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Invesco Preferred ETF

269 hedge funds and large institutions have $1.9B invested in Invesco Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.72%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
44
Increased
116
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
226
Alexandria Capital
Virginia
$78K
DSC
227
Duncker Streett & Co
Missouri
$68K
CWM
228
Catamount Wealth Management
Connecticut
$68K
PFSC
229
Peoples Financial Services Corp
Pennsylvania
$60K
OIA
230
OneDigital Investment Advisors
Kansas
$57K +$57K +3,746 New
SA
231
SRH Advisors
Kansas
$53K
IF
232
Ironwood Financial
Arizona
$50K
GI
233
Gradient Investments
Minnesota
$40K -$138K -9,084 -78%
BBPWM
234
Blue Bell Private Wealth Management
Pennsylvania
$37K -$2K -132 -5%
GBT
235
Grove Bank & Trust
Florida
$37K
SEI Investments
236
SEI Investments
Pennsylvania
$34K -$520 -34 -2%
AF
237
Allworth Financial
California
$31K +$31K +2,076 New
WEC
238
Winslow Evans & Crocker
Massachusetts
$27.3K
MSFP
239
Mark Sheptoff Financial Planning
Connecticut
$26K -$15 -1 -0.1%
SF
240
Synovus Financial
Georgia
$23K +$697 +45 +3%
PCFFS
241
Pacific Center for Financial Services
California
$22K +$22K +1,428 New
PSUF
242
People's United Financial
Connecticut
$22K +$22K +1,460 New
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$21K +1,407 New
KPCM
244
Kings Point Capital Management
New York
$15K -$11.3K -750 -43%
FCMT
245
Founders Capital Management (Texas)
Texas
$15K
NSIM
246
North Star Investment Management
Illinois
$15K +$200 +13 +1%
APSP
247
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K +$14K +933 New
FWM
248
Focused Wealth Management
New York
$12K +$168 +11 +1%
SNT
249
Security National Trust
West Virginia
$11K
SFSIG
250
San Francisco Sentry Investment Group
California
$10K +$10K +654 New