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Invesco Preferred ETF

314 hedge funds and large institutions have $2.33B invested in Invesco Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
44
Increased
105
Reduced
115
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
226
Pinnacle Family Advisors
Missouri
$162K -$617K -42,431 -79%
M&T Bank
227
M&T Bank
New York
$162K -$2.22K -153 -1%
TPWA
228
TRUE Private Wealth Advisors
Oregon
$162K +$162K +11,193 New
ASN
229
Advisory Services Network
Georgia
$160K -$341K -23,556 -68%
CM
230
Cornerstone Management
Georgia
$153K +$153K +10,480 New
BPM
231
Bowling Portfolio Management
Ohio
$152K
AFP
232
Ausdal Financial Partners
Iowa
$152K +$152K +10,454 New
Neuberger Berman Group
233
Neuberger Berman Group
New York
$150K +$150K +10,331 New
PFC
234
Phocas Financial Corp
California
$146K -$146K
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$145K -$69.4K -4,754 -32%
SIS
236
Sound Income Strategies
Florida
$133K +$47.3K +3,234 +55%
TWA
237
TCI Wealth Advisors
Arizona
$132K +$15 +1 +0%
TFS
238
TrustCore Financial Services
Tennessee
$127K -$37.9K -2,600 -23%
FGAM
239
Financial Gravity Asset Management
Texas
$126K +$15.5K +1,078 +14%
B
240
Bridgeworth
Alabama
$125K +$125K +8,635 New
JPMorgan Chase & Co
241
JPMorgan Chase & Co
New York
$123K -$277K -19,083 -69%
BWP
242
Baldwin Wealth Partners
Massachusetts
$118K
SCA
243
Stuart Chaussee & Associates
California
$101K +$101K +6,965 New
SEI Investments
244
SEI Investments
Pennsylvania
$90K +$43K +2,963 +91%
CI
245
CX Institutional
Indiana
$88K +$88K +6,033 New
SWP
246
Strategic Wealth Partners
Ohio
$72K -$51.8K -3,564 -42%
NSIM
247
North Star Investment Management
Illinois
$70K +$217 +15 +0.3%
AWA
248
Acorn Wealth Advisors
Michigan
$68K
SFM
249
Signet Financial Management
New Jersey
$65K -$26.6K -1,834 -29%
CWM
250
Catamount Wealth Management
Connecticut
$65K