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Invesco Preferred ETF

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$10.5M -$111K -9,701 -1%
APP
27
Avantax Planning Partners
Iowa
$10.4M +$2.16M +188,515 +26%
Prudential Financial
28
Prudential Financial
New Jersey
$9.61M -$3.82M -332,491 -28%
CCA
29
Checchi Capital Advisers
California
$8.4M -$406K -35,357 -5%
KIA
30
KCM Investment Advisors
California
$8.4M -$1.6M -139,423 -16%
Jane Street
31
Jane Street
New York
$8.31M -$2.57M -223,655 -24%
FNBTCON
32
First National Bank & Trust Co of Newtown
Pennsylvania
$8.01M -$181K -15,740 -2%
PT
33
Plimoth Trust
Massachusetts
$7.04M -$652K -56,769 -8%
IWC
34
Integrated Wealth Concepts
Massachusetts
$6.78M +$2.67M +232,466 +65%
Lido Advisors
35
Lido Advisors
California
$6.32M +$184K +16,032 +3%
ML
36
McAdam LLC
Pennsylvania
$6.04M -$800K -69,683 -12%
AGA
37
Arkos Global Advisors
Texas
$5.69M +$1.8M +156,447 +46%
PAG
38
Private Advisor Group
New Jersey
$5.36M +$1.66M +144,497 +45%
RCA
39
Reitz Capital Advisors
Michigan
$5.26M -$39.1K -3,405 -0.7%
Truist Financial
40
Truist Financial
North Carolina
$4.73M +$921K +80,206 +24%
Stifel Financial
41
Stifel Financial
Missouri
$4.65M +$66.1K +5,761 +1%
TF
42
Tompkins Financial
New York
$4.59M +$88.1K +7,675 +2%
CAN
43
Cetera Advisor Networks
California
$4.54M +$1.93M +168,026 +74%
KAS
44
Kestra Advisory Services
Texas
$4.53M -$216K -18,828 -5%
Cerity Partners
45
Cerity Partners
New York
$4.35M -$7.93M -676,218 -65%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$4.16M -$3.02M -263,357 -42%
RJA
47
Raymond James & Associates
Florida
$4.14M -$71.3K -6,207 -2%
RA
48
RFG Advisory
Alabama
$4.03M +$346K +30,169 +9%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$3.8M +$1.66M +144,610 +77%
FPB
50
First PREMIER Bank
South Dakota
$3.68M +$26.9K +2,345 +0.7%