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Invesco Preferred ETF

470 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 131 increasing their positions, 190 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-23
Holders Change %
-4.67%
% of All Funds
8.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
43
Increased
131
Reduced
190
Closed
60
Calls
$397K
Puts
$265K
Net Calls
+$132K
Net Calls Change
-$663K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
126
Crew Capital Management
Ohio
$1.19M -$34.6K -2,911 -3%
LC
127
Landaas & Company
Wisconsin
$1.17M
SFA
128
Sequoia Financial Advisors
Ohio
$1.16M -$472K -39,756 -29%
CCG
129
Coastwise Capital Group
California
$1.14M -$24.4K -2,055 -2%
EWM
130
Edge Wealth Management
New York
$1.13M -$148K -12,495 -12%
PIMG
131
Patriot Investment Management Group
Tennessee
$1.13M -$179K -15,044 -14%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$1.12M +$452K +38,085 +68%
NA
133
NewEdge Advisors
Louisiana
$1.1M -$696K -58,573 -39%
GAM
134
Gould Asset Management
California
$1.08M -$356 -30 -0%
JWCA
135
J.W. Coons Advisors
Ohio
$1.08M
MP
136
McDonald Partners
Ohio
$1.08M -$181K -15,200 -14%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$1.07M
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$1.07M -$55.5K -4,670 -5%
JE
139
JMAC Enterprises
Pennsylvania
$1.02M +$76.8K +6,462 +8%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$1M -$52.5K -4,418 -5%
NCM
141
Noesis Capital Mangement
Florida
$1M -$16.9K -1,425 -2%
HighTower Advisors
142
HighTower Advisors
Illinois
$999K -$196K -16,462 -16%
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$985K -$109K -9,146 -10%
HF
144
HRT Financial
New York
$975K +$975K +82,148 New
CCG
145
Chatham Capital Group
Georgia
$956K -$218K -18,335 -19%
BFC
146
Blue Fin Capital
Rhode Island
$955K -$325K -27,404 -25%
GC
147
Guggenheim Capital
Illinois
$952K +$45.2K +3,809 +5%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$945K -$69K -5,818 -7%
JAG
149
Journey Advisory Group
Kentucky
$943K -$73.4K -6,182 -7%
1IA
150
1620 Investment Advisors
Massachusetts
$935K -$25K -2,103 -3%