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Invesco Preferred ETF

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
126
Crew Capital Management
Ohio
$1.08M -$45.9K -4,105 -4%
Goldman Sachs
127
Goldman Sachs
New York
$1.07M -$2.52M -225,423 -70%
Mariner
128
Mariner
Kansas
$1.07M +$713K +63,814 +202%
SRC
129
Shufro Rose & Co
New York
$1.05M +$267K +23,875 +34%
CCG
130
Coastwise Capital Group
California
$1.05M -$25.4K -2,269 -2%
GC
131
Guggenheim Capital
Illinois
$1.04M +$147K +13,144 +16%
CCA
132
Clearwater Capital Advisors
Illinois
$1.03M -$1.12M -100,233 -52%
OPA
133
Old Port Advisors
Maine
$1.02M +$158K +14,125 +18%
BIG
134
Boothe Investment Group
Delaware
$1.01M -$152K -13,591 -13%
SW
135
SVB Wealth
Massachusetts
$995K +$995K +89,036 New
EWMCB
136
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$991K +$991K +88,667 New
CFB
137
Cullen/Frost Bankers
Texas
$988K +$281K +25,138 +40%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$986K -$22.3K -1,996 -2%
BWG
139
Beta Wealth Group
California
$983K +$983K +87,951 New
PIMG
140
Patriot Investment Management Group
Tennessee
$943K -$243K -19,428 -20%
FCA
141
FinTrust Capital Advisors
South Carolina
$943K -$1.25M -112,228 -57%
TCPWM
142
Traverso Chambers Private Wealth Management
California
$934K +$61.1K +5,467 +7%
SEI Investments
143
SEI Investments
Pennsylvania
$918K +$46.2K +4,132 +5%
WP
144
WealthPLAN Partners
Nebraska
$915K +$915K +73,316 New
AA
145
AlphaQ Advisors
Florida
$915K +$915K +81,837 New
WIM
146
WealthPlan Investment Management
Nebraska
$913K +$99.5K +7,990 +12%
FMB
147
Field & Main Bank
Kentucky
$907K +$125K +11,150 +16%
NCM
148
Noesis Capital Mangement
Florida
$894K -$49.2K -4,400 -5%
JE
149
JMAC Enterprises
Pennsylvania
$894K -$66.1K -5,909 -7%
Citadel Advisors
150
Citadel Advisors
Florida
$893K +$685K +61,250 +328%