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Invesco Preferred ETF

415 hedge funds and large institutions have $2.45B invested in Invesco Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 175 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+57
Holders Change %
+15.92%
% of All Funds
8.2%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
87
Increased
175
Reduced
90
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TD Asset Management
251
TD Asset Management
Ontario, Canada
$319K
SAM
252
SignalPoint Asset Management
Missouri
$314K -$2.62K -174 -0.8%
TC
253
TownSquare Capital
Utah
$308K
PFC
254
Phocas Financial Corp
California
$307K -$307K
LSA
255
Lion Street Advisors
Texas
$307K +$307K +20,704 New
RTS
256
Round Table Services
New Jersey
$295K
NSIM
257
North Star Investment Management
Illinois
$285K +$600 +40 +0.2%
SG
258
StoneX Group
New York
$278K +$36.6K +2,440 +15%
HIA
259
Harbor Investment Advisory
Maryland
$275K +$275K +18,330 New
SIM
260
Stratos Investment Management
Ohio
$270K +$101K +6,752 +60%
VVP
261
Venture Visionary Partners
Ohio
$269K +$269K +17,949 New
CI
262
CX Institutional
Indiana
$261K
KFP
263
KMG Fiduciary Partners
Ohio
$261K +$261K +17,402 New
LWAC
264
Laurel Wealth Advisors (California)
California
$253K +$253K +16,881 New
RWM
265
RBA Wealth Management
California
$251K -$3.71K -248 -1%
SW
266
SVB Wealth
Massachusetts
$248K +$76.5K +5,106 +45%
WIA
267
World Investment Advisors
California
$247K
TP
268
Tranquility Partners
Tennessee
$244K +$2.39K +159 +1%
MGIA
269
Matthew Goff Investment Advisor
Texas
$241K
IA
270
IFG Advisory
Georgia
$235K -$5.21K -347 -2%
GLA
271
Good Life Advisors
Pennsylvania
$230K +$1.36K +90 +0.6%
FAAS
272
First Allied Advisory Services
California
$229K -$32.5K -2,143 -12%
CCWA
273
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$227K -$4.5K -300 -2%
GG
274
GenWealth Group
New Jersey
$226K
AFP
275
Ausdal Financial Partners
Iowa
$222K +$49.5K +3,288 +29%