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Invesco Preferred ETF

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
151
Gould Asset Management
California
$822K +$203K +17,685 +33%
AWM
152
Atticus Wealth Management
Florida
$807K -$1M -87,362 -55%
1IA
153
1620 Investment Advisors
Massachusetts
$787K +$87.7K +7,641 +13%
EWMCB
154
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$782K -$236K -20,563 -23%
HGERS
155
Householder Group Estate & Retirement Specialist
Arizona
$770K +$770K +67,077 New
DADC
156
D.A. Davidson & Co
Montana
$758K +$72.9K +6,351 +11%
AWA
157
Arete Wealth Advisors
Illinois
$752K -$68.2K -5,939 -8%
TPW
158
Transatlantique Private Wealth
New York
$742K -$1.19M -103,266 -61%
SFG
159
StrategIQ Financial Group
Indiana
$724K +$45.6K +3,969 +7%
HighTower Advisors
160
HighTower Advisors
Illinois
$716K +$10.6K +924 +2%
ACM
161
Antonetti Capital Management
Florida
$713K +$13.5K +1,174 +2%
CA
162
CSM Advisors
Pennsylvania
$709K
AWS
163
Atria Wealth Solutions
New York
$702K -$56K -4,877 -7%
BFC
164
Blue Fin Capital
Rhode Island
$674K -$9.16K -846 -1%
CPIG
165
Chicago Partners Investment Group
Illinois
$665K +$119K +10,180 +22%
WIM
166
WealthPlan Investment Management
Nebraska
$664K -$178K -15,486 -21%
SS
167
Simplicity Solutions
Minnesota
$644K +$644K +56,136 New
NC
168
NewSquare Capital
Pennsylvania
$643K -$40K -3,482 -6%
LWMG
169
Levy Wealth Management Group
Pennsylvania
$624K +$608 +53 +0.1%
RG
170
Retirement Group
California
$622K +$622K +54,172 New
MP
171
McDonald Partners
Ohio
$616K -$59.2K -5,155 -9%
AAS
172
Ameritas Advisory Services
Nebraska
$616K +$53.4K +4,585 +9%
NCM
173
Narwhal Capital Management
Georgia
$597K
PSIWM
174
Paradigm Strategies in Wealth Management
Minnesota
$593K +$148K +12,893 +33%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$592K +$580K +50,543 +4,883%