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Invesco Preferred ETF

261 hedge funds and large institutions have $2.2B invested in Invesco Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
6.52%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
26
Increased
125
Reduced
58
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
226
OneDigital Investment Advisors
Kansas
$57K +$795 +53 +1%
DSC
227
Duncker Streett & Co
Missouri
$56K -$12.1K -800 -18%
SA
228
SRH Advisors
Kansas
$53K
IF
229
Ironwood Financial
Arizona
$46K -$3.7K -245 -7%
BC
230
Barnett & Company
Tennessee
$45K -$115K -7,650 -72%
MA
231
MCF Advisors
Kentucky
$41K +$41K +2,707 New
FHA
232
First Horizon Advisors
Tennessee
$38K +$38K +2,589 New
BBPWM
233
Blue Bell Private Wealth Management
Pennsylvania
$37K
APSP
234
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K +$13.2K +893 +96%
MSFP
235
Mark Sheptoff Financial Planning
Connecticut
$26K
PCFFS
236
Pacific Center for Financial Services
California
$21K
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$280 +19 +1%
AIP
238
Ameritas Investment Partners
Nebraska
$19K +$19K +1,330 New
FCMT
239
Founders Capital Management (Texas)
Texas
$15K
NSIM
240
North Star Investment Management
Illinois
$15K +$212 +14 +1%
AssetMark Inc
241
AssetMark Inc
California
$15K +$15K +986 New
FWM
242
Focused Wealth Management
New York
$12K +$166 +11 +1%
SNT
243
Security National Trust
West Virginia
$11K
SEI Investments
244
SEI Investments
Pennsylvania
$10K -$25.2K -1,592 -72%
SFSIG
245
San Francisco Sentry Investment Group
California
$10K
QAM
246
QCI Asset Management
New York
$9K
FANJ
247
Financial Architects (New Jersey)
New Jersey
$9K
HCM
248
Highlander Capital Management
New Jersey
$6K
CPA
249
Clear Perspective Advisors
Illinois
$6K
BWM
250
Baystate Wealth Management
Massachusetts
$6K +$76 +5 +1%