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Invesco Financial Preferred ETF

148 hedge funds and large institutions have $334M invested in Invesco Financial Preferred ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+17
Holders Change %
+12.98%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
59
Reduced
36
Closed
8
Calls
$263K
Puts
Net Calls
+$263K
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Shares
Change %
SF
126
Synovus Financial
Georgia
$48K
ECM
127
Exchange Capital Management
Michigan
$41K +$41K +2,149 New
RFA
128
Reilly Financial Advisors
California
$39K
HRC
129
Hoertkorn Richard Charles
$38K
AF
130
Allworth Financial
California
$29K -$4.85K -251 -14%
WA
131
WFG Advisors
Texas
$26K +$6.76K +360 +35%
CFA
132
Carroll Financial Associates
North Carolina
$24K +$24K +1,290 New
Mariner
133
Mariner
Kansas
$22K +$22K +1,150 New
BFEC
134
Benjamin F. Edwards & Company
Missouri
$21K
FPFS
135
First Personal Financial Services
North Carolina
$21K +$21K +1,080 New
BAM
136
Bruderman Asset Management
New York
$20K
AIM
137
Advantage Investment Management
Iowa
$16K +$16K +818 New
RCG
138
Ruggie Capital Group
Florida
$11K
IWM
139
Integrated Wealth Management
California
$11K
MFW
140
Mosaic Family Wealth
Missouri
$10K
AWMS
141
Advocacy Wealth Management Services
Georgia
$7K -$3.74K -191 -35%
LNB
142
Ledyard National Bank
$7K +$7K +361 New
DSC
143
Duncker Streett & Co
Missouri
$6K
S
144
SignatureFD
Georgia
$6K +$6K +291 New
JFA
145
JNBA Financial Advisors
Minnesota
$6K +$6K +291 New
GWS
146
Glassman Wealth Services
Virginia
$4K -$678 -40 -14%
SBL
147
Sargent Bickham Lagudis
Colorado
$132 +$23 +1,191 +21%
UFF
148
USA Financial Formulas
Michigan
-$4.02M -209,277 Closed
Jane Street
149
Jane Street
New York
-$1.19M -62,136 Closed
STMM
150
South Texas Money Management
Texas
-$839K -43,745 Closed