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Invesco Preferred ETF

470 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 131 increasing their positions, 190 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-23
Holders Change %
-4.67%
% of All Funds
8.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
43
Increased
131
Reduced
190
Closed
60
Calls
$397K
Puts
$265K
Net Calls
+$132K
Net Calls Change
-$663K
Name Holding Trade Value Shares
Change
Shares
Change %
NC
151
NewSquare Capital
Pennsylvania
$929K -$3.02K -254 -0.3%
TCPWM
152
Traverso Chambers Private Wealth Management
California
$927K -$4.54M -382,168 -83%
SEI Investments
153
SEI Investments
Pennsylvania
$926K
MFG
154
Merit Financial Group
Georgia
$919K
OPA
155
Old Port Advisors
Maine
$918K +$128K +10,704 +16%
FIM
156
Freedom Investment Management
Connecticut
$908K -$40.8K -3,437 -4%
AWA
157
Arete Wealth Advisors
Illinois
$897K +$711K +59,807 +382%
SRC
158
Shufro Rose & Co
New York
$832K +$14.7K +1,238 +2%
FMB
159
Field & Main Bank
Kentucky
$831K +$17.7K +1,490 +2%
SSW
160
Stone Summit Wealth
Florida
$831K +$344K +28,960 +71%
CWM
161
Cornerstone Wealth Management
Missouri
$810K +$810K +68,162 New
TSS
162
Two Sigma Securities
New York
$796K +$796K +67,024 New
SPC
163
Sigma Planning Corp
Michigan
$784K -$254K -21,366 -24%
ACM
164
Antonetti Capital Management
Florida
$783K +$630 +53 +0.1%
WIM
165
WealthPlan Investment Management
Nebraska
$775K +$775K +65,326 New
EWA
166
EverSource Wealth Advisors
Alabama
$772K +$768K +64,662 +18,318%
CFB
167
Cullen/Frost Bankers
Texas
$751K -$241K -20,302 -24%
VPIM
168
Vanguard Personalized Indexing Management
California
$751K +$751K +63,246 New
CAG
169
Curtis Advisory Group
California
$744K -$31.4K -2,640 -4%
NCM
170
Narwhal Capital Management
Georgia
$737K
CA
171
CSM Advisors
Pennsylvania
$733K
AWM
172
AE Wealth Management
Kansas
$717K -$383K -32,210 -35%
DADC
173
D.A. Davidson & Co
Montana
$711K +$21.6K +1,817 +3%
SFG
174
StrategIQ Financial Group
Indiana
$704K -$44.8K -3,769 -6%
CA
175
Cetera Advisors
Colorado
$692K -$4.13K -348 -0.6%