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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 %
JCM
301
Jacobi Capital Management
Pennsylvania
$54K +$2.34K +159 +5%
GI
302
Gradient Investments
Minnesota
$54K +$54K +3,717 New
BWM
303
BerganKDV Wealth Management
Minnesota
$53K +$40.3K +2,752 +317%
SA
304
SRH Advisors
Kansas
$51K
AIC
305
Archer Investment Corporation
Indiana
$51K +$18.5K +1,270 +57%
CWA
306
Clarus Wealth Advisors
Arizona
$49K
ME
307
McIlrath & Eck
Washington
$47K
TFS
308
TrustCore Financial Services
Tennessee
$46K -$3.93K -270 -8%
BWP
309
Baldwin Wealth Partners
Massachusetts
$37K
IF
310
Ironwood Financial
Arizona
$36K
Parallax Volatility Advisers
311
Parallax Volatility Advisers
California
$36K +$36K +2,430 +243,000%
TRCT
312
Tower Research Capital (TRC)
New York
$34K +$32.5K +2,220 +2,242%
ACS
313
Archford Capital Strategies
Illinois
$32K
NC
314
NewSquare Capital
Pennsylvania
$32K +$21.1K +1,450 +193%
TC
315
Truvestments Capital
Florida
$31K
CCMW
316
Cypress Capital Management (Wyoming)
Wyoming
$29K
WEC
317
Winslow Evans & Crocker
Massachusetts
$26K
AIP
318
Ameritas Investment Partners
Nebraska
$26K +$12.4K +865 +92%
HPC
319
HM Payson & Co
Maine
$26K +$26K +1,800 New
SBL
320
Sargent Bickham Lagudis
Colorado
$25K -$29K -1,949 -54%
EWM
321
Executive Wealth Management
Michigan
$25K
MSFP
322
Mark Sheptoff Financial Planning
Connecticut
$25K
WT
323
Whittier Trust
California
$24K -$12.3K -825 -34%
FFW
324
Fusion Family Wealth
New York
$23K
ONST
325
Old North State Trust
North Carolina
$23K +$10.7K +745 +87%