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Invesco Preferred ETF

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
451
Sterling Financial Planning
New Jersey
$38K +$228 +15 +0.6%
SWA
452
SOA Wealth Advisors
New York
$38K +$374 +25 +1%
Jones Financial Companies
453
Jones Financial Companies
Missouri
$37K +$37K +2,485 New
IF
454
Ironwood Financial
Arizona
$36K
ETI
455
Enterprise Trust & Investment
California
$36K
BFG
456
Baron Financial Group
New Jersey
$32.1K +$210 +14 +0.7%
CB
457
CNB Bank
Pennsylvania
$31K +$1.98K +133 +7%
CCMW
458
Cypress Capital Management (Wyoming)
Wyoming
$30K
MA
459
Montag & Associates
Georgia
$20K
HA
460
Herold Advisors
New York
$19K +$19K +1,328 New
AIP
461
Ameritas Investment Partners
Nebraska
$17K -$4.61K -307 -21%
RIM
462
Rockbridge Investment Management
New York
$17K
FGAM
463
Financial Gravity Asset Management
Texas
$15K -$19.7K -1,323 -57%
FRA
464
Front Row Advisors
California
$15K
FWM
465
Focused Wealth Management
New York
$15K +$182 +12 +1%
OSNBOA
466
Old Second National Bank of Aurora
Illinois
$15K +$15K +1,000 New
HPC
467
HM Payson & Co
Maine
$12K
MCM
468
Manchester Capital Management
Vermont
$12K
KIG
469
Kowal Investment Group
Wisconsin
$12K +$12K +794 New
SAM
470
Strategic Asset Management
Minnesota
$12K +$12K +800 New
HWM
471
HighMark Wealth Management
Minnesota
$12K +$12K +806 New
MRCM
472
M&R Capital Management
New Jersey
$10K
EVM
473
Eaton Vance Management
Massachusetts
$9K
RBC
474
Roble Belko & Company
Pennsylvania
$9K
FA
475
Faithward Advisors
Pennsylvania
$9K +$9K +590 New