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Invesco Financial Preferred ETF

153 hedge funds and large institutions have $295M invested in Invesco Financial Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
52
Reduced
53
Closed
22
Calls
Puts
$839K
Net Calls
-$839K
Net Calls Change
+$833K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
126
Next Financial Group
Texas
$88K -$130K -6,930 -60%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$75K +$54.9K +2,953 +274%
WEC
128
Winslow Evans & Crocker
Massachusetts
$70.8K +$1.31K +70 +2%
ASN
129
Advisory Services Network
Georgia
$60K +$60K +3,202 New
1832 Asset Management
130
1832 Asset Management
Ontario, Canada
$58K +$58K +3,100 New
SF
131
Synovus Financial
Georgia
$47K
WAM
132
Wolverine Asset Management
Illinois
$39K +$39K +2,100 New
RFA
133
Reilly Financial Advisors
California
$38K
WP
134
WealthPLAN Partners
Nebraska
$32.1K +$32.1K +1,709 New
AF
135
Allworth Financial
California
$28K
GI
136
Gradient Investments
Minnesota
$25K +$25K +1,359 New
CFA
137
Carroll Financial Associates
North Carolina
$24K
FPFS
138
First Personal Financial Services
North Carolina
$20K
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$39.6K -2,158 -68%
BCI
140
Brinker Capital Investments
Pennsylvania
$16K +$221 +12 +1%
WA
141
WFG Advisors
Texas
$15K -$6.76K -365 -31%
AIM
142
Advantage Investment Management
Iowa
$12K -$18.2K -984 -60%
RCG
143
Ruggie Capital Group
Florida
$11K
WIM
144
Westside Investment Management
California
$9.1K +$9.1K +484 New
MFW
145
Mosaic Family Wealth
Missouri
$9K
LNB
146
Ledyard National Bank
$7K
PS
147
Portfolio Solutions
Michigan
$7K +$7K +354 New
AA
148
AlphaMark Advisors
Kentucky
$4K
DSC
149
Duncker Streett & Co
Missouri
$4K
GWS
150
Glassman Wealth Services
Virginia
$4K