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Invesco Preferred ETF

344 hedge funds and large institutions have $1.91B invested in Invesco Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 78 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
7.68%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
74
Increased
78
Reduced
142
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
251
9258 Wealth Management
Ohio
$155K +$155K +11,471 New
CAL
252
Capital Advisors Ltd
Ohio
$153K +$48.2K +3,585 +46%
BAM
253
Barrett Asset Management
New York
$152K
CIAS
254
Capital Investment Advisory Services
North Carolina
$151K +$151K +11,216 New
TCM
255
Traynor Capital Management
Pennsylvania
$150K -$19K -1,371 -11%
RG
256
Rathbones Group
United Kingdom
$148K +$148K +11,000 New
IA
257
IndexIQ Advisors
New York
$146K -$493K -36,459 -77%
NFG
258
Next Financial Group
Texas
$145K +$130K +9,658 +870%
FGC
259
Financial Gravity Companies
Texas
$144K +$144K +10,146 New
FNBOSM
260
First National Bank of South Miami
Florida
$142K +$142K +9,999 New
CM
261
Cornerstone Management
Georgia
$141K
CFS
262
CRA Financial Services
New Jersey
$138K +$138K +10,250 New
LNC
263
Lincoln National Corp
Pennsylvania
$134K -$39.6K -2,957 -23%
CB
264
CNB Bank
Pennsylvania
$132K -$22.8K -1,700 -15%
WCM
265
WealthBridge Capital Management
Ohio
$116K +$116K +8,630 New
BAM
266
Belpointe Asset Management
Nevada
$105K -$87K -6,443 -45%
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$93K +$93K +6,920 New
CAGAS
268
Capital Advisory Group Advisory Services
Minnesota
$81K +$81K +5,989 New
QCIG
269
Quad-Cities Investment Group
Iowa
$72K -$5.23K -387 -7%
NPP
270
New Potomac Partners
Maryland
$64K -$18.2K -1,350 -22%
RWA
271
Ropes Wealth Advisors
Massachusetts
$55K +$55K +4,100 New
PFSC
272
Peoples Financial Services Corp
Pennsylvania
$54K
CFA
273
Carroll Financial Associates
North Carolina
$54K
DSC
274
Duncker Streett & Co
Missouri
$50K
SBL
275
Sargent Bickham Lagudis
Colorado
$49K +$49K +3,604 New