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Invesco Preferred ETF

362 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+15
Holders Change %
+4.32%
% of All Funds
7.87%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
49
Increased
152
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RG
276
Rathbones Group
United Kingdom
$161K
MSWM
277
Mader & Shannon Wealth Management
Missouri
$159K +$159K +10,893 New
CAM
278
Concorde Asset Management
Michigan
$155K +$155K +10,594 New
CFS
279
CRA Financial Services
New Jersey
$150K
FNBOSM
280
First National Bank of South Miami
Florida
$149K
CGFA
281
Colton Groome Financial Advisors
North Carolina
$149K +$149K +10,162 New
IWS
282
Insight Wealth Strategies
California
$149K +$149K +10,166 New
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$147K +$139K +9,435 +1,715%
LBC
284
Lowe Brockenbrough & Co
Virginia
$146K +$146K +10,000 New
NFG
285
Next Financial Group
Texas
$137K +$122K +8,341 +820%
IWC
286
Integrated Wealth Concepts
Massachusetts
$137K +$137K +12,403 New
SF
287
Synovus Financial
Georgia
$133K +$95.2K +6,500 +252%
CFN
288
Cordasco Financial Network
Florida
$129K
PGAM
289
Princeton Global Asset Management
New Jersey
$127K -$5.84K -400 -4%
HCM
290
Highlander Capital Management
New Jersey
$117K +$61.3K +4,200 +110%
Fidelity Investments
291
Fidelity Investments
Massachusetts
$117K +$87.5K +5,996 +297%
IA
292
IndexIQ Advisors
New York
$110K +$110K +7,475 New
CB
293
CNB Bank
Pennsylvania
$83K -$71.8K -4,882 -46%
JPLA
294
Joseph P. Lucia & Associates
New York
$81K -$1.1M -74,812 -93%
SIM
295
Sonora Investment Management
Arizona
$76K +$76K +5,200 New
NPP
296
New Potomac Partners
Maryland
$69K
BCA
297
Bray Capital Advisors
Florida
$61K +$12K +245 +25%
CFA
298
Carroll Financial Associates
North Carolina
$59K
PFSC
299
Peoples Financial Services Corp
Pennsylvania
$59K
DSC
300
Duncker Streett & Co
Missouri
$54K