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Invesco Preferred ETF

358 hedge funds and large institutions have $2.27B invested in Invesco Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
7.86%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
39
Increased
139
Reduced
106
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MC
251
Moors & Cabot
Massachusetts
$209K +$18.6K +1,242 +10%
BFEC
252
Benjamin F. Edwards & Company
Missouri
$208K -$107K -7,143 -34%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$207K
NFC
254
Northeast Financial Consultants
Connecticut
$206K
GHA
255
GW Henssler & Associates
Georgia
$198K
WCG
256
Weaver Consulting Group
California
$198K
CAL
257
Capital Advisors Ltd
Ohio
$197K -$119K -7,895 -38%
BAM
258
Barrett Asset Management
New York
$197K +$7.52K +500 +4%
IC
259
Intersect Capital
California
$195K
PWP
260
Principle Wealth Partners
Connecticut
$192K +$192K +12,764 New
DJSG
261
D.J. St. Germain
Massachusetts
$191K
SHA
262
Seneca House Advisors
Virginia
$190K -$13.9K -927 -7%
CAC
263
Certified Advisory Corp
Florida
$185K -$2.8K -186 -1%
GM
264
GeoWealth Management
Illinois
$185K +$185K +12,306 New
MPW
265
MA Private Wealth
California
$182K -$38.4K -2,566 -17%
IWC
266
Integrated Wealth Concepts
Massachusetts
$180K -$6K -400 -3%
PMG
267
ProVise Management Group
Florida
$178K +$178K +11,874 New
CAGAS
268
Capital Advisory Group Advisory Services
Minnesota
$177K +$7.18K +480 +4%
PAS
269
Partnervest Advisory Services
California
$176K -$55.3K -3,682 -24%
TCM
270
Traynor Capital Management
Pennsylvania
$173K -$11.9K -796 -6%
CIAS
271
Capital Investment Advisory Services
North Carolina
$173K -$3.75K -250 -2%
AFP
272
Ausdal Financial Partners
Iowa
$172K -$13.8K -919 -7%
SW
273
SVB Wealth
Massachusetts
$172K -$6.39K -425 -4%
DBT
274
Dubuque Bank & Trust
Iowa
$172K
SF
275
Synovus Financial
Georgia
$171K +$34.5K +2,300 +25%