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Invesco Preferred ETF

472 hedge funds and large institutions have $2.09B invested in Invesco Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 168 increasing their positions, 173 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
45
Increased
168
Reduced
173
Closed
35
Calls
$1.51M
Puts
$287K
Net Calls
+$1.22M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
426
Colonial Trust
South Carolina
$12.6K
SL
427
Salomon & Ludwin
Virginia
$12.5K +$12.5K +1,146 New
AA
428
AlphaMark Advisors
Kentucky
$11K
FRA
429
Front Row Advisors
California
$11K
MA
430
Montag & Associates
Georgia
$10.3K
WWP
431
WR Wealth Planners
Missouri
$10.2K +$164 +15 +2%
HT
432
Headlands Technologies
Illinois
$9.81K -$26.4K -2,413 -73%
MRCM
433
M&R Capital Management
New Jersey
$9.75K +$2.08K +190 +27%
HPC
434
HM Payson & Co
Maine
$8.87K
PWMG
435
Provence Wealth Management Group
California
$8.87K +$8.87K +810 New
WIM
436
Westside Investment Management
California
$7.71K
CAS
437
Coppell Advisory Solutions
Texas
$7.54K +$4.83K +432 +179%
RA
438
Rise Advisors
New York
$7.36K +$120 +11 +2%
Cohen & Steers
439
Cohen & Steers
New York
$7K -$7.75M -690,705 -100%
FA
440
Faithward Advisors
Pennsylvania
$6.42K -$1.36K -125 -17%
APC
441
Aspire Private Capital
North Carolina
$5.76K
GGI
442
Godsey & Gibb Inc
Virginia
$5.04K
WWM
443
Wolff Wiese Magana
California
$4.96K
HIA
444
Harbor Investment Advisory
Maryland
$4.96K
HCM
445
Hollencrest Capital Management
California
$4.9K
WFA
446
West Financial Advisors
Iowa
$4.85K +$4.85K +443 New
PFA
447
Pathway Financial Advisers
Indiana
$4.57K +$4.57K +417 New
CWP
448
Concord Wealth Partners
Virginia
$4.24K -$471 -43 -10%
FSWA
449
Financial Synergies Wealth Advisors
Texas
$3.52K +$55 +5 +2%
BF
450
BOK Financial
Oklahoma
$3.13K +$3.13K +304 New