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Invesco Preferred ETF

347 hedge funds and large institutions have $2.04B invested in Invesco Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
7.52%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
45
Increased
125
Reduced
114
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DP
226
Dearborn Partners
Illinois
$238K
PPP
227
Private Portfolio Partners
New Jersey
$238K +$145 +10 +0.1%
SBIA
228
Sheaff Brock Investment Advisors
Indiana
$236K +$236K +16,250 New
RWM
229
RBA Wealth Management
California
$233K +$233K +15,986 New
SHA
230
Seneca House Advisors
Virginia
$232K -$107K -7,354 -31%
AWA
231
Arete Wealth Advisors
Illinois
$231K -$59.3K -4,094 -20%
SB
232
Suntrust Banks
Georgia
$231K -$10.4K -719 -4%
GG
233
GenWealth Group
New Jersey
$219K
GLA
234
Good Life Advisors
Pennsylvania
$219K +$10.7K +732 +5%
BRWA
235
B. Riley Wealth Advisors
Florida
$217K -$81.8K -5,636 -27%
BC
236
Barnett & Company
Tennessee
$214K +$171K +11,759 +392%
MC
237
Moors & Cabot
Massachusetts
$213K +$14 +1 +0%
IC
238
Intersect Capital
California
$210K +$21.7K +1,500 +12%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$207K +$9.97K +652 +5%
TPWA
240
TRUE Private Wealth Advisors
Oregon
$206K -$520 -36 -0.3%
CIAS
241
Capital Investment Advisory Services
North Carolina
$205K +$42.1K +2,900 +26%
LWS
242
Lucia Wealth Services
California
$200K -$943 -65 -0.5%
NFC
243
Northeast Financial Consultants
Connecticut
$199K +$9.42K +650 +5%
CAN
244
Claraphi Advisory Network
United States
$197K
WCG
245
Weaver Consulting Group
California
$195K +$195K +13,304 New
DJSG
246
D.J. St. Germain
Massachusetts
$193K -$8.69K -600 -4%
BC
247
Burney Company
Virginia
$191K -$19.6K -1,355 -9%
WIA
248
World Investment Advisors
California
$191K -$10.1K -698 -5%
GHA
249
GW Henssler & Associates
Georgia
$191K +$191K +13,200 New
US Bancorp
250
US Bancorp
Minnesota
$189K -$974K -67,187 -84%