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Invesco Preferred ETF

347 hedge funds and large institutions have $2.04B invested in Invesco Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
7.52%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
45
Increased
125
Reduced
114
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPW
276
Kore Private Wealth
New York
$75K +$75K +5,145 New
NPP
277
New Potomac Partners
Maryland
$69K
PFSC
278
Peoples Financial Services Corp
Pennsylvania
$58K
CFA
279
Carroll Financial Associates
North Carolina
$58K +$1.36K +95 +2%
HCM
280
Highlander Capital Management
New Jersey
$55K +$49K +3,400 +813%
DSC
281
Duncker Streett & Co
Missouri
$54K
SBL
282
Sargent Bickham Lagudis
Colorado
$53K +$351 +24 +0.7%
SA
283
SRH Advisors
Kansas
$51K
JCM
284
Jacobi Capital Management
Pennsylvania
$51K
TFS
285
TrustCore Financial Services
Tennessee
$50K
CWA
286
Clarus Wealth Advisors
Arizona
$49K +$4.05K +279 +9%
AIC
287
Ameritas Investment Company
Nebraska
$47K -$517K -35,910 -92%
ME
288
McIlrath & Eck
Washington
$47K
RFC
289
Regions Financial Corp
Alabama
$44K +$44K +3,036 New
SF
290
Synovus Financial
Georgia
$37K
BWP
291
Baldwin Wealth Partners
Massachusetts
$37K
IF
292
Ironwood Financial
Arizona
$36K
WP
293
WealthShield Partners
North Carolina
$35K -$776 -54 -2%
WT
294
Whittier Trust
California
$35K +$33.9K +2,362 +3,192%
VFA
295
Valeo Financial Advisors
Indiana
$33K
AIC
296
Archer Investment Corporation
Indiana
$32K +$32K +2,234 New
ACS
297
Archford Capital Strategies
Illinois
$31K -$86 -6 -0.3%
SWP
298
Strategic Wealth Partners
Ohio
$30K
TC
299
Truvestments Capital
Florida
$30K +$30K +2,100 New
CCMW
300
Cypress Capital Management (Wyoming)
Wyoming
$29K