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Invesco Preferred ETF

269 hedge funds and large institutions have $1.9B invested in Invesco Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.72%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
44
Increased
116
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
251
Solaris Asset Management
New York
$10K +$10K +690 New
FANJ
252
Financial Architects (New Jersey)
New Jersey
$9K +$8.8K +609 +4,350%
QAM
253
QCI Asset Management
New York
$9K +$9K +627 New
BWM
254
Baystate Wealth Management
Massachusetts
$6K -$88.3K -5,723 -94%
WB
255
Webster Bank
Connecticut
$6K -$7.04K -446 -54%
HCM
256
Highlander Capital Management
New Jersey
$6K
CPA
257
Clear Perspective Advisors
Illinois
$6K
SFG
258
SevenBridge Financial Group
Pennsylvania
$5K
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$5K
AIM
260
Anchor Investment Management
South Carolina
$3.78K
AWMS
261
Advocacy Wealth Management Services
Georgia
$3K -$6.77K -451 -69%
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
JCM
263
Jacobi Capital Management
Pennsylvania
$3K
PG
264
Patten Group
Tennessee
$2K
SSB
265
Sandy Spring Bank
Maryland
$2K +$2K +108 New
CDIA
266
Capital Directions Investment Advisors
Georgia
$2K +$2K +158 New
SIA
267
SeaBridge Investment Advisors
New Jersey
$1K
CHP
268
Cable Hill Partners
Oregon
$1K
WT
269
Whittier Trust
California
$1K
IWM
270
IHT Wealth Management
Illinois
$650 -$63 -2,738 -9%
IAA
271
Independent Advisor Alliance
North Carolina
-$9.45M -633,759 Closed
SAMC
272
Spectrum Asset Management (California)
California
-$6.6M -445,270 Closed
HW
273
Hancock Whitney
Mississippi
-$384K -25,878 Closed
AFP
274
Ausdal Financial Partners
Iowa
-$168K -11,370 Closed
Mariner
275
Mariner
Kansas
-$151K -10,200 Closed