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Invesco Preferred ETF

415 hedge funds and large institutions have $2.45B invested in Invesco Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 175 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+57
Holders Change %
+15.92%
% of All Funds
8.2%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
87
Increased
175
Reduced
90
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$412K +$1.09K +72 +0.3%
FCA
227
FLC Capital Advisors
California
$409K -$51.6K -3,441 -11%
MIAN
228
Mariner Independent Advisor Network
Kansas
$406K +$2.23K +148 +0.6%
WA
229
Wealthstar Advisors
Texas
$398K -$14.7K -971 -4%
LF
230
Lantz Financial
Illinois
$391K -$1.5K -100 -0.4%
FI
231
Financial Insights
Washington
$390K +$8.28K +552 +2%
N
232
Natixis
France
$390K +$56.5K +3,767 +17%
AAM
233
Autus Asset Management
Arizona
$387K -$15K -1,000 -4%
IWM
234
IHT Wealth Management
Illinois
$379K -$7.95K -529 -2%
PFA
235
Pinnacle Family Advisors
Missouri
$377K -$22.8K -1,516 -6%
Barclays
236
Barclays
United Kingdom
$375K -$75K -5,000 -17%
MWM
237
Maltin Wealth Management
New Jersey
$373K +$373K +24,872 New
DAS
238
Dynamic Advisor Solutions
Arizona
$365K -$87.7K -5,849 -19%
CW
239
CreativeOne Wealth
Kansas
$364K +$24.6K +1,641 +7%
CIA
240
Capital Investment Advisors
Georgia
$363K -$3.15K -210 -0.9%
CLOS
241
Compagnie Lombard Odier SCmA
Switzerland
$358K +$358K +23,900 New
HIM
242
Hillsdale Investment Management
Ontario, Canada
$351K
LFAS
243
Level Four Advisory Services
Texas
$350K +$350K +5,706 New
WP
244
WealthSource Partners
California
$349K
KFC
245
Klingenstein Fields & Co
New York
$348K
QCIG
246
Quad-Cities Investment Group
Iowa
$340K +$96.7K +6,436 +40%
PAS
247
Partnervest Advisory Services
California
$336K +$160K +10,670 +91%
IWP
248
Insight Wealth Partners
Texas
$334K +$334K +22,278 New
CWS
249
Cypress Wealth Services
California
$329K -$34.8K -2,316 -10%
PPP
250
Private Portfolio Partners
New Jersey
$320K +$20.3K +1,354 +7%