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Invesco Preferred ETF

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
Net Calls
+$732K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$160K
DJYG
427
David J. Yvars Group
Florida
$157K -$6.69K -446 -4%
GWSG
428
GPS Wealth Strategies Group
Colorado
$157K
SW
429
SkyOak Wealth
Michigan
$157K
CFS
430
CRA Financial Services
New Jersey
$157K +$7.46K +499 +5%
CWS
431
Cypress Wealth Services
California
$152K -$1.44K -96 -0.9%
WLPWM
432
Walled Lake Planning & Wealth Management
Illinois
$152K
HCM
433
Highlander Capital Management
New Jersey
$147K
BAM
434
Bellevue Asset Management
Washington
$135K -$1.44K -96 -1%
CFN
435
Cordasco Financial Network
Florida
$132K +$120 +8 +0.1%
NFG
436
Next Financial Group
Texas
$121K +$1.12K +74 +0.9%
CHA
437
Carmichael Hill & Associates
Maryland
$120K
SAM
438
S.A. Mason
Michigan
$119K +$47.5K +3,160 +67%
SWM
439
Spire Wealth Management
Virginia
$116K -$50.2K -3,334 -30%
JEST
440
JTC Employer Solutions Trustee
Jersey
$108K
RCA
441
Riverview Capital Advisers
Massachusetts
$108K +$108K +7,188 New
GLLW
442
Graves Light Lenhart Wealth
Virginia
$104K
FFA
443
Founders Financial Alliance
North Carolina
$101K -$36.8K -2,463 -27%
WWM
444
Wagner Wealth Management
South Carolina
$101K
CC
445
Commons Capital
Massachusetts
$97K +$97K +6,469 New
US Bancorp
446
US Bancorp
Minnesota
$93K -$12.5K -838 -12%
CA
447
Cornerstone Advisory
Maryland
$90K +$90K +6,000 New
ZIG
448
Zullo Investment Group
Pennsylvania
$86K +$86K +5,733 New
SCA
449
Snowden Capital Advisors
New York
$86K +$86K +5,740 New
HIA
450
Harbor Investment Advisory
Maryland
$82K -$480K -31,920 -85%