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Invesco Preferred ETF

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
426
WR Wealth Planners
Missouri
$10.3K +$149 +13 +1%
JFA
427
JNBA Financial Advisors
Minnesota
$10.3K +$10.3K +894 New
TFGT
428
TS Financial Group (TSFG)
Illinois
$10K +$106 +9 +1%
HPC
429
HM Payson & Co
Maine
$9.3K
GEA
430
Glen Eagle Advisors
New Jersey
$8.89K +$8.44K +735 +1,885%
WIM
431
Westside Investment Management
California
$8.08K
MRCM
432
M&R Capital Management
New Jersey
$8.04K
BBHC
433
Brown Brothers Harriman & Co
New York
$7.98K
CCP
434
Carmel Capital Partners
California
$7.83K +$7.83K +682 New
S
435
SignatureFD
Georgia
$7.58K +$4.13K +360 +120%
RA
436
Rise Advisors
New York
$7.47K +$115 +10 +2%
FGAM
437
Financial Gravity Asset Management
Texas
$6.48K +$6.44K +1,500 +13,636%
GGI
438
Godsey & Gibb Inc
Virginia
$5.28K
WWM
439
Wolff Wiese Magana
California
$5.2K
HIA
440
Harbor Investment Advisory
Maryland
$5.2K
HCM
441
Hollencrest Capital Management
California
$5.13K
CWP
442
Concord Wealth Partners
Virginia
$4.94K
PFA
443
Pathway Financial Advisers
Indiana
$4.79K
TFA
444
Toth Financial Advisory
Virginia
$4.59K
AssetMark Inc
445
AssetMark Inc
California
$3.8K +$3.8K +331 New
RF
446
Robbins Farley
New Hampshire
$3.73K -$29.3K -2,551 -89%
BWM
447
Baystate Wealth Management
Massachusetts
$2.41K +$35 +3 +1%
PP
448
Pacifica Partners
Canada
$2.3K
CSC
449
Caldwell Sutter Capital
California
$2.3K -$1.5K -131 -40%
MIA
450
Milestone Investment Advisors
Wisconsin
$2.3K