PGX icon

Invesco Preferred ETF

314 hedge funds and large institutions have $2.33B invested in Invesco Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
44
Increased
105
Reduced
115
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCIG
251
Quad-Cities Investment Group
Iowa
$63K +$63K +4,386 New
JCM
252
Jacobi Capital Management
Pennsylvania
$62K +$37.5K +2,584 +153%
PFSC
253
Peoples Financial Services Corp
Pennsylvania
$58K
CFA
254
Carroll Financial Associates
North Carolina
$57K +$2.09K +145 +4%
STA
255
Summit Trail Advisors
New York
$57K +$57K +3,900 New
ME
256
McIlrath & Eck
Washington
$56K -$7.41K -510 -12%
GI
257
Gradient Investments
Minnesota
$55K -$3.56K -246 -6%
DSC
258
Duncker Streett & Co
Missouri
$54K
ST
259
Smithfield Trust
Pennsylvania
$52K
SA
260
SRH Advisors
Kansas
$51K
BWM
261
BerganKDV Wealth Management
Minnesota
$51K +$51K +3,476 New
FFW
262
Fusion Family Wealth
New York
$50K -$17.8K -1,215 -26%
LYV
263
Live Your Vision
Pennsylvania
$48K
BC
264
Barnett & Company
Tennessee
$44K -$10.3K -700 -19%
LWCFA
265
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K
CWA
266
Clarus Wealth Advisors
Arizona
$43K +$43K +2,968 New
PA
267
Parallel Advisors
California
$39K -$1.67K -115 -4%
QAM
268
QCI Asset Management
New York
$38K
VFA
269
Valeo Financial Advisors
Indiana
$38K +$363 +25 +1%
IF
270
Ironwood Financial
Arizona
$36K -$2.61K -180 -7%
BBPWM
271
Blue Bell Private Wealth Management
Pennsylvania
$34K -$4.35K -300 -11%
FHA
272
Flagship Harbor Advisors
Massachusetts
$34K +$34K +2,349 New
ACS
273
Archford Capital Strategies
Illinois
$32K -$88.6K -6,000 -73%
CCMW
274
Cypress Capital Management (Wyoming)
Wyoming
$31K -$19.5K -1,350 -39%
FHA
275
First Horizon Advisors
Tennessee
$30K +$7.11K +493 +31%