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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 %
FGAM
76
Financial Gravity Asset Management
Texas
$2.4M +$2.28M +27,552 +1,823%
First Trust Advisors
77
First Trust Advisors
Illinois
$2.36M +$657K +59,958 +38%
Cerity Partners
78
Cerity Partners
New York
$2.36M -$1.46M -133,026 -38%
IAN
79
Integrated Advisors Network
Texas
$2.34M -$107K -9,810 -4%
IA
80
IFP Advisors
Florida
$2.33M +$84.9K +7,752 +4%
SPIA
81
Steward Partners Investment Advisory
New York
$2.31M +$126K +11,537 +6%
ORC
82
O'Rourke & Company
Massachusetts
$2.27M -$97.8K -8,931 -4%
KLCM
83
KG&L Capital Management
Louisiana
$2.14M +$565K +51,604 +36%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$2.1M -$99.3K -9,064 -5%
HWM
85
Howard Wealth Management
Connecticut
$2.08M -$74.5K -6,800 -3%
AA
86
Advisory Alpha
Michigan
$2.06M +$41.9K +3,828 +2%
WANY
87
Wealthspire Advisors (New York)
New York
$2.05M +$2.05M +187,568 New
EWA
88
Etesian Wealth Advisors
Oregon
$2.04M -$106K -9,672 -5%
BWG
89
Beta Wealth Group
California
$1.96M +$42.9K +3,921 +2%
KC
90
Kades & Cheifetz
Pennsylvania
$1.94M +$700K +63,924 +57%
Comerica Bank
91
Comerica Bank
Texas
$1.92M +$1.18M +107,315 +159%
ONB
92
Old National Bancorp
Indiana
$1.9M -$335K -30,551 -15%
TCA
93
Transcend Capital Advisors
New Jersey
$1.88M +$173K +15,783 +10%
Goldman Sachs
94
Goldman Sachs
New York
$1.84M +$962K +87,815 +109%
SKK
95
Shepherd Kaplan Krochuk
Massachusetts
$1.82M +$53.4K +4,877 +3%
OC
96
Oppenheimer & Co
New York
$1.74M +$94.7K +8,645 +6%
Invesco
97
Invesco
Georgia
$1.69M -$118K -10,800 -7%
BIG
98
Boothe Investment Group
Delaware
$1.67M +$244K +22,250 +17%
GRP
99
Global Retirement Partners
California
$1.59M +$102K +9,625 +7%
NW
100
NewEdge Wealth
Pennsylvania
$1.56M +$432K +39,419 +38%