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Invesco Preferred ETF

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAWCM
451
Mine & Arao Wealth Creation & Management
California
$40K
SWA
452
SOA Wealth Advisors
New York
$38K +$227 +15 +0.6%
SFP
453
Sterling Financial Planning
New Jersey
$38K +$5.32K +348 +16%
ETI
454
Enterprise Trust & Investment
California
$37K +$37K +2,400 New
IF
455
Ironwood Financial
Arizona
$36K +$3.48K +230 +11%
FGAM
456
Financial Gravity Asset Management
Texas
$35K +$15.1K +1,002 +75%
Fidelity Investments
457
Fidelity Investments
Massachusetts
$34K +$4.43K +289 +15%
BFG
458
Baron Financial Group
New Jersey
$32.5K -$45K -2,937 -58%
CCMW
459
Cypress Capital Management (Wyoming)
Wyoming
$31K
CB
460
CNB Bank
Pennsylvania
$30K
AIP
461
Ameritas Investment Partners
Nebraska
$22K -$6.86K -449 -24%
MA
462
Montag & Associates
Georgia
$21K
RIM
463
Rockbridge Investment Management
New York
$17K
FRA
464
Front Row Advisors
California
$15K
FNBOSM
465
First National Bank of South Miami
Florida
$15K
FWM
466
Focused Wealth Management
New York
$15K +$185 +12 +1%
SB
467
Strategic Blueprint
Georgia
$14K +$14K +925 New
HPC
468
HM Payson & Co
Maine
$12K
MCM
469
Manchester Capital Management
Vermont
$12K
CWP
470
Concord Wealth Partners
Virginia
$10K -$3.16K -213 -24%
MRCM
471
M&R Capital Management
New Jersey
$10K
RBC
472
Roble Belko & Company
Pennsylvania
$9K
SCA
473
Stonebridge Capital Advisors
Minnesota
$9K +$4.5K +299 +100%
EVM
474
Eaton Vance Management
Massachusetts
$9K +$4.72K +315 +110%
WWM
475
Wolff Wiese Magana
California
$8K -$532 -35 -6%