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Invesco Preferred ETF

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
151
Wambolt & Associates
Colorado
$1.51M +$42.3K +2,818 +3%
PSIWM
152
Paradigm Strategies in Wealth Management
Minnesota
$1.51M +$1.51M +100,819 New
PFA
153
Professional Financial Advisors
Nebraska
$1.5M +$250K +16,698 +20%
AWM
154
Accel Wealth Management
Iowa
$1.48M -$15.7K -1,046 -1%
PSB
155
Piscataqua Savings Bank
New Hampshire
$1.48M +$1.48M +98,728 New
GG
156
Golden Green
South Carolina
$1.46M -$1.99M -132,989 -58%
KLCM
157
KG&L Capital Management
Louisiana
$1.43M +$41.9K +2,796 +3%
NPP
158
New Potomac Partners
Maryland
$1.42M -$62.4K -4,160 -4%
RT
159
Rockland Trust
Massachusetts
$1.37M -$17.8K -1,187 -1%
AA
160
AlphaMark Advisors
Kentucky
$1.36M +$247K +16,500 +22%
BWA
161
Beam Wealth Advisors
Louisiana
$1.32M +$149K +9,944 +13%
IRC
162
Investors Research Corp
Georgia
$1.31M +$459K +30,623 +54%
M&T Bank
163
M&T Bank
New York
$1.25M -$202K -13,483 -14%
CFGS
164
Concourse Financial Group Securities
Alabama
$1.24M -$34.2K -2,283 -3%
AF
165
Advisornet Financial
Minnesota
$1.22M +$38.1K +2,538 +3%
RJT
166
Raymond James Trust
Florida
$1.21M +$307K +20,428 +34%
IBOK
167
Independence Bank of Kentucky
Kentucky
$1.2M +$14.6K +975 +1%
GAM
168
Gould Asset Management
California
$1.17M -$9K -600 -0.8%
SEI Investments
169
SEI Investments
Pennsylvania
$1.17M +$162K +10,770 +16%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$1.17M -$115K -7,670 -9%
RFN
171
RDA Financial Network
Iowa
$1.16M
IWP
172
Innova Wealth Partners
Pennsylvania
$1.15M +$30.8K +2,052 +3%
RA
173
RFG Advisory
Alabama
$1.13M +$200K +13,338 +21%
AIA
174
Avalon Investment & Advisory
Texas
$1.12M -$13M -865,938 -92%
APA
175
Allegiant Private Advisors
Florida
$1.12M