PGX icon

Invesco Preferred ETF

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DSC
426
Duncker Streett & Co
Missouri
$86K
JPLA
427
Joseph P. Lucia & Associates
New York
$83K
Citigroup
428
Citigroup
New York
$76K -$293K -19,605 -79%
JCM
429
Jacobi Capital Management
Pennsylvania
$74K +$34K +2,260 +85%
PA
430
Parallel Advisors
California
$73K +$19.5K +1,300 +37%
SAM
431
S.A. Mason
Michigan
$71K +$13.5K +905 +24%
CWM
432
Cedar Wealth Management
California
$70K
EW
433
Evoke Wealth
California
$69K
BFEC
434
Benjamin F. Edwards & Company
Missouri
$68K +$437 +29 +0.6%
CFA
435
Carroll Financial Associates
North Carolina
$66K
AWA
436
Arkadios Wealth Advisors
Georgia
$66K
BWM
437
BerganKDV Wealth Management
Minnesota
$64K +$22.6K +1,500 +55%
WT
438
Whittier Trust
California
$63K
PO
439
Private Ocean
California
$61K
PFSC
440
Peoples Financial Services Corp
Pennsylvania
$60K
S
441
SignatureFD
Georgia
$56K +$13.6K +900 +32%
RCA
442
Ranch Capital Advisors
Florida
$54K
SA
443
SRH Advisors
Kansas
$53K
AAM
444
Advisors Asset Management
Colorado
$52K -$3.43K -230 -6%
TAM
445
Townsend Asset Management
North Carolina
$50K
GEA
446
Glen Eagle Advisors
New Jersey
$45.7K
TH
447
TCTC Holdings
Texas
$42K
HWA
448
HHM Wealth Advisors
Tennessee
$42K
ME
449
McIlrath & Eck
Washington
$41K -$7.44K -500 -15%
MAWCM
450
Mine & Arao Wealth Creation & Management
California
$40K