443
Sterling Financial Planning
New Jersey
$32K -$1.77K -118 -5%
IF
444
Ironwood Financial
Arizona
$32K
CCMW
445
Cypress Capital Management (Wyoming)
Wyoming
$30K
CB
446
CNB Bank
Pennsylvania
$29K
Fidelity Investments
447
Fidelity Investments
Massachusetts
$29K +$13.8K +917 +91%
AIP
448
Ameritas Investment Partners
Nebraska
$28K +$178 +12 +0.6%
VBCG
449
Valley Brook Capital Group
Pennsylvania
$22K -$9.9K -1,350 -31%
FWP
450
FAS Wealth Partners
Kansas
$21K +$21K +1,390 New