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Invesco Preferred ETF

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
151
Capital Asset Advisory Services
Michigan
$1.55M -$725K -47,513 -32%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$1.54M +$620K +40,666 +68%
AWM
153
Accel Wealth Management
Iowa
$1.52M +$1.52M +99,864 New
TA
154
TrueWealth Advisors
Alabama
$1.52M +$1.52M +102,463 New
NPP
155
New Potomac Partners
Maryland
$1.5M -$25.9K -1,700 -2%
WA
156
Wambolt & Associates
Colorado
$1.5M -$2.66K -174 -0.2%
BWM
157
BCS Wealth Management
Tennessee
$1.48M -$18.4K -1,209 -1%
M&T Bank
158
M&T Bank
New York
$1.48M +$101K +6,634 +7%
KLCM
159
KG&L Capital Management
Louisiana
$1.41M -$117K -7,687 -8%
RT
160
Rockland Trust
Massachusetts
$1.41M +$125K +8,171 +10%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$1.4M -$751K -49,246 -35%
BCM
162
Brookstone Capital Management
Illinois
$1.36M +$1.36M +89,025 New
CFB
163
Cullen/Frost Bankers
Texas
$1.34M -$5.4K -354 -0.4%
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$1.33M +$950K +62,275 +253%
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$1.31M -$93.4K -6,118 -7%
CFGS
166
Concourse Financial Group Securities
Alabama
$1.3M +$87K +5,698 +7%
GWM
167
Geneos Wealth Management
Colorado
$1.28M +$543K +49,176 +74%
PFA
168
Professional Financial Advisors
Nebraska
$1.27M -$30.5K -2,002 -2%
SI
169
Stephens Inc
Arkansas
$1.23M +$270K +17,711 +28%
AF
170
Advisornet Financial
Minnesota
$1.2M +$30K +1,966 +3%
IBOK
171
Independence Bank of Kentucky
Kentucky
$1.2M +$45.4K +2,975 +4%
GAM
172
Gould Asset Management
California
$1.2M -$26.2K -1,715 -2%
BWA
173
Beam Wealth Advisors
Louisiana
$1.19M +$181K +11,871 +18%
RFN
174
RDA Financial Network
Iowa
$1.18M -$25.2K -1,650 -2%
BEI
175
Benjamin Edwards Inc
Missouri
$1.17M -$699K -45,811 -37%