PGX icon

Invesco Preferred ETF

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
51
MV Capital Management
Maryland
$7.89M +$127K +8,276 +2%
PJSIMP
52
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.37M +$2.15M +142,324 +41%
PA
53
Perennial Advisors
New York
$7.3M +$145K +9,472 +2%
Invesco
54
Invesco
Georgia
$7.23M -$87.1K -5,687 -1%
BRWA
55
B. Riley Wealth Advisors
Florida
$7.16M -$298K -19,444 -4%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$7.12M +$610K +39,795 +9%
CCMG
57
Clark Capital Management Group
Pennsylvania
$6.76M -$3.69M -241,009 -35%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$6.63M +$240K +15,644 +4%
SFA
59
Sequoia Financial Advisors
Ohio
$6.5M +$780K +50,928 +14%
AGA
60
Arkos Global Advisors
Texas
$6.45M +$63.9K +4,170 +1%
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
$6.34M +$1.52M +98,943 +31%
HFG
62
Heron Financial Group
New York
$6.07M +$471K +30,715 +8%
GRP
63
Global Retirement Partners
California
$5.87M +$434K +28,355 +8%
CAN
64
Cetera Advisor Networks
California
$5.82M +$4.89M +319,299 +526%
CCM
65
Compton Capital Management
Rhode Island
$5.77M
HHRDM
66
H&H Retirement Design & Management
Nevada
$5.71M -$91K -6,000 -2%
OPS
67
Orion Portfolio Solutions
Nebraska
$5.49M +$19.2K +1,252 +0.4%
ACA
68
Atlas Capital Advisors
Wyoming
$5.48M -$495K -32,315 -8%
FPB
69
First PREMIER Bank
South Dakota
$5.41M +$1.11M +72,409 +26%
TCPWM
70
Traverso Chambers Private Wealth Management
California
$5.34M +$365K +23,814 +7%
AAP
71
Arax Advisory Partners
Colorado
$5.2M +$5.2M +339,199 New
BEC
72
Blue Edge Capital
Virginia
$5.13M +$17.7K +1,156 +0.3%
RFM
73
Royal Fund Management
Florida
$5.11M +$679K +44,320 +15%
RCA
74
Reitz Capital Advisors
Michigan
$5.1M +$765K +49,900 +18%
NA
75
NewEdge Advisors
Louisiana
$4.95M +$94.5K +6,171 +2%