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Invesco Preferred ETF

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
326
Sonora Investment Management
Arizona
$1
PFG
327
Piershale Financial Group
Illinois
-$7.43M -494,477 Closed
AWMG
328
Alliance Wealth Management Group
New Jersey
-$6.7M -445,827 Closed
RCM
329
Robinson Capital Management
Michigan
-$2.94M -195,759 Closed
IWA
330
IBEX Wealth Advisors
New Jersey
-$2.69M -180,061 Closed
ICOA
331
Investment Centers of America
North Dakota
-$956K -63,561 Closed
NPC
332
National Planning Corporation
California
-$763K -50,792 Closed
PMG
333
ProVise Management Group
Florida
-$667K -44,412 Closed
NFG
334
Next Financial Group
Texas
-$663K -44,073 Closed
TCM
335
Towercrest Capital Management
Pennsylvania
-$476K -31,647 Closed
WA
336
WBH Advisory
Maryland
-$256K -17,046 Closed
FCH
337
Freestone Capital Holdings
Washington
-$227K -15,077 Closed
BWM
338
BerganKDV Wealth Management
Minnesota
-$214K -14,243 Closed
Northern Trust
339
Northern Trust
Illinois
-$209K -13,898 Closed
Franklin Resources
340
Franklin Resources
California
-$198K -13,145 Closed
RFA
341
Reilly Financial Advisors
California
-$150K -10,000 Closed
AC
342
Alexandria Capital
Virginia
-$77K -5,150 Closed
MA
343
MCF Advisors
Kentucky
-$41K -2,707 Closed
APSP
344
Asset Planning Services (Pennsylvania)
Pennsylvania
-$27K -1,826 Closed
HT
345
Heritage Trust
Oklahoma
-$6K -372 Closed
SSB
346
Sandy Spring Bank
Maryland
-$2K -108 Closed
CHP
347
Cable Hill Partners
Oregon
-$1K -50 Closed