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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 %
AssetMark Inc
301
AssetMark Inc
California
$15K
FRA
302
Front Row Advisors
California
$15K +$15K +1,000 New
FWM
303
Focused Wealth Management
New York
$12K +$163 +11 +1%
THWM
304
Taylor Hoffman Wealth Management
Virginia
$11K +$11K +748 New
WCM
305
Whitener Capital Management
North Carolina
$11K +$11K +800 New
SNT
306
Security National Trust
West Virginia
$10K
SFSIG
307
San Francisco Sentry Investment Group
California
$10K
FANJ
308
Financial Architects (New Jersey)
New Jersey
$9K
VCM
309
Virtue Capital Management
Tennessee
$8K +$8K +546 New
CPA
310
Clear Perspective Advisors
Illinois
$6K
HCM
311
Highlander Capital Management
New Jersey
$6K
BWM
312
Baystate Wealth Management
Massachusetts
$6K +$75 +5 +1%
SFG
313
SevenBridge Financial Group
Pennsylvania
$5K
AIM
314
Anchor Investment Management
South Carolina
$3.72K
JCM
315
Jacobi Capital Management
Pennsylvania
$3K
ACM
316
Armbruster Capital Management
New York
$2K +$2K +144 New
PG
317
Patten Group
Tennessee
$1K -$1.15K -75 -54%
WT
318
Whittier Trust
California
$1K
AIP
319
Ameritas Investment Partners
Nebraska
$1K +$9 +12 +0.9%
FCAS
320
First Command Advisory Services
Texas
$1K +$1K +38 New
RFC
321
Regions Financial Corp
Alabama
$1K +$1K +52 New
PCA
322
Providence Capital Advisors
North Carolina
$1K +$1K +59 New
VIA
323
Vantage Investment Advisors
Pennsylvania
$1K +$1K +86 New
AC
324
Avestar Capital
New York
$1K +$1K +122 New
PCG
325
Private Capital Group
Connecticut
$328 +$328 +614 New