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Invesco Preferred ETF

320 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.34%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.3%
New
43
Increased
101
Reduced
125
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
251
Financial Gravity Asset Management
Texas
$110K +$110K +7,664 New
CB
252
CNB Bank
Pennsylvania
$97K +$16.6K +1,137 +21%
SFM
253
Signet Financial Management
New Jersey
$92K +$92K +6,318 New
HWP
254
Hefty Wealth Partners
Indiana
$88K
SIS
255
Sound Income Strategies
Florida
$86K
PWAG
256
Polaris Wealth Advisory Group
California
$81K +$81K +5,567 New
NSIM
257
North Star Investment Management
Illinois
$70K +$203 +14 +0.3%
FFW
258
Fusion Family Wealth
New York
$67K -$26.8K -1,850 -29%
CWM
259
Catamount Wealth Management
Connecticut
$66K
AWA
260
Acorn Wealth Advisors
Michigan
$66K +$2.7K +189 +4%
ME
261
McIlrath & Eck
Washington
$64K
GI
262
Gradient Investments
Minnesota
$59K -$8.68K -595 -13%
PFSC
263
Peoples Financial Services Corp
Pennsylvania
$58K
OIA
264
OneDigital Investment Advisors
Kansas
$57K +$802 +55 +1%
CFA
265
Carroll Financial Associates
North Carolina
$55K -$297K -20,623 -84%
BC
266
Barnett & Company
Tennessee
$54K
DSC
267
Duncker Streett & Co
Missouri
$54K
ST
268
Smithfield Trust
Pennsylvania
$52K -$66.4K -4,531 -56%
SA
269
SRH Advisors
Kansas
$51K
CCMW
270
Cypress Capital Management (Wyoming)
Wyoming
$51K +$51K +3,494 New
LYV
271
Live Your Vision
Pennsylvania
$48K
AF
272
Advisornet Financial
Minnesota
$48K +$21.8K +1,485 +83%
BBA
273
Braun-Bostich & Associates
Pennsylvania
$47K
SEI Investments
274
SEI Investments
Pennsylvania
$47K +$28.9K +1,993 +160%
LWCFA
275
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K