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Invesco Financial Preferred ETF

172 hedge funds and large institutions have $297M invested in Invesco Financial Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
61
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$300K +$300K +15,900 New
AFM
102
Abbot Financial Management
Massachusetts
$296K -$18.9K -1,000 -6%
AC
103
Alexandria Capital
Virginia
$296K
AC
104
Avestar Capital
New York
$290K +$290K +14,440 New
BTS
105
BB&T Securities
Virginia
$283K +$226 +12 +0.1%
US Bancorp
106
US Bancorp
Minnesota
$279K -$1.91K -101 -0.7%
CA
107
Cetera Advisors
Colorado
$278K +$79.8K +4,218 +40%
CHA
108
Carmichael Hill & Associates
Maryland
$273K +$273K +14,477 New
EAM
109
Evanson Asset Management
California
$264K -$13.9K -737 -5%
SMC
110
Smith, Moore & Co
Missouri
$250K +$11.1K +589 +5%
FHA
111
Flagship Harbor Advisors
Massachusetts
$249K +$189 +10 +0.1%
KIG
112
Kessler Investment Group
Indiana
$242K -$79.5K -4,214 -25%
HighTower Advisors
113
HighTower Advisors
Illinois
$242K +$7.37K +388 +3%
OPCM
114
Osborne Partners Capital Management
California
$226K
GT
115
Glenmede Trust
Pennsylvania
$226K
SI
116
SII Investments
Wisconsin
$223K -$44.3K -2,354 -17%
SPIA
117
Steward Partners Investment Advisory
New York
$223K +$1.83K +97 +0.8%
VFA
118
Voya Financial Advisors
Connecticut
$221K +$221K +11,707 New
LNC
119
Lincoln National Corp
Pennsylvania
$216K +$216K +11,433 New
Bank of New York Mellon
120
Bank of New York Mellon
New York
$215K -$6.27K -332 -3%
NEPWA
121
New England Private Wealth Advisors
Massachusetts
$213K +$303 +16 +0.1%
UAS
122
United Asset Strategies
New York
$213K +$213K +11,270 New
BHIA
123
Birch Hill Investment Advisors
Massachusetts
$203K +$203K +10,750 New
M&T Bank
124
M&T Bank
New York
$197K
LA
125
LexAurum Advisors
Kansas
$197K +$197K +10,494 New