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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 %
SI
126
Stephens Inc
Arkansas
$2.15M +$1.13M +73,624 +110%
AWS
127
AJ Wealth Strategies
New York
$2.15M
CAG
128
Curtis Advisory Group
California
$2.12M +$154K +10,055 +8%
BCI
129
Brinker Capital Investments
Pennsylvania
$2.11M -$389K -25,361 -16%
OIA
130
OneDigital Investment Advisors
Kansas
$2.11M -$148K -9,689 -7%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.06M +$30.6K +1,995 +2%
SCA
132
Stokes Capital Advisors
South Carolina
$2.05M +$377K +24,582 +23%
Neuberger Berman Group
133
Neuberger Berman Group
New York
$2.05M +$1.11M +72,505 +118%
CFA
134
Camarda Financial Advisors
Florida
$2.04M +$1.41M +91,965 +224%
JAG
135
Journey Advisory Group
Kentucky
$2M -$240K -15,638 -11%
EPA
136
Element Pointe Advisors
Florida
$2M -$291K -19,230 -13%
AAS
137
Avantax Advisory Services
Texas
$1.92M +$150K +9,811 +8%
RJT
138
Raymond James Trust
Florida
$1.89M +$655K +42,752 +53%
SWP
139
Stratos Wealth Partners
Ohio
$1.89M +$108K +7,038 +6%
MP
140
McDonald Partners
Ohio
$1.88M -$31.4K -2,050 -2%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$1.86M +$716K +46,566 +63%
EWM
142
Edge Wealth Management
New York
$1.84M +$73.4K +4,800 +4%
OIA
143
Optimum Investment Advisors
Illinois
$1.83M -$21K -1,372 -1%
WA
144
Wambolt & Associates
Colorado
$1.82M +$279K +18,256 +18%
CG
145
Colony Group
Massachusetts
$1.82M +$61.4K +4,011 +3%
RG
146
Retirement Group
California
$1.78M -$203K -13,250 -10%
KWM
147
Kingsview Wealth Management
Oregon
$1.77M +$86K +5,618 +5%
CIBC World Market
148
CIBC World Market
Ontario, Canada
$1.76M -$293K -19,109 -14%
IRC
149
Investors Research Corp
Georgia
$1.75M +$409K +26,679 +31%
PSB
150
Piscataqua Savings Bank
New Hampshire
$1.74M +$228K +14,878 +15%