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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 %
EWA
301
ERTS Wealth Advisors
Michigan
$24K +$24K +1,780 New
MSFP
302
Mark Sheptoff Financial Planning
Connecticut
$23K
FFW
303
Fusion Family Wealth
New York
$21K -$21.7K -1,590 -51%
PCFFS
304
Pacific Center for Financial Services
California
$19K
CWM
305
Catamount Wealth Management
Connecticut
$15K -$50.4K -3,468 -77%
AF
306
Allworth Financial
California
$15K
BCA
307
Bray Capital Advisors
Florida
$13K
AIM
308
Advantage Investment Management
Iowa
$13K
FCMT
309
Founders Capital Management (Texas)
Texas
$13K
FRA
310
Front Row Advisors
California
$13K
GCM
311
Gables Capital Management
Florida
$13K
W
312
WealthOne
New York
$13K +$13K +980 New
AIP
313
Ameritas Investment Partners
Nebraska
$12K -$2.55K -200 -18%
FWM
314
Focused Wealth Management
New York
$12K +$238 +17 +2%
BWM
315
BerganKDV Wealth Management
Minnesota
$12K +$1.73K +124 +17%
BlackRock
316
BlackRock
New York
$12K +$12K +920 New
CAL
317
Capital Analysts LLC
Pennsylvania
$11K
MA
318
MUFG Americas
New York
$11K
AWM
319
Avior Wealth Management
Nebraska
$11K +$3.98K +296 +57%
NC
320
NewSquare Capital
Pennsylvania
$10K +$10K +750 New
BBPWM
321
Blue Bell Private Wealth Management
Pennsylvania
$9K -$15K -1,085 -62%
SNT
322
Security National Trust
West Virginia
$9K
KC
323
Knuff & Co
California
$9K +$9K +689 New
ESB
324
Essex Savings Bank
Connecticut
$8K +$8K +582 New
RFM
325
Royal Fund Management
Florida
$8K +$8K +633 New