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Invesco Preferred ETF

344 hedge funds and large institutions have $1.91B invested in Invesco Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 78 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
7.68%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
74
Increased
78
Reduced
142
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GG
226
GenWealth Group
New Jersey
$202K
WIA
227
World Investment Advisors
California
$199K +$199K +13,904 New
MC
228
Moors & Cabot
Massachusetts
$198K -$28.6K -2,121 -13%
BC
229
Burney Company
Virginia
$196K -$72K -5,345 -27%
SIS
230
Sound Income Strategies
Florida
$194K -$28.3K -2,099 -13%
M&T Bank
231
M&T Bank
New York
$193K +$193K +14,325 New
TPWA
232
TRUE Private Wealth Advisors
Oregon
$192K +$1.48K +110 +0.8%
GLA
233
Good Life Advisors
Pennsylvania
$191K -$45.1K -3,353 -19%
HIM
234
Hillsdale Investment Management
Ontario, Canada
$189K +$44.6K +3,300 +31%
DJSG
235
D.J. St. Germain
Massachusetts
$188K
LWS
236
Lucia Wealth Services
California
$187K -$21.8K -1,617 -10%
AWM
237
AE Wealth Management
Kansas
$187K +$52.3K +3,885 +39%
FHC
238
First Heartland Consultants
Missouri
$183K -$38.4K -2,846 -17%
CAN
239
Claraphi Advisory Network
United States
$183K +$27 +2 +0%
WS
240
Wedbush Securities
California
$180K -$47.3K -3,500 -21%
CAC
241
Certified Advisory Corp
Florida
$179K -$54.8K -4,073 -23%
NFC
242
Northeast Financial Consultants
Connecticut
$176K +$176K +13,080 New
IC
243
Intersect Capital
California
$175K +$175K +13,000 New
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$174K +$54K +3,995 +45%
PWP
245
Principle Wealth Partners
Connecticut
$172K +$172K +12,764 New
KWM
246
Kingsview Wealth Management
Oregon
$170K -$83.8K -6,200 -33%
BAS
247
Brown Advisory Securities
Maryland
$167K -$96.2K -7,034 -37%
DC
248
Davenport & Co
Virginia
$160K -$42.9K -3,178 -21%
KWMG
249
King Wealth Management Group
Florida
$158K -$61.5K -4,567 -28%
AW
250
ACG Wealth
Georgia
$157K