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Invesco Preferred ETF

320 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.34%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.3%
New
43
Increased
101
Reduced
125
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
226
Navellier & Associates
Nevada
$194K
GHA
227
GW Henssler & Associates
Georgia
$194K
UWM
228
USAdvisors Wealth Management
Minnesota
$193K -$32.1K -2,200 -14%
LNC
229
Lincoln National Corp
Pennsylvania
$187K -$190K -13,027 -50%
BAM
230
Barrett Asset Management
New York
$187K
CIC
231
Carnegie Investment Counsel
Ohio
$186K -$37.6K -2,600 -17%
TFS
232
TrustCore Financial Services
Tennessee
$165K -$24.3K -1,667 -13%
M&T Bank
233
M&T Bank
New York
$165K +$165K +11,296 New
BSW
234
Buckingham Strategic Wealth
Missouri
$164K +$164K +11,254 New
PFS
235
Prospera Financial Services
Texas
$163K -$180K -12,401 -52%
SB
236
Suntrust Banks
Georgia
$162K -$831K -56,771 -84%
RG
237
Rathbones Group
United Kingdom
$161K
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$154K +$1.34K +92 +0.9%
TSS
239
Two Sigma Securities
New York
$153K -$2.09M -143,582 -93%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$153K -$33.5K -2,300 -18%
BPM
241
Bowling Portfolio Management
Ohio
$152K
FAB
242
First American Bank
Illinois
$151K
LA
243
LexAurum Advisors
Kansas
$150K -$22.6K -1,546 -13%
PFC
244
Phocas Financial Corp
California
$146K -$149K -10,000 Closed
AIM
245
Advantage Investment Management
Iowa
$144K -$4.17M -285,105 -97%
TWA
246
TCI Wealth Advisors
Arizona
$133K
SWP
247
Strategic Wealth Partners
Ohio
$124K -$2.46M -169,041 -95%
ACS
248
Archford Capital Strategies
Illinois
$121K +$121K +8,167 New
BWP
249
Baldwin Wealth Partners
Massachusetts
$118K
FGC
250
Financial Gravity Companies
Texas
$110K +$18.6K +1,297 +20%