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Invesco Preferred ETF

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
Net Calls
+$795K
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$990K -$210K -16,986 -17%
FIM
152
Freedom Investment Management
Connecticut
$986K -$147K -11,916 -13%
JE
153
JMAC Enterprises
Pennsylvania
$980K -$94.6K -7,665 -9%
NC
154
NewSquare Capital
Pennsylvania
$968K -$154K -12,470 -14%
SEI Investments
155
SEI Investments
Pennsylvania
$962K -$11.6K -939 -1%
SWP
156
Stratos Wealth Partners
Ohio
$957K -$874K -70,781 -48%
MFG
157
Merit Financial Group
Georgia
$955K +$955K +77,386 New
GC
158
Guggenheim Capital
Illinois
$942K -$1.62K -131 -0.2%
IC
159
Intersect Capital
California
$928K +$5.76K +467 +0.6%
TPW
160
Transatlantique Private Wealth
New York
$880K +$880K +71,324 New
BFEC
161
Benjamin F. Edwards & Company
Missouri
$871K +$761K +61,651 +692%
CSIA
162
Charles Schwab Investment Advisory
California
$856K +$149K +12,080 +21%
SRC
163
Shufro Rose & Co
New York
$849K +$16.1K +1,304 +2%
FMB
164
Field & Main Bank
Kentucky
$845K +$48.4K +3,920 +6%
OPA
165
Old Port Advisors
Maine
$827K +$73.5K +5,898 +10%
Mariner
166
Mariner
Kansas
$816K -$253K -20,518 -24%
ACM
167
Antonetti Capital Management
Florida
$813K +$630 +51 +0.1%
CAG
168
Curtis Advisory Group
California
$805K -$980K -79,455 -55%
SFG
169
StrategIQ Financial Group
Indiana
$778K +$36.1K +2,920 +5%
NCM
170
Narwhal Capital Management
Georgia
$765K
M&T Bank
171
M&T Bank
New York
$764K +$79.6K +7,377 +12%
CA
172
CSM Advisors
Pennsylvania
$762K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$752K
RT
174
Rockland Trust
Massachusetts
$743K -$345K -27,969 -32%
William Blair & Company
175
William Blair & Company
Illinois
$726K -$115K -9,318 -14%