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Invesco Preferred ETF

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$998K +$261 +17 +0%
FMB
202
Field & Main Bank
Kentucky
$991K +$6.9K +450 +0.7%
SFPG
203
Stonebridge Financial Planning Group
Florida
$957K +$195K +12,700 +26%
SB
204
Sunflower Bank
Texas
$955K -$64K -4,180 -6%
CA
205
Calton & Associates
Florida
$942K -$29.6K -1,929 -3%
WAS
206
Wealth Advisory Solutions
Indiana
$925K -$1.99K -130 -0.2%
Northern Trust
207
Northern Trust
Illinois
$919K -$152K -9,943 -14%
TA
208
TrueWealth Advisors
Alabama
$911K -$47.9K -3,130 -5%
LWAC
209
Laurel Wealth Advisors (California)
California
$911K -$2.59K -169 -0.3%
JPMorgan Chase & Co
210
JPMorgan Chase & Co
New York
$869K +$26.9K +1,754 +3%
SFG
211
StrategIQ Financial Group
Indiana
$861K +$39.7K +2,589 +5%
PA
212
PFG Advisors
Arizona
$846K +$31.5K +2,053 +4%
DADC
213
D.A. Davidson & Co
Montana
$845K -$41.2K -2,689 -5%
CWA
214
Capital Wealth Alliance
Arizona
$843K +$123K +8,141 +17%
JWCA
215
J.W. Coons Advisors
Ohio
$834K -$171K -11,135 -17%
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$834K +$4.31K +281 +0.5%
CW
217
CreativeOne Wealth
Kansas
$827K -$134K -8,758 -14%
RIA
218
Regal Investment Advisors
Michigan
$823K +$823K +53,714 New
AL
219
ACAS LLC
California
$809K +$2.64K +172 +0.3%
MIAN
220
Mariner Independent Advisor Network
Kansas
$799K +$300K +19,604 +60%
NC
221
NewSquare Capital
Pennsylvania
$794K +$277K +18,052 +53%
IC
222
Intersect Capital
California
$773K -$2.94K -192 -0.4%
SWMG
223
Sanchez Wealth Management Group
Florida
$770K -$30.1K -1,965 -4%
CAC
224
Certified Advisory Corp
Florida
$767K +$168K +10,965 +28%
N
225
Natixis
France
$755K +$7.06K +461 +0.9%