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Invesco Preferred ETF

344 hedge funds and large institutions have $1.91B invested in Invesco Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 78 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
7.68%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
74
Increased
78
Reduced
142
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ST
276
Smithfield Trust
Pennsylvania
$48K
JCM
277
Jacobi Capital Management
Pennsylvania
$47K -$3.79K -284 -7%
SA
278
SRH Advisors
Kansas
$47K
TFS
279
TrustCore Financial Services
Tennessee
$46K -$26.8K -2,000 -37%
ME
280
McIlrath & Eck
Washington
$44K -$5.07K -375 -10%
CWA
281
Clarus Wealth Advisors
Arizona
$42K
PA
282
Parallel Advisors
California
$40K -$12.7K -940 -24%
BC
283
Barnett & Company
Tennessee
$40K
FANJ
284
Financial Architects (New Jersey)
New Jersey
$37K +$37K +2,774 New
MOS
285
MGO One Seven
Ohio
$37K +$37K +2,841 New
RCG
286
Ruggie Capital Group
Florida
$36K +$36K +2,683 New
SF
287
Synovus Financial
Georgia
$35K
BWP
288
Baldwin Wealth Partners
Massachusetts
$34K -$67.1K -5,000 -66%
WP
289
WealthShield Partners
North Carolina
$34K -$11K -805 -24%
IF
290
Ironwood Financial
Arizona
$33K
DWM
291
Doyle Wealth Management
Florida
$31K +$31K +2,337 New
SWP
292
Strategic Wealth Partners
Ohio
$30K -$5.82K -399 -16%
VFA
293
Valeo Financial Advisors
Indiana
$30K +$4.11K +308 +16%
ACS
294
Archford Capital Strategies
Illinois
$29K
CAM
295
Cresset Asset Management
Illinois
$29K +$29K +2,130 New
GI
296
Gradient Investments
Minnesota
$27K -$23.9K -1,785 -47%
CCMW
297
Cypress Capital Management (Wyoming)
Wyoming
$27K -$1.94K -144 -7%
PFGIA
298
Patriot Financial Group Insurance Agency
Massachusetts
$27K
QAM
299
QCI Asset Management
New York
$26K -$9.28K -691 -26%
EWM
300
Executive Wealth Management
Michigan
$25K +$25K +1,842 New