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Invesco Preferred ETF

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
EH
526
Equitable Holdings
New York
-$145K -12,242 Closed
AWA
527
Alta Wealth Advisors
Massachusetts
-$139K -11,738 Closed
CFS
528
CRA Financial Services
New Jersey
-$129K -10,852 Closed
CFO
529
Collective Family Office
Pennsylvania
-$119K -10,000 Closed
SFO
530
Standard Family Office
South Dakota
-$83K -7,000 Closed
Kayne Anderson Rudnick Investment Management
531
Kayne Anderson Rudnick Investment Management
California
-$37K -3,100 Closed
SWM
532
Selective Wealth Management
Virginia
-$32K -2,692 Closed
TWP
533
TFO Wealth Partners
Ohio
-$28K -2,322 Closed
PFA
534
Professional Financial Advisors
Nebraska
-$21K -1,797 Closed
BWP
535
Baldwin Wealth Partners
Massachusetts
-$21K -1,722 Closed
WA
536
Win Advisors
Florida
-$20K -1,642 Closed
RCM
537
Raleigh Capital Management
North Carolina
-$9K -763 Closed
GFPC
538
Global Financial Private Client
Florida
-$8.95K -748 Closed
IAMOG
539
Investors Asset Management of Georgia
Georgia
-$8K -700 Closed
JFGIW
540
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8K -635 Closed
OLVIG
541
Oliver Lagore Vanvalin Investment Group
Michigan
-$7K -570 Closed
AssetMark Inc
542
AssetMark Inc
California
-$2K -131 Closed
FPFS
543
First Personal Financial Services
North Carolina
-$1K -53 Closed
BSSFA
544
Baron Silver Stevens Financial Advisors
Florida
-$359 -46 Closed
OPW
545
Oxler Private Wealth
New York
-$28.8K