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Invesco Preferred ETF

472 hedge funds and large institutions have $2.09B invested in Invesco Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 168 increasing their positions, 173 reducing their positions, and 35 closing their positions.

Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
45
Increased
168
Reduced
173
Closed
35
Calls
$1.51M
Puts
$287K
Net Calls
+$1.22M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$3.7M -$67K -6,119 -2%
SIS
52
Sound Income Strategies
Florida
$3.7M +$227K +20,728 +7%
CAN
53
Cetera Advisor Networks
California
$3.61M -$33.1K -3,024 -0.9%
Jane Street
54
Jane Street
New York
$3.59M +$1.2M +109,845 +50%
LFPWM
55
Leicht Financial Planning & Wealth Management
New Jersey
$3.51M +$149K +13,611 +4%
LOIP
56
Live Oak Investment Partners
Texas
$3.47M -$3.62M
AI
57
Atria Investments
North Carolina
$3.4M +$230K +21,015 +7%
GG
58
Golden Green
South Carolina
$3.36M +$88.1K +8,043 +3%
William Blair & Company
59
William Blair & Company
Illinois
$3.28M +$260K +23,785 +9%
FHB
60
First Hawaiian Bank
Hawaii
$3.24M -$15.1K -1,375 -0.5%
FPB
61
First PREMIER Bank
South Dakota
$3.19M -$447K -40,835 -12%
PC
62
Prairiewood Capital
North Dakota
$3.18M +$429K +39,190 +16%
IRC
63
Investors Research Corp
Georgia
$3.11M -$14.5K -1,320 -0.5%
MFG
64
Merit Financial Group
Georgia
$2.94M +$253K +23,073 +9%
SIS
65
Strategic Investment Solutions
Illinois
$2.91M +$2.82M +252,203 +3,136%
GFS
66
GYL Financial Synergies
Connecticut
$2.81M +$173K +15,844 +7%
DWP
67
Daymark Wealth Partners
Ohio
$2.67M +$18K +1,642 +0.7%
GWM
68
Geneos Wealth Management
Colorado
$2.57M +$120K +10,942 +5%
BFC
69
Blue Fin Capital
Rhode Island
$2.5M -$10.3K -941 -0.4%
KWM
70
Kingsview Wealth Management
Oregon
$2.49M +$2.2M +200,823 +758%
SI
71
Stephens Inc
Arkansas
$2.48M -$230K -21,034 -9%
OPS
72
Orion Portfolio Solutions
Nebraska
$2.44M -$121K -11,047 -5%
BCI
73
Brinker Capital Investments
Pennsylvania
$2.44M -$121K -11,047 -5%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$2.42M -$483K -44,123 -17%
HSA
75
HBK Sorce Advisory
Pennsylvania
$2.41M +$25.3K +2,306 +1%