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Invesco Preferred ETF

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
RW
201
RVW Wealth
California
$463K -$66.2K -5,767 -12%
MC
202
Moors & Cabot
Massachusetts
$463K -$38.7K -3,374 -8%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$460K -$185K -16,100 -29%
PP
204
Prudential plc
United Kingdom
$459K
AIC
205
Argus Investors Counsel
New York
$457K
SCA
206
Snowden Capital Advisors
New York
$451K +$34.2K +2,977 +8%
BRWA
207
B. Riley Wealth Advisors
Florida
$450K -$9.57K -834 -2%
UCB
208
United Community Bank
South Carolina
$446K +$10.4K +910 +2%
PWLP
209
Prio Wealth Limited Partnership
Massachusetts
$443K
PPWP
210
Proquility Private Wealth Partners
Nevada
$441K +$72.7K +6,335 +20%
WAM
211
Worth Asset Management
Texas
$435K +$5.42K +472 +1%
HP
212
Hilltop Partners
Indiana
$429K -$11.9K -1,039 -3%
DI
213
Disciplined Investments
Oklahoma
$413K +$6.08K +530 +1%
WAS
214
Wealth Advisory Solutions
Indiana
$409K -$63.1K -5,499 -13%
NAG
215
Northstar Advisory Group
New Jersey
$405K -$10.5K -913 -3%
CA
216
Crewe Advisors
Utah
$403K -$6.8M -592,180 -94%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$401K +$13.2K +1,152 +3%
SIS
218
Strategic Investment Solutions
Illinois
$400K -$91.1K -7,934 -19%
SFS
219
Sowell Financial Services
Arkansas
$392K -$36.9K -3,216 -9%
PA
220
Perennial Advisors
New York
$389K -$306K -26,621 -44%
MFS
221
Madrona Financial Services
Washington
$384K +$999 +87 +0.3%
PPW
222
Pasadena Private Wealth
California
$370K +$370K +32,251 New
NFG
223
Nations Financial Group
Iowa
$367K +$85.8K +7,470 +30%
FF
224
Friedenthal Financial
New Jersey
$367K -$13.5K -1,173 -4%
ASN
225
Advisory Services Network
Georgia
$363K +$116K +10,070 +47%