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Invesco Preferred ETF

535 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+33
Holders Change %
+6.57%
% of All Funds
8.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.23%
New
94
Increased
187
Reduced
167
Closed
55
Calls
$732K
Puts
Net Calls
+$732K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$1.06M -$200K -13,362 -16%
RW
202
RVW Wealth
California
$1.03M -$56.6K -3,773 -5%
IAIM
203
International Assets Investment Management
Florida
$1.02M -$2.89M -192,692 -74%
1WM
204
1900 Wealth Management
Texas
$993K -$354K -23,582 -26%
FMB
205
Field & Main Bank
Kentucky
$962K +$22.5K +1,500 +2%
AC
206
Apella Capital
Connecticut
$943K -$1.21M -80,703 -56%
TWM
207
Tradition Wealth Management
Minnesota
$933K +$213K +14,202 +30%
GM
208
GeoWealth Management
Illinois
$929K +$70.9K +4,738 +8%
CA
209
CSM Advisors
Pennsylvania
$926K +$300K +20,000 +48%
SRC
210
Shufro Rose & Co
New York
$924K +$275K +18,317 +42%
OC
211
Oppenheimer & Co
New York
$921K -$190K -12,639 -17%
MC
212
Moors & Cabot
Massachusetts
$920K +$662K +44,142 +257%
APWA
213
Atlas Private Wealth Advisors
New Jersey
$912K -$125K -8,318 -12%
SFG
214
StrategIQ Financial Group
Indiana
$912K +$16.5K +1,103 +2%
RIA
215
Regal Investment Advisors
Michigan
$912K +$62.9K +4,194 +7%
Northern Trust
216
Northern Trust
Illinois
$903K -$28.6K -1,906 -3%
DADC
217
D.A. Davidson & Co
Montana
$902K +$63.4K +4,224 +8%
CWA
218
Capital Wealth Alliance
Arizona
$888K +$5.83K +389 +0.7%
PA
219
PFG Advisors
Arizona
$876K +$62.6K +4,176 +8%
Cohen & Steers
220
Cohen & Steers
New York
$869K +$869K +57,908 New
FHA
221
First Horizon Advisors
Tennessee
$864K +$116K +7,774 +16%
AL
222
ACAS LLC
California
$854K -$4.53K -302 -0.5%
PFA
223
Professional Financial Advisors
Nebraska
$844K -$542K -36,107 -39%
CA
224
Cetera Advisors
Colorado
$824K +$150K +9,996 +22%
BCP
225
Blue Chip Partners
Michigan
$813K +$813K +54,195 New