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Invesco Preferred ETF

518 hedge funds and large institutions have $2.84B invested in Invesco Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.2%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
55
Increased
150
Reduced
219
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JEST
426
JTC Employer Solutions Trustee
Jersey
$98K
GLLW
427
Graves Light Lenhart Wealth
Virginia
$94K
CC
428
Commons Capital
Massachusetts
$88K +$271 +20 +0.3%
US Bancorp
429
US Bancorp
Minnesota
$82K -$3.08K -226 -4%
PO
430
Private Ocean
California
$82K +$27.6K +2,037 +51%
BC
431
Bartlett & Co
Ohio
$81K +$81K +5,940 New
BCWM
432
Bartlett & Co Wealth Management
Ohio
$80.6K +$80.6K +5,940 New
CWA
433
Clearview Wealth Advisors
Oregon
$80K -$115K -8,476 -59%
JPLA
434
Joseph P. Lucia & Associates
New York
$75K +$75K +5,505 New
FFA
435
Founders Financial Alliance
North Carolina
$73K -$18.2K -1,350 -20%
DSC
436
Duncker Streett & Co
Missouri
$68K
T
437
TCWP
Ohio
$67K -$278K -20,692 -81%
CAGAS
438
Capital Advisory Group Advisory Services
Minnesota
$65K +$65K +4,825 New
UB
439
UMB Bank
Missouri
$63K
CWM
440
Cedar Wealth Management
California
$63K
EW
441
Evoke Wealth
California
$63K
ZIG
442
Zullo Investment Group
Pennsylvania
$58K -$19.6K -1,449 -25%
WT
443
Whittier Trust
California
$58K +$1.8K +134 +3%
MTIC
444
Missouri Trust & Investment Company
Missouri
$57K +$4.49K +330 +9%
PFSC
445
Peoples Financial Services Corp
Pennsylvania
$54K
CWM
446
Curi Wealth Management
North Carolina
$54K +$13 +1 +0%
BONH
447
Bank of New Hampshire
New Hampshire
$51K +$51K +3,770 New
ME
448
McIlrath & Eck
Washington
$50K +$12.3K +898 +33%
SA
449
SRH Advisors
Kansas
$48K
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$45K -$99.1K -7,320 -69%