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Invesco Preferred ETF

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
Net Calls
+$732K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
501
Concord Wealth Partners
Virginia
$12K +$6.86K +464 +133%
AA
502
Ancora Advisors
Ohio
$12K +$12K +779 New
BC
503
Barnett & Company
Tennessee
$11K -$182K -11,550 -94%
MRCM
504
M&R Capital Management
New Jersey
$10K
RA
505
Rise Advisors
New York
$9.09K +$9.09K +606 New
FA
506
Faithward Advisors
Pennsylvania
$9K
EVM
507
Eaton Vance Management
Massachusetts
$9K
FCMT
508
Founders Capital Management (Texas)
Texas
$8K
APC
509
Aspire Private Capital
North Carolina
$8K
WWM
510
Wolff Wiese Magana
California
$8K
CPFP
511
Clear Perspectives Financial Planning
Ohio
$8K +$8K +532 New
BWM
512
Baystate Wealth Management
Massachusetts
$7K +$3.17K +199 +83%
SFM
513
Signet Financial Management
New Jersey
$7K +$7K +479 New
KA
514
Kozak & Associates
Colorado
$7K +$7K +522 New
TFA
515
Toth Financial Advisory
Virginia
$6K -$3.7M -246,582 -100%
ACA
516
Aptus Capital Advisors
Alabama
$5K
SSB
517
Sandy Spring Bank
Maryland
$5K +$3.85K +242 +336%
RIA
518
Richwood Investment Advisors
Ohio
$5K +$5K +300 New
SCA
519
Stonebridge Capital Advisors
Minnesota
$4K
AIM
520
Anchor Investment Management
South Carolina
$3.75K
PP
521
Pacifica Partners
Canada
$3K
CHC
522
City Holding Co
West Virginia
$2K
HCP
523
Hexagon Capital Partners
Arkansas
$2K
POIA
524
Pin Oak Investment Advisors
Texas
$2K
WB
525
Webster Bank
Connecticut
$2K