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Invesco Preferred ETF

358 hedge funds and large institutions have $2.27B invested in Invesco Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
7.86%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
39
Increased
139
Reduced
106
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RTS
226
Round Table Services
New Jersey
$295K
NSIM
227
North Star Investment Management
Illinois
$285K
IWS
228
Insight Wealth Strategies
California
$285K +$132K +8,814 +87%
Neuberger Berman Group
229
Neuberger Berman Group
New York
$265K -$102K -6,815 -28%
NC
230
NewSquare Capital
Pennsylvania
$262K +$229K +15,257 +694%
CI
231
CX Institutional
Indiana
$261K +$261K +17,403 New
FAAS
232
First Allied Advisory Services
California
$260K -$1.15M -76,395 -82%
RWM
233
RBA Wealth Management
California
$256K +$11.9K +791 +5%
DP
234
Dearborn Partners
Illinois
$247K -$3.98K -265 -2%
WIA
235
World Investment Advisors
California
$247K
QCIG
236
Quad-Cities Investment Group
Iowa
$243K +$13K +869 +6%
SG
237
StoneX Group
New York
$242K +$242K +16,085 New
MGIA
238
Matthew Goff Investment Advisor
Texas
$241K
TP
239
Tranquility Partners
Tennessee
$241K +$241K +16,064 New
IA
240
IFG Advisory
Georgia
$240K -$14.2K -944 -6%
CCWA
241
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$232K +$6.29K +418 +3%
GLA
242
Good Life Advisors
Pennsylvania
$229K +$1.49K +98 +0.7%
ACP
243
Aveo Capital Partners
Colorado
$229K +$229K +4,308 New
SC
244
Sepio Capital
Utah
$227K +$227K +15,100 New
GG
245
GenWealth Group
New Jersey
$226K
AB
246
Atlas Brown
Kentucky
$216K -$25.3K -1,681 -10%
BRWA
247
B. Riley Wealth Advisors
Florida
$216K +$40K +2,659 +23%
FI
248
FormulaFolio Investments
Michigan
$216K +$216K +14,361 New
BC
249
Burney Company
Virginia
$215K +$15K +1,000 +8%
WS
250
Wedbush Securities
California
$211K +$11K +736 +6%