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Invesco Preferred ETF

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
TCPWM
126
Traverso Chambers Private Wealth Management
California
$1.03M +$68.7K +5,984 +7%
JF
127
Joule Financial
Kentucky
$1.02M -$4.36M -380,218 -81%
SW
128
SVB Wealth
Massachusetts
$1.02M
CWM
129
Cornerstone Wealth Management
Missouri
$1.02M +$1.02M +88,431 New
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$1.01M +$241 +21 +0%
CFB
131
Cullen/Frost Bankers
Texas
$996K -$18K -1,567 -2%
CCM
132
Crew Capital Management
Ohio
$984K -$121K -10,559 -11%
CCG
133
Coastwise Capital Group
California
$983K -$90.3K -7,866 -8%
SEI Investments
134
SEI Investments
Pennsylvania
$945K +$2.49K +217 +0.3%
FCA
135
FinTrust Capital Advisors
South Carolina
$943K
EWM
136
Edge Wealth Management
New York
$939K -$1.25M -109,060 -57%
Mariner
137
Mariner
Kansas
$924K -$170K -14,847 -16%
AAP
138
Arax Advisory Partners
Colorado
$923K -$235K -20,506 -20%
NCM
139
Noesis Capital Mangement
Florida
$918K
MCC
140
Money Concepts Capital
Florida
$915K -$408K -55,848 -31%
BWG
141
Beta Wealth Group
California
$915K -$94.9K -8,265 -9%
NA
142
NewEdge Advisors
Louisiana
$913K -$21.4K -1,895 -2%
FMB
143
Field & Main Bank
Kentucky
$905K -$26.6K -2,320 -3%
SPC
144
Sigma Planning Corp
Michigan
$897K +$16.3K +1,424 +2%
SSW
145
Stone Summit Wealth
Florida
$893K +$63.7K +5,550 +8%
TSS
146
Two Sigma Securities
New York
$870K -$749K -65,241 -46%
LC
147
Landaas & Company
Wisconsin
$851K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$847K -$54.9K -4,778 -6%
PIMG
149
Patriot Investment Management Group
Tennessee
$843K -$23.6K -2,055 -3%
JWCA
150
J.W. Coons Advisors
Ohio
$835K