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Invesco Preferred ETF

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
Net Calls
+$795K
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Shares
Change %
SAMC
26
Spectrum Asset Management (Connecticut)
Connecticut
$11M +$3.45M +279,949 +46%
Creative Planning
27
Creative Planning
Kansas
$10.7M +$680K +55,143 +7%
APP
28
Avantax Planning Partners
Iowa
$10.1M +$3.52M +285,624 +54%
Lido Advisors
29
Lido Advisors
California
$9.32M +$320K +25,946 +4%
PT
30
Plimoth Trust
Massachusetts
$8.95M -$82.6K -6,691 -0.9%
FNBTCON
31
First National Bank & Trust Co of Newtown
Pennsylvania
$8.82M -$9.96K -807 -0.1%
CA
32
Crewe Advisors
Utah
$8.73M -$1.61M -130,756 -16%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$8.73M +$2.68M +217,079 +44%
JF
34
Joule Financial
Kentucky
$8.25M +$8.25M +668,820 New
ML
35
McAdam LLC
Pennsylvania
$6.64M +$26.7K +2,162 +0.4%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$6.12M -$463K -37,494 -7%
Invesco
37
Invesco
Georgia
$6.11M -$721K -58,403 -11%
RCA
38
Reitz Capital Advisors
Michigan
$5.91M +$1.06M +86,210 +22%
TCPWM
39
Traverso Chambers Private Wealth Management
California
$5.68M +$570K +46,212 +11%
PAG
40
Private Advisor Group
New Jersey
$5.6M -$959K -77,743 -15%
Stifel Financial
41
Stifel Financial
Missouri
$5.6M -$2.49M -201,394 -31%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$5.49M +$5.18M +420,153 +1,679%
Goldman Sachs
43
Goldman Sachs
New York
$5.16M +$627K +50,780 +14%
MCC
44
Money Concepts Capital
Florida
$5.1M +$210K +16,875 +4%
TF
45
Tompkins Financial
New York
$4.97M +$218K +17,655 +5%
KAS
46
Kestra Advisory Services
Texas
$4.89M -$3.44M -279,029 -41%
HFG
47
Heron Financial Group
New York
$4.83M -$371K -30,075 -7%
FPB
48
First PREMIER Bank
South Dakota
$4.77M -$85.4K -6,925 -2%
RJA
49
Raymond James & Associates
Florida
$4.76M -$3.6M -291,561 -43%
Truist Financial
50
Truist Financial
North Carolina
$4.76M -$780K -63,165 -14%