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Invesco Preferred ETF

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWW
226
Pettyjohn Wood & White
Virginia
$237K +$74K +4,985 +45%
AWM
227
Arbor Wealth Management
Florida
$235K +$2.18K +147 +0.9%
ECAM
228
East Coast Asset Management
Massachusetts
$232K -$303K -20,370 -57%
UWM
229
USAdvisors Wealth Management
Minnesota
$229K +$229K +15,425 New
CIC
230
Carnegie Investment Counsel
Ohio
$222K +$61.1K +4,250 +38%
KWM
231
Kingsview Wealth Management
Oregon
$221K +$10.6K +713 +5%
GG
232
GenWealth Group
New Jersey
$220K
CCG
233
Chatham Capital Group
Georgia
$218K
Bank of New York Mellon
234
Bank of New York Mellon
New York
$218K +$30K +2,013 +16%
PWMAG
235
Pinnacle Wealth Management Advisory Group
New Jersey
$211K -$5.58K -375 -3%
NFC
236
Northeast Financial Consultants
Connecticut
$204K
WA
237
WESPAC Advisors
California
$201K
GHA
238
GW Henssler & Associates
Georgia
$198K
LWS
239
Lucia Wealth Services
California
$198K +$198K +13,297 New
NA
240
Navellier & Associates
Nevada
$198K +$198K +13,300 New
TFS
241
TrustCore Financial Services
Tennessee
$193K +$193K +12,970 New
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$190K
BAM
243
Barrett Asset Management
New York
$190K +$37.1K +2,500 +24%
MCWS
244
McKinley Carter Wealth Services
West Virginia
$185K -$13.4K -904 -7%
WTB
245
Washington Trust Bank
Washington
$181K
PI
246
PineBridge Investments
New York
$178K
VIM
247
Vista Investment Management
Pennsylvania
$175K +$175K +11,800 New
LA
248
LexAurum Advisors
Kansas
$175K +$175K +11,815 New
AIP
249
Ahrens Investment Partners
Louisiana
$174K
RG
250
Rathbones Group
United Kingdom
$163K