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Invesco Preferred ETF

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$1.73M -$147K -9,579 -8%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$1.72M +$37.6K +2,454 +2%
BFC
153
Blue Fin Capital
Rhode Island
$1.72M -$4.58K -299 -0.3%
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$1.71M +$1.71M +111,311 New
ACM
155
AlphaStar Capital Management
North Carolina
$1.66M +$52.3K +3,415 +3%
SDAM
156
Shulman DeMeo Asset Management
New York
$1.62M -$247K -16,097 -13%
CCM
157
Crew Capital Management
Ohio
$1.62M -$3.06K -200 -0.2%
LC
158
Landaas & Company
Wisconsin
$1.59M
CB
159
Commerce Bank
Missouri
$1.57M +$4.06K +265 +0.3%
GWM
160
Geneos Wealth Management
Colorado
$1.56M -$289K -18,858 -16%
Creative Planning
161
Creative Planning
Kansas
$1.56M -$9.73M -635,175 -86%
AWM
162
Accel Wealth Management
Iowa
$1.56M +$44.9K +2,928 +3%
AA
163
AlphaMark Advisors
Kentucky
$1.56M +$167K +10,900 +12%
BCM
164
Brookstone Capital Management
Illinois
$1.54M +$1.54M +100,971 New
BWA
165
Beam Wealth Advisors
Louisiana
$1.54M +$190K +12,384 +14%
KLCM
166
KG&L Capital Management
Louisiana
$1.53M +$64.9K +4,238 +4%
PAS
167
Park Avenue Securities
New York
$1.52M -$259K -16,894 -15%
TFA
168
Tranquilli Financial Advisor
New Jersey
$1.48M +$1.48M +96,824 New
RA
169
RFG Advisory
Alabama
$1.46M +$306K +20,005 +27%
PFA
170
Professional Financial Advisors
Nebraska
$1.46M -$63.1K -4,141 -4%
SIS
171
Sound Income Strategies
Florida
$1.43M +$451K +29,430 +46%
AMG
172
Advisors Management Group
Wisconsin
$1.42M +$284K +18,551 +25%
GFPC
173
Global Financial Private Client
Florida
$1.41M +$346K +22,605 +32%
TCA
174
Transcend Capital Advisors
New Jersey
$1.41M +$562K +36,700 +67%
NPP
175
New Potomac Partners
Maryland
$1.4M -$49.3K -3,215 -3%