PGX icon

Invesco Preferred ETF

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
451
Bessemer Group
New Jersey
$13K +$13K +825 New
KFS
452
Kelly Financial Services
Massachusetts
$12.3K +$12.3K +809 New
CAL
453
Capital Analysts LLC
Pennsylvania
$12K
MCM
454
Manchester Capital Management
Vermont
$12K +$12K +775 New
FFA
455
Freedman Financial Associates
Massachusetts
$12K +$12K +800 New
SNT
456
Security National Trust
West Virginia
$11K
MRCM
457
M&R Capital Management
New Jersey
$10K +$10K +700 New
RBC
458
Roble Belko & Company
Pennsylvania
$9K
WWM
459
Wolff Wiese Magana
California
$9K +$9K +561 New
Jones Financial Companies
460
Jones Financial Companies
Missouri
$9K +$9K +590 New
FGAM
461
Financial Gravity Asset Management
Texas
$9K +$9K +610 New
APC
462
Aspire Private Capital
North Carolina
$8K
FCMT
463
Founders Capital Management (Texas)
Texas
$8K +$8K +520 New
AWM
464
Avior Wealth Management
Nebraska
$7K
FF
465
FourThought Financial
Florida
$7K +$7K +500 New
BDWCC
466
B&D White Capital Company
Texas
$7K +$7K +500 New
PB
467
Pinnacle Bancorp
Nebraska
$5K
FHA
468
First Horizon Advisors
Tennessee
$5K +$54 +4 +1%
PCIA
469
Prime Capital Investment Advisors
Kansas
$5K +$5K +338 New
FFW
470
Fusion Family Wealth
New York
$4K
BWA
471
BDO Wealth Advisors
Florida
$4K
PMFA
472
Plante Moran Financial Advisors
Michigan
$4K +$4K +292 New
AIM
473
Anchor Investment Management
South Carolina
$3.82K
CA
474
Clearstead Advisors
Ohio
$3K
HCP
475
Hexagon Capital Partners
Arkansas
$3K