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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 %
PP
201
Prudential plc
United Kingdom
$475K
AIC
202
Argus Investors Counsel
New York
$473K -$2.14K -180 -0.4%
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$472K +$472K +39,764 New
KFS
204
Kaizen Financial Strategies
California
$460K -$14.8K -1,244 -3%
CT
205
Coastline Trust
Rhode Island
$459K -$1M -84,595 -69%
UCB
206
United Community Bank
South Carolina
$451K -$2.02K -170 -0.4%
SFG
207
Sage Financial Group
Pennsylvania
$444K
PA
208
PFG Advisors
Arizona
$442K -$75.5K -6,356 -15%
OA
209
Oxbow Advisors
Texas
$436K -$29.3K -2,464 -6%
PPWP
210
Proquility Private Wealth Partners
Nevada
$434K +$12.6K +1,062 +3%
CSIA
211
Charles Schwab Investment Advisory
California
$430K -$394K -33,158 -48%
SCA
212
Snowden Capital Advisors
New York
$430K -$5.69K -480 -1%
NAG
213
Northstar Advisory Group
New Jersey
$430K
SFS
214
Sowell Financial Services
Arkansas
$429K +$429K +36,111 New
IA
215
IFG Advisory
Georgia
$420K +$807 +68 +0.2%
Northern Trust
216
Northern Trust
Illinois
$414K +$1.73K +146 +0.4%
DI
217
Disciplined Investments
Oklahoma
$414K +$7.77K +654 +2%
MFS
218
Madrona Financial Services
Washington
$413K -$11.8K -992 -3%
IWN
219
Independent Wealth Network
Iowa
$396K +$97.5K +8,198 +33%
FF
220
Friedenthal Financial
New Jersey
$395K +$7.75K +653 +2%
Manulife (Manufacturers Life Insurance)
221
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$393K -$122K -10,305 -24%
RT
222
Rockland Trust
Massachusetts
$390K -$324K -27,328 -45%
LNC
223
Lincoln National Corp
Pennsylvania
$382K -$8.71K -733 -2%
WCM
224
Whitener Capital Management
North Carolina
$381K +$64.3K +5,424 +20%
AF
225
Advisornet Financial
Minnesota
$379K -$749 -63 -0.2%