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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 %
SFG
301
SevenBridge Financial Group
Pennsylvania
$4K
PCG
302
Private Capital Group
Connecticut
$4K
NDSI
303
Newman Dignan & Sheerar Inc
Rhode Island
$3.97K -$132 -9,076 -3%
AIM
304
Anchor Investment Management
South Carolina
$3.64K
AWM
305
AllSquare Wealth Management
New York
$3K +$3K +200 New
GEA
306
Glen Eagle Advisors
New Jersey
$1.82K +$1.82K +125 New
NA
307
NewEdge Advisors
Louisiana
$1.47K +$313 +21,411 +27%
WT
308
Whittier Trust
California
$1K
BWM
309
Baystate Wealth Management
Massachusetts
$1K +$10 +1 +1%
SMFS
310
Squar Milner Financial Services
California
$1K +$1K +71 New
AFNAS
311
American Financial Network Advisory Services
California
$468 +$468 +16 New
FRA
312
Front Row Advisors
California
$15
CM
313
Columbus Macro
Pennsylvania
-$11.7M -803,400 Closed
VFA
314
Voya Financial Advisors
Connecticut
-$4.41M -303,347 Closed
SC
315
Scotia Capital
Ontario, Canada
-$3.09M -211,500 Closed
FWM
316
Frontier Wealth Management
Missouri
-$2.83M -193,930 Closed
SLA
317
Silver Lake Advisory
Utah
-$1.87M -128,040 Closed
AWM
318
Arbor Wealth Management
Florida
-$1.1M -76,388 Closed
CTC
319
Central Trust Company
Missouri
-$980K -67,130 Closed
WCM
320
Wallace Capital Management
Texas
-$841K -57,600 Closed
Citadel Advisors
321
Citadel Advisors
Florida
-$823K -56,404 Closed
FF
322
Friedenthal Financial
New Jersey
-$761K -52,104 Closed
IBOK
323
Independence Bank of Kentucky
Kentucky
-$663K -45,385 Closed
BCM
324
Breiter Capital Management
Florida
-$646K -44,270 Closed
Thrivent Financial for Lutherans
325
Thrivent Financial for Lutherans
Minnesota
-$539K -36,892 Closed