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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.

New
Increased
Maintained
Reduced
Closed
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 %
SBL
326
Sargent Bickham Lagudis
Colorado
$26K +$351 +23 +1%
ONST
327
Old North State Trust
North Carolina
$24K
TFGT
328
TS Financial Group (TSFG)
Illinois
$21K
RIA
329
Realta Investment Advisors
Delaware
$18K -$4.48K -286 -20%
AF
330
Allworth Financial
California
$17K +$30 +2 +0.2%
AIM
331
Advantage Investment Management
Iowa
$15K
FRA
332
Front Row Advisors
California
$15K
WEC
333
Winslow Evans & Crocker
Massachusetts
$14K -$15.8K -900 -53%
PI
334
PineBridge Investments
New York
$14K
FFW
335
Fusion Family Wealth
New York
$13K -$9.49K -650 -42%
FWM
336
Focused Wealth Management
New York
$13K +$175 +12 +1%
FCMT
337
Founders Capital Management (Texas)
Texas
$12K -$3K -200 -20%
MA
338
MUFG Americas
New York
$12K
SNT
339
Security National Trust
West Virginia
$11K
CAL
340
Capital Analysts LLC
Pennsylvania
$11K
WT
341
Whittier Trust
California
$10K -$14.1K -942 -58%
QAM
342
QCI Asset Management
New York
$10K -$499 -32 -5%
KC
343
Knuff & Co
California
$10K
VFA
344
Valeo Financial Advisors
Indiana
$10K +$2.21K +153 +28%
FPB
345
First PREMIER Bank
South Dakota
$10K +$10K +675 New
RBC
346
Roble Belko & Company
Pennsylvania
$9K
LWA
347
Lowe Wealth Advisors
Maryland
$6K
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$5K
TWA
349
TCI Wealth Advisors
Arizona
$5K +$2.6K +190 +109%
BWL
350
Bogart Wealth LLC
Virginia
$5K +$5K +334 New