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Invesco Preferred ETF

502 hedge funds and large institutions have $3.43B invested in Invesco Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 223 increasing their positions, 133 reducing their positions, and 32 closing their positions.

Holders
502
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
37
Increased
223
Reduced
133
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$788M 52,443,593 +2,567,190 +5%
Wells Fargo
2
Wells Fargo
California
$327M 21,783,490 +8,633 +0%
Morgan Stanley
3
Morgan Stanley
New York
$212M 14,125,447 +751,195 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$173M 11,511,405 -1,180,532 -9%
Ameriprise
5
Ameriprise
Minnesota
$135M 8,993,217 -186,739 -2%
Bessemer Group
6
Bessemer Group
New Jersey
$132M 8,803,221 +462,575 +6%
LPL Financial
7
LPL Financial
California
$124M 8,253,836 +335,058 +4%
HNB
8
Huntington National Bank
Ohio
$120M 104,509 +41,510 +66%
UBS Group
9
UBS Group
Switzerland
$97.8M 6,509,854 -228,320 -3%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$68.5M 4,550,015 -65,243 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$56.9M 3,788,598 -108,775 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$44M 2,927,679 +35,121 +1%
AA
13
Advisory Alpha
Michigan
$35.7M 2,373,432 +431,591 +22%
HI
14
Horizon Investments
North Carolina
$35.4M 2,363,550 -70,798 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$30.3M 2,014,231 +256,517 +15%
PI
16
PFS Investments
Georgia
$27.9M 1,842,415 +91,970 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$22.7M 1,512,273 +205,999 +16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$21.4M 1,425,473 +50,932 +4%
KIA
19
KCM Investment Advisors
California
$20.5M 1,361,447 +50,784 +4%
MML Investors Services
20
MML Investors Services
Massachusetts
$18.3M 1,215,757 +55,659 +5%
AF
21
Allworth Financial
California
$18.3M 1,214,621 +1,183,605 +3,816%
Prudential Financial
22
Prudential Financial
New Jersey
$16.1M 1,058,156 -167,649 -14%
Stifel Financial
23
Stifel Financial
Missouri
$15.7M 1,043,337 +50,123 +5%
CAM
24
Cresset Asset Management
Illinois
$15.4M 1,022,496 +987,344 +2,809%
HI
25
Harbour Investments
Wisconsin
$14.8M 981,986 +90,664 +10%