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Invesco Preferred ETF

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
451
Montag & Associates
Georgia
$20K
GI
452
Gradient Investments
Minnesota
$18K +$18K +1,224 New
RIM
453
Rockbridge Investment Management
New York
$17K
TRCT
454
Tower Research Capital (TRC)
New York
$16K +$16K +1,086 New
FRA
455
Front Row Advisors
California
$15K
EFSCE
456
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$15 +1 +0.1%
FNBOSM
457
First National Bank of South Miami
Florida
$15K +$15K +1,000 New
FWM
458
Focused Wealth Management
New York
$14K +$174 +12 +1%
CWP
459
Concord Wealth Partners
Virginia
$13K +$10K +683 +335%
KFS
460
Kelly Financial Services
Massachusetts
$12.2K +$30 +2 +0.2%
HPC
461
HM Payson & Co
Maine
$12K -$14.6K -984 -55%
FFA
462
Freedman Financial Associates
Massachusetts
$12K
MCM
463
Manchester Capital Management
Vermont
$12K
GAM
464
Grandview Asset Management
Pennsylvania
$11K +$11K +717 New
EP
465
Eudaimonia Partners
Tennessee
$11K +$11K +760 New
MRCM
466
M&R Capital Management
New Jersey
$10K
RBC
467
Roble Belko & Company
Pennsylvania
$9K
Jones Financial Companies
468
Jones Financial Companies
Missouri
$9K
AssetMark Inc
469
AssetMark Inc
California
$9K +$8.91K +600 +10,000%
FCMT
470
Founders Capital Management (Texas)
Texas
$8K
APC
471
Aspire Private Capital
North Carolina
$8K
WWM
472
Wolff Wiese Magana
California
$8K
AWM
473
Avior Wealth Management
Nebraska
$7K
FF
474
FourThought Financial
Florida
$7K
VNA
475
Valley National Advisers
Pennsylvania
$6K +$6K +378 New