PGX icon

Invesco Preferred ETF

318 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
48
Increased
104
Reduced
109
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GP
251
Girard Partners
Pennsylvania
$68K +$68K +4,751 New
CWM
252
Catamount Wealth Management
Connecticut
$64K
TC
253
Truvestments Capital
Florida
$63K +$63K +4,410 New
PFSC
254
Peoples Financial Services Corp
Pennsylvania
$57K
CFA
255
Carroll Financial Associates
North Carolina
$56K
PA
256
Parallel Advisors
California
$56K +$17.6K +1,231 +46%
JCM
257
Jacobi Capital Management
Pennsylvania
$54K -$6.69K -471 -11%
GI
258
Gradient Investments
Minnesota
$54K
DSC
259
Duncker Streett & Co
Missouri
$53K
ME
260
McIlrath & Eck
Washington
$52K -$3.22K -225 -6%
ST
261
Smithfield Trust
Pennsylvania
$51K
SA
262
SRH Advisors
Kansas
$50K
LYV
263
Live Your Vision
Pennsylvania
$47K
WP
264
WealthShield Partners
North Carolina
$47K +$47K +3,295 New
FFW
265
Fusion Family Wealth
New York
$45K -$3.95K -275 -8%
CWA
266
Clarus Wealth Advisors
Arizona
$44K +$1.78K +125 +4%
SFM
267
Signet Financial Management
New Jersey
$43K -$21K -1,473 -33%
BC
268
Barnett & Company
Tennessee
$43K
FHA
269
Flagship Harbor Advisors
Massachusetts
$40K +$6.36K +444 +19%
QAM
270
QCI Asset Management
New York
$38K
SF
271
Synovus Financial
Georgia
$37K +$17.2K +1,200 +87%
IF
272
Ironwood Financial
Arizona
$36K
SWP
273
Strategic Wealth Partners
Ohio
$35K -$35.7K -2,502 -50%
ACS
274
Archford Capital Strategies
Illinois
$31K
CCMW
275
Cypress Capital Management (Wyoming)
Wyoming
$31K