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Invesco Preferred ETF

518 hedge funds and large institutions have $2.84B invested in Invesco Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.2%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
55
Increased
150
Reduced
219
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
451
Townsend Asset Management
North Carolina
$45K
BBHC
452
Brown Brothers Harriman & Co
New York
$42K +$42K +3,080 New
GEA
453
Glen Eagle Advisors
New Jersey
$41.2K
Fidelity Investments
454
Fidelity Investments
Massachusetts
$40K -$253K -18,538 -86%
TH
455
TCTC Holdings
Texas
$38K
BWM
456
BerganKDV Wealth Management
Minnesota
$37K
MAWCM
457
Mine & Arao Wealth Creation & Management
California
$36K
SWA
458
SOA Wealth Advisors
New York
$35K +$404 +30 +1%
HPC
459
HM Payson & Co
Maine
$35K +$24.1K +1,802 +222%
WA
460
Win Advisors
Florida
$34K -$2.74M -202,731 -99%
CAL
461
Capital Analysts LLC
Pennsylvania
$32K -$40.3K -2,962 -56%
BFG
462
Baron Financial Group
New Jersey
$31.8K +$2.62K +193 +9%
TIM
463
Tortoise Investment Management
New York
$28K
CB
464
CNB Bank
Pennsylvania
$26K
PFA
465
Professional Financial Advisors
Nebraska
$24K -$727K -54,440 -97%
HWA
466
HHM Wealth Advisors
Tennessee
$24K -$14K -1,023 -37%
BWP
467
Baldwin Wealth Partners
Massachusetts
$24K +$24K +1,767 New
HBW
468
Hazlett, Burt & Watson
West Virginia
$23K +$23K +1,718 New
HA
469
Herold Advisors
New York
$18K +$18K +1,328 New
MA
470
Montag & Associates
Georgia
$18K
ACA
471
Atlas Capital Advisors
Wyoming
$16.6K -$191K -14,100 -92%
RIM
472
Rockbridge Investment Management
New York
$14.9K
FRA
473
Front Row Advisors
California
$14K
FFWM
474
Future Financial Wealth Management
Ohio
$14K
FWM
475
Focused Wealth Management
New York
$14K +$180 +13 +1%