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Invesco Preferred ETF

518 hedge funds and large institutions have $2.84B invested in Invesco Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.2%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
55
Increased
150
Reduced
219
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
151
Crew Capital Management
Ohio
$1.45M -$28.1K -2,073 -2%
KLCM
152
KG&L Capital Management
Louisiana
$1.44M -$25.4K -1,870 -2%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$1.39M -$609K -44,852 -30%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$1.39M +$100K +7,372 +8%
HGERS
155
Householder Group Estate & Retirement Specialist
Arizona
$1.37M -$139K -10,271 -9%
TYCC
156
Texas Yale Capital Corp
Florida
$1.36M -$5.98M -440,959 -81%
BWA
157
Beam Wealth Advisors
Louisiana
$1.33M -$47.7K -3,513 -3%
BRWA
158
B. Riley Wealth Advisors
Florida
$1.32M -$471K -34,676 -26%
CCG
159
Coastwise Capital Group
California
$1.31M +$1.31M +96,557 New
PAG
160
Paladin Advisory Group
Iowa
$1.3M +$1.3M +96,318 New
1IA
161
1620 Investment Advisors
Massachusetts
$1.26M
FIM
162
Freedom Investment Management
Connecticut
$1.25M -$882K -64,946 -41%
JWCA
163
J.W. Coons Advisors
Ohio
$1.25M -$10.8K -800 -0.9%
NC
164
NewSquare Capital
Pennsylvania
$1.23M +$58K +4,274 +5%
GAM
165
Gould Asset Management
California
$1.21M +$45.8K +3,375 +4%
RT
166
Rockland Trust
Massachusetts
$1.2M -$292K -21,531 -20%
SEI Investments
167
SEI Investments
Pennsylvania
$1.18M -$8.99K -599 -0.8%
JE
168
JMAC Enterprises
Pennsylvania
$1.18M -$64.3K -4,742 -5%
CFB
169
Cullen/Frost Bankers
Texas
$1.18M -$6.19K -456 -0.5%
Mariner
170
Mariner
Kansas
$1.18M -$197K -14,498 -14%
NCM
171
Noesis Capital Mangement
Florida
$1.16M -$30.1K -2,219 -3%
NPP
172
New Potomac Partners
Maryland
$1.16M +$1.36K +100 +0.1%
CSPIA
173
Cary Street Partners Investment Advisory
Virginia
$1.16M +$171K +12,600 +17%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$1.12M +$34.9K +2,580 +3%
BIG
175
Boothe Investment Group
Delaware
$1.12M +$79.1K +5,872 +8%