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Invesco Preferred ETF

358 hedge funds and large institutions have $2.27B invested in Invesco Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 106 reducing their positions, and 42 closing their positions.

Holders
358
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
7.86%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
39
Increased
139
Reduced
106
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CB
301
CNB Bank
Pennsylvania
$85K
JPLA
302
Joseph P. Lucia & Associates
New York
$83K
AIC
303
Archer Investment Corporation
Indiana
$78K +$25.4K +1,695 +48%
NPP
304
New Potomac Partners
Maryland
$71K
MWP
305
MYCIO Wealth Partners
Pennsylvania
$70K -$226K -15,000 -76%
BCA
306
Bray Capital Advisors
Florida
$61K
CFA
307
Carroll Financial Associates
North Carolina
$60K
PFSC
308
Peoples Financial Services Corp
Pennsylvania
$60K
GI
309
Gradient Investments
Minnesota
$56K
BWM
310
BerganKDV Wealth Management
Minnesota
$55K +$167 +11 +0.3%
SA
311
SRH Advisors
Kansas
$53K
LWS
312
Lucia Wealth Services
California
$53K +$53K +3,500 New
JCM
313
Jacobi Capital Management
Pennsylvania
$52K -$3.09K -206 -6%
ME
314
McIlrath & Eck
Washington
$49K
TFS
315
TrustCore Financial Services
Tennessee
$48K
BWP
316
Baldwin Wealth Partners
Massachusetts
$38K
IF
317
Ironwood Financial
Arizona
$37K
TC
318
Truvestments Capital
Florida
$32K
SFS
319
Sowell Financial Services
Arkansas
$31K +$31K +2,069 New
CCMW
320
Cypress Capital Management (Wyoming)
Wyoming
$30K
ACA
321
Aptus Capital Advisors
Alabama
$30K +$30K +2,000 New
EW
322
Evoke Wealth
California
$27.3K +$27.3K +1,818 New
HPC
323
HM Payson & Co
Maine
$27K
AIP
324
Ameritas Investment Partners
Nebraska
$27K +$163 +11 +0.6%
MSFP
325
Mark Sheptoff Financial Planning
Connecticut
$26K