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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.

New
Increased
Maintained
Reduced
Closed
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 %
GWSG
126
GPS Wealth Strategies Group
Colorado
$1.04M +$97.6K +8,910 +10%
NA
127
NewEdge Advisors
Louisiana
$1.01M -$137K -12,495 -12%
WPC
128
White Pine Capital
Minnesota
$1.01M +$251K +22,882 +33%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$986K -$1.02M -93,431 -51%
FMB
130
Field & Main Bank
Kentucky
$981K +$70.3K +6,420 +8%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$970K -$136K -12,380 -12%
CCG
132
Coastwise Capital Group
California
$938K -$15.6K -1,427 -2%
AWM
133
Accel Wealth Management
Iowa
$935K -$85.2K -7,785 -8%
SEI Investments
134
SEI Investments
Pennsylvania
$908K
AC
135
AlphaCore Capital
California
$901K
AWA
136
Aletheian Wealth Advisors
Washington
$896K +$2.58K +236 +0.3%
SFS
137
Sowell Financial Services
Arkansas
$887K +$488K +44,527 +122%
GAM
138
Gould Asset Management
California
$868K +$79.5K +7,260 +10%
CFB
139
Cullen/Frost Bankers
Texas
$865K -$35.2K -3,211 -4%
IBOK
140
Independence Bank of Kentucky
Kentucky
$856K +$402K +36,705 +89%
Mariner
141
Mariner
Kansas
$840K -$133K -12,178 -14%
CTC
142
Central Trust Company
Missouri
$830K -$131K -11,982 -14%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$825K -$23.3K -2,124 -3%
SFG
144
StrategIQ Financial Group
Indiana
$822K +$90.4K +8,255 +12%
GC
145
Gratus Capital
Georgia
$821K
DADC
146
D.A. Davidson & Co
Montana
$814K +$3.35K +306 +0.4%
IWN
147
Independent Wealth Network
Iowa
$807K +$84.9K +7,751 +12%
SPC
148
Sigma Planning Corp
Michigan
$801K -$89.6K -8,187 -10%
NCM
149
Noesis Capital Mangement
Florida
$766K -$101K -9,200 -12%
SSW
150
Stone Summit Wealth
Florida
$752K -$49.1K -4,485 -6%