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Invesco Preferred ETF

314 hedge funds and large institutions have $2.33B invested in Invesco Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
44
Increased
105
Reduced
115
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
326
Towercrest Capital Management
Pennsylvania
-$476K -31,647 Closed
ECM
327
Elgethun Capital Management
South Dakota
-$386K -26,437 Closed
WP
328
WealthSource Partners
California
-$318K -21,775 Closed
LPIC
329
LeJeune Puetz Investment Counsel
Michigan
-$309K -21,160 Closed
HPWM
330
Highland Private Wealth Management
Washington
-$294K -20,111 Closed
YMRC
331
Yorktown Management & Research Company
Virginia
-$200K -13,700 Closed
WA
332
WESPAC Advisors
California
-$197K -13,496 Closed
MCWS
333
McKinley Carter Wealth Services
West Virginia
-$196K -13,450 Closed
BSW
334
Buckingham Strategic Wealth
Missouri
-$164K -11,254 Closed
RG
335
Rathbones Group
United Kingdom
-$161K -11,000 Closed
TSS
336
Two Sigma Securities
New York
-$153K -10,512 Closed
LA
337
LexAurum Advisors
Kansas
-$150K -10,269 Closed
PWAG
338
Polaris Wealth Advisory Group
California
-$81K -5,567 Closed
OIA
339
OneDigital Investment Advisors
Kansas
-$57K -3,907 Closed
BBA
340
Braun-Bostich & Associates
Pennsylvania
-$47K -3,205 Closed
MGIA
341
Moneta Group Investment Advisors
Missouri
-$44K -3,000 Closed
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
-$29K -2,017 Closed
APP
343
Avantax Planning Partners
Iowa
-$28K -1,949 Closed
WCM
344
Whitener Capital Management
North Carolina
-$12K -887 Closed
AIA
345
Armor Investment Advisors
North Carolina
-$12K -809 Closed
SFSIG
346
San Francisco Sentry Investment Group
California
-$10K -654 Closed
SFA
347
Spectrum Financial Alliance
Kentucky
-$7K -496 Closed
FMII
348
Farmers & Merchants Investments Inc
Nebraska
-$5K -309 Closed
AIS
349
Accurate Investment Solutions
Pennsylvania
-$3K -189 Closed
FCAS
350
First Command Advisory Services
Texas
-$5K -153 Closed