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Invesco Preferred ETF

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
Net Calls
+$732K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Shares
Change %
BW
451
Bison Wealth
Georgia
$82K -$10.9K -734 -12%
CAL
452
Capital Analysts LLC
Pennsylvania
$80K -$49.7K -3,300 -38%
FAG
453
Fortitude Advisory Group
Washington
$77K +$77K +5,119 New
DSC
454
Duncker Streett & Co
Missouri
$75K -$10.5K -700 -12%
UB
455
UMB Bank
Missouri
$70K +$70K +4,673 New
CWM
456
Cedar Wealth Management
California
$69K
EW
457
Evoke Wealth
California
$69K
BFEC
458
Benjamin F. Edwards & Company
Missouri
$68K +$419 +28 +0.6%
CFA
459
Carroll Financial Associates
North Carolina
$66K
WT
460
Whittier Trust
California
$63K
CFRPA
461
Castle Financial & Retirement Planning Associates
New Jersey
$61K +$61K +4,430 New
PO
462
Private Ocean
California
$60K -$15 -1 -0%
PFSC
463
Peoples Financial Services Corp
Pennsylvania
$60K
CWM
464
Curi Wealth Management
North Carolina
$60K +$60K +4,034 New
MTIC
465
Missouri Trust & Investment Company
Missouri
$58K +$58K +3,859 New
PA
466
Parallel Advisors
California
$53K -$19.3K -1,300 -27%
SA
467
SRH Advisors
Kansas
$53K
CA
468
CoreCap Advisors
Michigan
$52K +$52K +3,459 New
TAM
469
Townsend Asset Management
North Carolina
$50K
TRCT
470
Tower Research Capital (TRC)
New York
$48K +$45.2K +3,019 +1,623%
GEA
471
Glen Eagle Advisors
New Jersey
$45.6K
S
472
SignatureFD
Georgia
$44K -$11.8K -780 -21%
TH
473
TCTC Holdings
Texas
$42K
HWA
474
HHM Wealth Advisors
Tennessee
$42K
BWM
475
BerganKDV Wealth Management
Minnesota
$41K -$22.4K -1,500 -35%