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Invesco Preferred ETF

318 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
48
Increased
104
Reduced
109
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UWM
226
USAdvisors Wealth Management
Minnesota
$189K
LNC
227
Lincoln National Corp
Pennsylvania
$185K +$2.07K +145 +1%
TCM
228
Traynor Capital Management
Pennsylvania
$174K -$22.5K -1,579 -11%
SB
229
Suntrust Banks
Georgia
$172K -$24.3K -1,698 -12%
SCA
230
Stuart Chaussee & Associates
California
$171K +$71K +4,950 +71%
AW
231
ACG Wealth
Georgia
$167K
CB
232
CNB Bank
Pennsylvania
$165K
BAM
233
Barrett Asset Management
New York
$162K -$21.5K -1,500 -12%
HIM
234
Hillsdale Investment Management
Ontario, Canada
$153K -$834K -58,300 -84%
CM
235
Cornerstone Management
Georgia
$150K
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$147K -$143K -10,041 -49%
CNBT
237
Canandaigua National Bank & Trust
New York
$145K +$145K +10,148 New
AWM
238
AE Wealth Management
Kansas
$143K +$143K +10,005 New
FGAM
239
Financial Gravity Asset Management
Texas
$134K +$11.8K +848 +10%
TWA
240
TCI Wealth Advisors
Arizona
$130K +$14 +1 +0%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$127K -$14.9K -1,040 -10%
CAL
242
Capital Advisors Ltd
Ohio
$112K +$112K +7,801 New
BWP
243
Baldwin Wealth Partners
Massachusetts
$108K -$7.74K -540 -7%
JPMorgan Chase & Co
244
JPMorgan Chase & Co
New York
$107K -$14.5K -1,013 -12%
MCM
245
Monument Capital Management
Virginia
$102K +$102K +7,100 New
NPP
246
New Potomac Partners
Maryland
$87K -$235K -16,500 -73%
CI
247
CX Institutional
Indiana
$86K
QCIG
248
Quad-Cities Investment Group
Iowa
$82K +$19.1K +1,332 +30%
TFS
249
TrustCore Financial Services
Tennessee
$78K -$46.9K -3,270 -38%
AA
250
Ancora Advisors
Ohio
$72K +$72K +5,041 New