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Invesco Preferred ETF

347 hedge funds and large institutions have $2.04B invested in Invesco Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
7.52%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
45
Increased
125
Reduced
114
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
251
Wedbush Securities
California
$188K -$5.25K -362 -3%
DC
252
Davenport & Co
Virginia
$188K +$16.5K +1,140 +10%
BAM
253
Barrett Asset Management
New York
$183K +$18.9K +1,300 +12%
AIP
254
Almanack Investment Partners
Pennsylvania
$181K -$915K -63,068 -83%
CAC
255
Certified Advisory Corp
Florida
$180K -$13.1K -903 -7%
FAAS
256
First Allied Advisory Services
California
$176K -$43.3K -2,975 -20%
Millennium Management
257
Millennium Management
New York
$176K +$176K +12,159 New
JIC
258
Joel Isaacson & Co
New York
$174K -$44.2K -3,045 -20%
ACG
259
Allen Capital Group
Nebraska
$173K -$56.7K -3,917 -25%
JPMorgan Chase & Co
260
JPMorgan Chase & Co
New York
$170K -$120K -8,319 -41%
9WM
261
9258 Wealth Management
Ohio
$166K
CAL
262
Capital Advisors Ltd
Ohio
$165K
AFP
263
Ausdal Financial Partners
Iowa
$162K +$162K +11,168 New
RG
264
Rathbones Group
United Kingdom
$160K
TCM
265
Traynor Capital Management
Pennsylvania
$160K +$3.27K +226 +2%
CB
266
CNB Bank
Pennsylvania
$153K +$10.2K +700 +7%
CM
267
Cornerstone Management
Georgia
$152K
CFS
268
CRA Financial Services
New Jersey
$149K
PWMAG
269
Pinnacle Wealth Management Advisory Group
New Jersey
$148K +$148K +10,205 New
FNBOSM
270
First National Bank of South Miami
Florida
$145K
PGAM
271
Princeton Global Asset Management
New Jersey
$131K +$131K +9,092 New
CFN
272
Cordasco Financial Network
Florida
$128K -$128K -8,800 -50%
QCIG
273
Quad-Cities Investment Group
Iowa
$126K +$49.3K +3,430 +64%
WCM
274
WealthBridge Capital Management
Ohio
$125K
WAM
275
Wealthspire Advisors (Maryland)
Maryland
$116K +$16K +1,105 +16%