PGX icon

Invesco Preferred ETF

518 hedge funds and large institutions have $2.84B invested in Invesco Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.2%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
55
Increased
150
Reduced
219
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
526
Regal Investment Advisors
Michigan
-$912K -60,827 Closed
FHA
527
First Horizon Advisors
Tennessee
-$864K -57,678 Closed
TFA
528
Tranquilli Financial Advisor
New Jersey
-$750K -50,019 Closed
NWMG
529
National Wealth Management Group
Ohio
-$741K -49,381 Closed
SFS
530
Sowell Financial Services
Arkansas
-$726K -48,406 Closed
WPC
531
Wedmont Private Capital
Pennsylvania
-$708K -47,656 Closed
PFA
532
Pinnacle Family Advisors
Missouri
-$698K -46,529 Closed
PCM
533
Pennsylvania Capital Management
Pennsylvania
-$692K -46,166 Closed
HHRDM
534
H&H Retirement Design & Management
Nevada
-$563K -41,252 Closed
SIC
535
Salem Investment Counselors
North Carolina
-$502K -33,482 Closed
AWE
536
Avidian Wealth Enterprises
Texas
-$472K -31,463 Closed
BEI
537
Benjamin Edwards Inc
Missouri
-$442K -29,497 Closed
WWM
538
WT Wealth Management
Arizona
-$345K -22,972 Closed
BCM
539
Brookstone Capital Management
Illinois
-$324K -21,936 Closed
MW
540
Marcum Wealth
Ohio
-$314K -20,930 Closed
FFS
541
Founders Financial Securities
Maryland
-$285K -18,984 Closed
MOS
542
MGO One Seven
Ohio
-$251K -16,755 Closed
TWP
543
Tempus Wealth Planning
California
-$244K -16,240 Closed
BWA
544
BDO Wealth Advisors
Florida
-$240K -16,000 Closed
OFA
545
Oak Family Advisors
Illinois
-$229K -15,250 Closed
LP
546
LGL Partners
Pennsylvania
-$200K -13,345 Closed
SHA
547
Seneca House Advisors
Virginia
-$198K -13,232 Closed
MWM
548
Meridian Wealth Management
Kentucky
-$189K -12,611 Closed
VR
549
Viridian RIA
Washington
-$188K -12,556 Closed
JF
550
JSF Financial
California
-$181K -12,050 Closed