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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 %
PO
501
Private Ocean
California
-$74K -6,063 Closed
JPLA
502
Joseph P. Lucia & Associates
New York
-$68K -5,505 Closed
HIM
503
Hillsdale Investment Management
Ontario, Canada
-$52K -4,200 Closed
CA
504
CoreCap Advisors
Michigan
-$50K -4,066 Closed
CWM
505
Curi Wealth Management
North Carolina
-$50K -4,037 Closed
CAGAS
506
Capital Advisory Group Advisory Services
Minnesota
-$48K -3,954 Closed
MTIC
507
Missouri Trust & Investment Company
Missouri
-$37K -3,000 Closed
Qube Research & Technologies (QRT)
508
Qube Research & Technologies (QRT)
United Kingdom
-$35K -2,872 Closed
MAWCM
509
Mine & Arao Wealth Creation & Management
California
-$33K -2,650 Closed
BFG
510
Baron Financial Group
New Jersey
-$26.9K -2,180 Closed
PFGIA
511
Patriot Financial Group Insurance Agency
Massachusetts
-$22K -1,773 Closed
ECM
512
ExodusPoint Capital Management
New York
-$20K -1,656 Closed
SC
513
SouthState Corp
Florida
-$19K -1,545 Closed
CAAS
514
Capital Asset Advisory Services
Michigan
-$12K -952 Closed
Deutsche Bank
515
Deutsche Bank
Germany
-$12K -945 Closed
TCWM
516
Total Clarity Wealth Management
Illinois
-$11K -900 Closed
KA
517
Kozak & Associates
Colorado
-$6K -522 Closed
CWP
518
Concord Wealth Partners
Virginia
-$5K -430 Closed
S
519
SignatureFD
Georgia
-$4K -331 Closed
SCA
520
Stonebridge Capital Advisors
Minnesota
-$4K -299 Closed
CHC
521
City Holding Co
West Virginia
-$2K -142 Closed
Simplex Trading
522
Simplex Trading
Illinois
-$1K -100 Closed
PSC
523
Piper Sandler & Co
Minnesota
-$1K -100 Closed
IWP
524
IAG Wealth Partners
Wisconsin
-$1K -56 Closed