PGX icon

Invesco Preferred ETF

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Shares
Change %
PWLP
201
Prio Wealth Limited Partnership
Massachusetts
$438K
FHA
202
First Horizon Advisors
Tennessee
$435K -$25.8K -2,270 -6%
Northern Trust
203
Northern Trust
Illinois
$426K -$34.1K -2,996 -7%
NFG
204
Nations Financial Group
Iowa
$419K +$55.4K +4,875 +15%
DI
205
Disciplined Investments
Oklahoma
$415K +$6.65K +585 +2%
ACA
206
Atlas Capital Advisors
Wyoming
$415K -$91.9K -8,087 -18%
SFS
207
Sowell Financial Services
Arkansas
$415K +$26.4K +2,321 +7%
TSS
208
Two Sigma Securities
New York
$407K -$455K -40,006 -53%
WAS
209
Wealth Advisory Solutions
Indiana
$406K +$512 +45 +0.1%
BWM
210
BCS Wealth Management
Tennessee
$404K +$49.3K +4,339 +14%
NAG
211
Northstar Advisory Group
New Jersey
$401K
Citigroup
212
Citigroup
New York
$396K +$142K +12,466 +56%
ASN
213
Advisory Services Network
Georgia
$395K +$35.4K +3,117 +10%
CIA
214
Capital Investment Advisors
Georgia
$392K +$210K +18,458 +115%
AT
215
American Trust
Kentucky
$390K +$98.6K +8,676 +34%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$384K -$12.9K -1,138 -3%
MIA
217
MainStreet Investment Advisors
Illinois
$380K +$115K +10,110 +43%
MFS
218
Madrona Financial Services
Washington
$380K -$966 -85 -0.3%
PPW
219
Pasadena Private Wealth
California
$377K +$10.5K +920 +3%
AC
220
Apella Capital
Connecticut
$376K +$376K +33,086 New
FF
221
Friedenthal Financial
New Jersey
$372K +$8.21K +722 +2%
PTC
222
Private Trust Company
Ohio
$372K +$112K +9,871 +43%
MC
223
Moors & Cabot
Massachusetts
$366K -$93.2K -8,196 -20%
CAG
224
Csenge Advisory Group
Florida
$365K +$365K +32,088 New
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$357K +$116K +10,240 +48%