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Invesco Preferred ETF

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFSC
276
Peoples Financial Services Corp
Pennsylvania
$59K
OIA
277
OneDigital Investment Advisors
Kansas
$57K +$784 +53 +1%
DSC
278
Duncker Streett & Co
Missouri
$55K
BC
279
Barnett & Company
Tennessee
$55K +$10.4K +700 +23%
SA
280
SRH Advisors
Kansas
$52K
1IA
281
1834 Investment Advisors
Wisconsin
$49K +$49K +3,265 New
BBA
282
Braun-Bostich & Associates
Pennsylvania
$48K +$48K +3,205 New
LYV
283
Live Your Vision
Pennsylvania
$48K +$48K +3,300 New
KJWM
284
Kiley Juergens Wealth Management
Washington
$47K +$47K +3,200 New
MGIA
285
Moneta Group Investment Advisors
Missouri
$45K +$45K +3,000 New
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K +$45K +3,000 New
IF
287
Ironwood Financial
Arizona
$40K -$5.11K -345 -11%
CBT
288
Capital Bank & Trust
California
$40K +$40K +2,700 New
QAM
289
QCI Asset Management
New York
$39K +$29.7K +2,000 +319%
BBPWM
290
Blue Bell Private Wealth Management
Pennsylvania
$36K
VFA
291
Valeo Financial Advisors
Indiana
$34K +$30.9K +2,054 +992%
TC
292
Telemus Capital
Michigan
$30K +$30K +2,000 New
AF
293
Advisornet Financial
Minnesota
$27K +$27K +1,791 New
MOS
294
MGO One Seven
Ohio
$27K +$27K +1,841 New
MSFP
295
Mark Sheptoff Financial Planning
Connecticut
$25K
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$25K +$20.4K +1,365 +442%
PCFFS
297
Pacific Center for Financial Services
California
$21K
PFGIA
298
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$290 +20 +1%
SEI Investments
299
SEI Investments
Pennsylvania
$19K +$9.36K +614 +97%
FCMT
300
Founders Capital Management (Texas)
Texas
$15K