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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 %
GC
201
Guggenheim Capital
Illinois
$1.04M +$31.9K +2,124 +3%
CAG
202
Csenge Advisory Group
Florida
$1.03M -$19.1K -1,268 -2%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$1.01M +$30.9K +2,053 +3%
NC
204
NewSquare Capital
Pennsylvania
$1.01M +$231K +15,367 +30%
RW
205
RVW Wealth
California
$1M +$52.2K +3,773 +6%
QA
206
Quantitative Advantage
Minnesota
$983K +$983K +65,419 New
FMB
207
Field & Main Bank
Kentucky
$941K -$30.8K -2,050 -3%
Northern Trust
208
Northern Trust
Illinois
$934K +$32.6K +2,169 +4%
SFPG
209
Stonebridge Financial Planning Group
Florida
$912K -$28.4K -1,882 -3%
WAS
210
Wealth Advisory Solutions
Indiana
$910K +$2.27K +151 +0.3%
SFG
211
StrategIQ Financial Group
Indiana
$897K +$53.2K +3,540 +6%
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
$895K +$292K +19,400 +48%
CWA
213
Capital Wealth Alliance
Arizona
$886K +$44.9K +2,983 +5%
FUBT
214
First United Bank & Trust
Maryland
$873K +$249K +16,574 +40%
CAC
215
Certified Advisory Corp
Florida
$867K +$114K +7,591 +15%
KWM
216
Kingsview Wealth Management
Oregon
$861K -$874K -58,112 -50%
GM
217
GeoWealth Management
Illinois
$860K -$1.95M -129,802 -69%
AL
218
ACAS LLC
California
$860K +$66.5K +4,427 +8%
BCM
219
Bluefin Capital Management
New York
$859K +$859K +57,181 New
RIA
220
Regal Investment Advisors
Michigan
$851K +$43.9K +2,919 +5%
SB
221
Sunflower Bank
Texas
$847K -$90.7K -6,029 -10%
DADC
222
D.A. Davidson & Co
Montana
$840K +$11.4K +756 +1%
IWN
223
Independent Wealth Network
Iowa
$840K +$840K +55,729 New
CW
224
CreativeOne Wealth
Kansas
$836K +$24.3K +1,613 +3%
TA
225
TrueWealth Advisors
Alabama
$817K -$77.5K -5,154 -9%