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Invesco Preferred ETF

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
426
Clearview Wealth Advisors
Oregon
$12.2K -$3.07K -270 -20%
AA
427
AlphaMark Advisors
Kentucky
$11K
FRA
428
Front Row Advisors
California
$11K
MA
429
Montag & Associates
Georgia
$10.7K
WWP
430
WR Wealth Planners
Missouri
$10.4K +$171 +15 +2%
HPC
431
HM Payson & Co
Maine
$9.21K
FA
432
Faithward Advisors
Pennsylvania
$8.05K -$22.2K -1,973 -73%
WIM
433
Westside Investment Management
California
$8.01K
MRCM
434
M&R Capital Management
New Jersey
$7.96K
RA
435
Rise Advisors
New York
$7.52K +$114 +10 +2%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$6.19K +$6.19K +544 New
APC
437
Aspire Private Capital
North Carolina
$5.98K -$14K -1,230 -70%
GGI
438
Godsey & Gibb Inc
Virginia
$5.23K
HIA
439
Harbor Investment Advisory
Maryland
$5.15K
WWM
440
Wolff Wiese Magana
California
$5.15K
HCM
441
Hollencrest Capital Management
California
$5.08K
CWP
442
Concord Wealth Partners
Virginia
$4.89K
RF
443
Robbins Farley
New Hampshire
$3.7K
FSWA
444
Financial Synergies Wealth Advisors
Texas
$3.6K +$3.6K +316 New
CAS
445
Coppell Advisory Solutions
Texas
$2.72K +$2.72K +242 New
BWM
446
Baystate Wealth Management
Massachusetts
$2.43K +$46 +4 +2%
PP
447
Pacifica Partners
Canada
$2.28K
CSC
448
Caldwell Sutter Capital
California
$2.27K
CPG
449
Cornerstone Planning Group
New Jersey
$2.09K +$2.09K +183 New
TFGT
450
TS Financial Group (TSFG)
Illinois
$2K -$6.08K -638 -75%