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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 %
WAS
326
Winch Advisory Services
Wisconsin
$22K +$22K +1,500 New
RIA
327
Realta Investment Advisors
Delaware
$21K +$18.5K +1,261 +729%
TFGT
328
TS Financial Group (TSFG)
Illinois
$20K
AF
329
Allworth Financial
California
$17K
AIM
330
Advantage Investment Management
Iowa
$15K
FCMT
331
Founders Capital Management (Texas)
Texas
$15K
FRA
332
Front Row Advisors
California
$15K
PI
333
PineBridge Investments
New York
$14K
FWM
334
Focused Wealth Management
New York
$13K +$177 +12 +1%
MA
335
MUFG Americas
New York
$12K
CAL
336
Capital Analysts LLC
Pennsylvania
$11K -$613 -42 -5%
KC
337
Knuff & Co
California
$10K
SNT
338
Security National Trust
West Virginia
$10K
QAM
339
QCI Asset Management
New York
$10K +$475 +32 +5%
RBC
340
Roble Belko & Company
Pennsylvania
$9K +$9K +597 New
TPWA
341
TRUE Private Wealth Advisors
Oregon
$8K -$198K -13,706 -96%
VFA
342
Valeo Financial Advisors
Indiana
$8K -$25.3K -1,707 -76%
ESB
343
Essex Savings Bank
Connecticut
$8K
AWMS
344
Advocacy Wealth Management Services
Georgia
$7K +$7K +500 New
PMFA
345
Plante Moran Financial Advisors
Michigan
$6K -$6.76K -456 -53%
LWA
346
Lowe Wealth Advisors
Maryland
$6K +$6K +400 New
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$5K
SFG
348
SevenBridge Financial Group
Pennsylvania
$5K
SCA
349
Stonebridge Capital Advisors
Minnesota
$5K +$5K +330 New
AWM
350
Avior Wealth Management
Nebraska
$4K -$7.12K -532 -64%