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Invesco Preferred ETF

314 hedge funds and large institutions have $2.33B invested in Invesco Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
44
Increased
105
Reduced
115
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
276
BlackRock
New York
$28K +$28K +1,955 New
William Blair & Company
277
William Blair & Company
Illinois
$27K -$1.44M -99,625 -98%
MSFP
278
Mark Sheptoff Financial Planning
Connecticut
$25K
MIM
279
Macroview Investment Management
Maryland
$25K +$25K +1,721 New
AssetMark Inc
280
AssetMark Inc
California
$22K +$22K +1,510 New
PCFFS
281
Pacific Center for Financial Services
California
$21K
AIM
282
Advantage Investment Management
Iowa
$20K -$121K -8,440 -86%
SF
283
Synovus Financial
Georgia
$20K -$376 -26 -2%
BCA
284
Bay Colony Advisors
Massachusetts
$20K +$20K +1,374 New
AF
285
Allworth Financial
California
$17K +$17K +1,148 New
AIP
286
Ameritas Investment Partners
Nebraska
$16K -$2.8K -200 -15%
BCA
287
Bray Capital Advisors
Florida
$15K
WAM
288
Wealthspire Advisors (Maryland)
Maryland
$15K
FCMT
289
Founders Capital Management (Texas)
Texas
$15K
GCM
290
Gables Capital Management
Florida
$15K +$15K +1,000 New
KJWM
291
Kiley Juergens Wealth Management
Washington
$14K +$14K +1,000 New
MA
292
MUFG Americas
New York
$12K
FWM
293
Focused Wealth Management
New York
$12K +$173 +12 +1%
CAL
294
Capital Analysts LLC
Pennsylvania
$12K +$11.1K +739 +1,296%
SNT
295
Security National Trust
West Virginia
$10K
CPA
296
Clear Perspective Advisors
Illinois
$9K
TL
297
TrueWealth LLC
Georgia
$8K +$5.85K +388 +271%
UBS AM
298
UBS AM
Illinois
$6.03K +$6.03K +414 New
HCM
299
Highlander Capital Management
New Jersey
$6K
WF
300
WealthTrust Fairport
Ohio
$4K