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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 %
BFEC
176
Benjamin F. Edwards & Company
Missouri
$687K -$152K -12,768 -18%
HCM
177
Hilton Capital Management
New York
$681K
RFN
178
RDA Financial Network
Iowa
$635K -$30.5K -2,570 -5%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$624K -$99.6K -8,390 -14%
AAS
180
Ameritas Advisory Services
Nebraska
$607K +$16.8K +1,413 +3%
WAS
181
Wealth Advisory Solutions
Indiana
$603K -$42.2K -3,551 -7%
CIAS
182
Capital Investment Advisory Services
North Carolina
$600K -$8.57K -722 -1%
AWS
183
Atria Wealth Solutions
New York
$587K +$50.3K +4,233 +9%
M&T Bank
184
M&T Bank
New York
$578K -$264K -22,235 -31%
CIBC World Market
185
CIBC World Market
Ontario, Canada
$573K +$573K +48,229 New
DFA
186
DHK Financial Advisors
New Hampshire
$572K +$10.7K +903 +2%
MC
187
Moors & Cabot
Massachusetts
$569K -$68.5K -5,770 -11%
PPWM
188
Paragon Private Wealth Management
Kentucky
$565K
MIAN
189
Mariner Independent Advisor Network
Kansas
$559K -$46.5K -3,917 -8%
FTS
190
Fifth Third Securities
Ohio
$555K -$86K -7,238 -13%
SWMG
191
Sanchez Wealth Management Group
Florida
$538K +$12K +1,009 +2%
BRWA
192
B. Riley Wealth Advisors
Florida
$523K -$430K -36,190 -45%
WAM
193
Worth Asset Management
Texas
$518K +$139K +11,686 +37%
CPIG
194
Chicago Partners Investment Group
Illinois
$514K +$7.64K +688 +2%
FHA
195
First Horizon Advisors
Tennessee
$512K -$41.8K -3,521 -8%
AC
196
Apella Capital
Connecticut
$507K -$38.3K -3,226 -7%
TWM
197
Tradition Wealth Management
Minnesota
$492K -$84.4K -7,105 -15%
CAN
198
Claraphi Advisory Network
United States
$489K -$63.7K -5,360 -12%
ASFA
199
All Season Financial Advisors
Colorado
$483K +$483K +40,644 New
CB
200
Commerce Bank
Missouri
$478K -$511K -43,012 -52%