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Invesco Financial Preferred ETF

156 hedge funds and large institutions have $303M invested in Invesco Financial Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
66
Reduced
41
Closed
14
Calls
$1K
Puts
$512K
Net Calls
-$511K
Net Calls Change
+$328K
Name Holding Trade Value Shares
Change
Shares
Change %
AOWM
126
Alpha Omega Wealth Management
Virginia
$96K
HWP
127
Hefty Wealth Partners
Indiana
$94K +$799 +42 +0.9%
NFG
128
Next Financial Group
Texas
$90K +$364 +19 +0.4%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$78K +$78K +4,069 New
BFEC
130
Benjamin F. Edwards & Company
Missouri
$77K
WEC
131
Winslow Evans & Crocker
Massachusetts
$72.5K -$19 -1 -0%
1832 Asset Management
132
1832 Asset Management
Ontario, Canada
$59K
FMII
133
Farmers & Merchants Investments Inc
Nebraska
$57K +$57K +3,000 New
SF
134
Synovus Financial
Georgia
$48K
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$40K +$40K +2,086 New
RFA
136
Reilly Financial Advisors
California
$39K
BCI
137
Brinker Capital Investments
Pennsylvania
$39K +$22.5K +1,184 +136%
CFA
138
Carroll Financial Associates
North Carolina
$38K +$13.4K +700 +54%
OAM
139
Oppenheimer Asset Management
New York
$32K -$171K -9,110 -84%
AF
140
Allworth Financial
California
$29K
AIM
141
Advantage Investment Management
Iowa
$21K +$8.45K +436 +67%
BAM
142
Bruderman Asset Management
New York
$21K +$21K +1,075 New
JCM
143
Jacobi Capital Management
Pennsylvania
$19K +$19K +990 New
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$4.21K -227 -22%
NA
145
NewEdge Advisors
Louisiana
$11.5K +$11.5K +600 New
RCG
146
Ruggie Capital Group
Florida
$11K
MFW
147
Mosaic Family Wealth
Missouri
$10K
WIM
148
Westside Investment Management
California
$9.26K
LNB
149
Ledyard National Bank
$7K
MCIA
150
Mountain Capital Investment Advisors
Colorado
$7K +$7K +342 New