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Invesco Preferred ETF

470 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 131 increasing their positions, 190 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-23
Holders Change %
-4.67%
% of All Funds
8.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
43
Increased
131
Reduced
190
Closed
60
Calls
$397K
Puts
$265K
Net Calls
+$132K
Net Calls Change
-$663K
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
476
TCI Wealth Advisors
Arizona
-$617K -49,999 Closed
LCM
477
Liberty Capital Management
Michigan
-$456K -36,925 Closed
QWM
478
QP Wealth Management
New Jersey
-$426K -34,500 Closed
RW
479
RVW Wealth
California
-$301K -24,358 Closed
LWMG
480
Levy Wealth Management Group
Pennsylvania
-$289K -23,458 Closed
RL
481
Retireful LLC
Michigan
-$269K -21,794 Closed
DWM
482
Drive Wealth Management
Utah
-$245K -19,879 Closed
AL
483
Aspiriant LLC
California
-$223K -17,991 Closed
AAM
484
Autus Asset Management
Arizona
-$217K -17,537 Closed
SA
485
SWM Advisors
Florida
-$210K -17,052 Closed
AFC
486
AFT Forsyth & Company
Florida
-$208K -16,887 Closed
Millennium Management
487
Millennium Management
New York
-$200K -16,196 Closed
GWAG
488
Garrett Wealth Advisory Group
Texas
-$188K -15,274 Closed
BWFA
489
Baltimore-Washington Financial Advisors
Maryland
-$184K -14,973 Closed
SG
490
StoneX Group
New York
-$174K -14,078 Closed
Wolverine Trading
491
Wolverine Trading
Illinois
-$165K -13,342 Closed
DBT
492
Dubuque Bank & Trust
Iowa
-$149K -12,110 Closed
CCA
493
Conestoga Capital Advisors
Pennsylvania
-$140K -11,350 Closed
MWM
494
Meridian Wealth Management
Kentucky
-$137K -11,107 Closed
SOS
495
Silver Oak Securities
Tennessee
-$136K -10,600 Closed
SW
496
SkyOak Wealth
Michigan
-$129K -10,480 Closed
ESB
497
Essex Savings Bank
Connecticut
-$125K -10,129 Closed
WP
498
WMS Partners
Maryland
-$123K -10,000 Closed
Bessemer Group
499
Bessemer Group
New Jersey
-$123K -10,000 Closed
GLLW
500
Graves Light Lenhart Wealth
Virginia
-$85K -6,921 Closed