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Invesco Preferred ETF

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
176
Meeder Asset Management
Ohio
$1.37M +$251K +16,688 +22%
1WM
177
1900 Wealth Management
Texas
$1.35M +$22.6K +1,503 +2%
NPP
178
New Potomac Partners
Maryland
$1.34M -$25.9K -1,725 -2%
CFB
179
Cullen/Frost Bankers
Texas
$1.32M -$4.64K -309 -0.4%
M&T Bank
180
M&T Bank
New York
$1.28M +$2.62K +174 +0.2%
CFGS
181
Concourse Financial Group Securities
Alabama
$1.27M -$37.7K -2,512 -3%
TCA
182
Transcend Capital Advisors
New Jersey
$1.27M -$117K -7,782 -8%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$1.26M -$556K -36,960 -31%
KA
184
Kovack Advisors
Florida
$1.26M +$152K +10,085 +14%
MAFM
185
Mid Atlantic Financial Management
Pennsylvania
$1.26M +$482K +24,554 +62%
SFA
186
Sequoia Financial Advisors
Ohio
$1.25M -$5.12M -340,902 -80%
IWP
187
Innova Wealth Partners
Pennsylvania
$1.23M +$27.6K +1,834 +2%
PAS
188
Park Avenue Securities
New York
$1.22M -$270K -17,981 -18%
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$1.2M +$214K +14,270 +22%
IBOK
190
Independence Bank of Kentucky
Kentucky
$1.19M +$21.8K +1,450 +2%
CAAS
191
Capital Asset Advisory Services
Michigan
$1.19M +$599K +39,882 +101%
SEI Investments
192
SEI Investments
Pennsylvania
$1.18M +$1.6K +107 +0.1%
GAM
193
Gould Asset Management
California
$1.18M +$5.86K +390 +0.5%
FTS
194
Fifth Third Securities
Ohio
$1.15M -$31.8K -2,115 -3%
RFN
195
RDA Financial Network
Iowa
$1.14M -$7.52K -500 -0.7%
OC
196
Oppenheimer & Co
New York
$1.11M -$2.11M -140,464 -65%
JPMorgan Chase & Co
197
JPMorgan Chase & Co
New York
$1.11M +$258K +17,194 +30%
BIG
198
Boothe Investment Group
Delaware
$1.1M +$31.4K +2,087 +3%
JWCA
199
J.W. Coons Advisors
Ohio
$1.04M +$220K +14,495 +27%
APWA
200
Atlas Private Wealth Advisors
New Jersey
$1.04M