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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 %
Fidelity Investments
301
Fidelity Investments
Massachusetts
$29K +$24.3K +1,691 +517%
WEC
302
Winslow Evans & Crocker
Massachusetts
$26K +$26K +1,700 New
EWM
303
Executive Wealth Management
Michigan
$25K -$1.44K -100 -5%
MSFP
304
Mark Sheptoff Financial Planning
Connecticut
$25K
TL
305
TrueWealth LLC
Georgia
$24K +$24K +1,644 New
FFW
306
Fusion Family Wealth
New York
$22K
PCFFS
307
Pacific Center for Financial Services
California
$21K
TFGT
308
TS Financial Group (TSFG)
Illinois
$20K +$20K +1,391 New
AF
309
Allworth Financial
California
$17K
NFG
310
Next Financial Group
Texas
$15K -$144K -9,751 -91%
CWM
311
Catamount Wealth Management
Connecticut
$15K -$480 -32 -3%
AIM
312
Advantage Investment Management
Iowa
$15K
BCA
313
Bray Capital Advisors
Florida
$15K
FCMT
314
Founders Capital Management (Texas)
Texas
$15K
FRA
315
Front Row Advisors
California
$15K
GCM
316
Gables Capital Management
Florida
$15K
NFH
317
NEXT Financial Holdings
Texas
$15K +$15K +1,017 New
PI
318
PineBridge Investments
New York
$14K -$912K -62,694 -98%
AIP
319
Ameritas Investment Partners
Nebraska
$13K
BWM
320
BerganKDV Wealth Management
Minnesota
$13K +$165 +11 +1%
FWM
321
Focused Wealth Management
New York
$13K +$180 +12 +1%
ONST
322
Old North State Trust
North Carolina
$12K -$1.32M -94,431 -99%
MA
323
MUFG Americas
New York
$12K
AWM
324
Avior Wealth Management
Nebraska
$12K +$173 +12 +1%
PMFA
325
Plante Moran Financial Advisors
Michigan
$12K +$12K +861 New