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Invesco Preferred ETF

502 hedge funds and large institutions have $3.36B invested in Invesco Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 224 increasing their positions, 139 reducing their positions, and 37 closing their positions.

Holders
502
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
41
Increased
224
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$764M 49,876,403 +1,597,835 +3%
Wells Fargo
2
Wells Fargo
California
$334M 21,774,857 -1,674,095 -7%
Morgan Stanley
3
Morgan Stanley
New York
$205M 13,374,252 +124,004 +0.9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$194M 12,691,937 -1,229,440 -9%
Ameriprise
5
Ameriprise
Minnesota
$141M 9,179,956 +296,427 +3%
Bessemer Group
6
Bessemer Group
New Jersey
$128M 8,340,646 +577,168 +7%
LPL Financial
7
LPL Financial
California
$121M 7,918,778 +959,336 +14%
HNB
8
Huntington National Bank
Ohio
$118M 62,999 +62,999 New
UBS Group
9
UBS Group
Switzerland
$103M 6,738,174 +354,158 +6%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$70.4M 4,615,258 +3,952,437 +596%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$59.7M 3,897,373 +1,276,804 +49%
Osaic Holdings
12
Osaic Holdings
Arizona
$44.3M 2,892,558 +713,351 +33%
HI
13
Horizon Investments
North Carolina
$37.1M 2,434,348 +1,234,038 +103%
AA
14
Advisory Alpha
Michigan
$29.7M 1,941,841 +213,322 +12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$26.9M 1,757,714 +119,943 +7%
PI
16
PFS Investments
Georgia
$26.9M 1,750,445 +1,750,445 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$21.1M 1,374,541 +17,113 +1%
KIA
18
KCM Investment Advisors
California
$20.1M 1,310,663 +32,942 +3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$20M 1,306,274 +169,524 +15%
Prudential Financial
20
Prudential Financial
New Jersey
$18.8M 1,225,805 -101,461 -8%
MML Investors Services
21
MML Investors Services
Massachusetts
$17.8M 1,160,098 +82,357 +8%
WP
22
WealthPLAN Partners
Nebraska
$15.9M 1,050,811 -41,970 -4%
Stifel Financial
23
Stifel Financial
Missouri
$15.2M 993,214 +93,736 +10%
Truist Financial
24
Truist Financial
North Carolina
$14.7M 958,851 +1,184 +0.1%
CCM
25
Covington Capital Management
California
$14.2M 924,823 -56,946 -6%