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Invesco Preferred ETF

472 hedge funds and large institutions have $2.09B invested in Invesco Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 168 increasing their positions, 173 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
45
Increased
168
Reduced
173
Closed
35
Calls
$1.51M
Puts
$287K
Net Calls
+$1.22M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
CSC
451
Caldwell Sutter Capital
California
$2.19K
PP
452
Pacifica Partners
Canada
$2.11K
CPG
453
Cornerstone Planning Group
New Jersey
$2.04K +$33 +3 +2%
TFGT
454
TS Financial Group (TSFG)
Illinois
$2K
HL
455
HeadInvest LLC
Maine
$1.76K +$1.76K +163 New
DAM
456
Delta Asset Management
Tennessee
$1.75K
LF
457
Lee Financial
Texas
$1.75K +$1.75K +160 New
WB
458
Webster Bank
Connecticut
$1.41K
PCTC
459
Perkins Coie Trust Company
Washington
$1.4K +$1.4K +128 New
VWM
460
Venturi Wealth Management
Texas
$1.37K
PGAM
461
Princeton Global Asset Management
New Jersey
$1.1K -$11K -1,000 -91%
POIA
462
Pin Oak Investment Advisors
Texas
$1K
OC
463
Oakworth Capital
Alabama
$975 +$975 +89 New
WT
464
Whittier Trust
California
$810
SSB
465
Sandy Spring Bank
Maryland
$788
IPW
466
Impact Partnership Wealth
Georgia
$767
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$701
PA
468
PSI Advisors
Florida
$668
MFT
469
Moisand Fitzgerald Tamayo
Florida
$482 +$482 +44 New
GEA
470
Glen Eagle Advisors
New Jersey
$427
BC
471
Barrett & Company
Rhode Island
$381
HCP
472
Hexagon Capital Partners
Arkansas
$252
PFBT
473
Parkside Financial Bank & Trust
Missouri
$230
PMFA
474
Plante Moran Financial Advisors
Michigan
$153 +$153 +14 New
RL
475
Retireful LLC
Michigan
-$2.34M -206,099 Closed