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Invesco Preferred ETF

412 hedge funds and large institutions have $2.35B invested in Invesco Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
8.47%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.39%
New
61
Increased
146
Reduced
130
Closed
46
Calls
$395K
Puts
$291K
Net Calls
+$104K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Shares
Change %
FUBT
326
First United Bank & Trust
Maryland
$150K -$177K -12,505 -54%
FPGK
327
Financial Partners Group (Kansas)
Kansas
$146K +$146K +10,365 New
MWM
328
Meridian Wealth Management
Kentucky
$142K -$64.6K -4,582 -31%
WA
329
Winfield Associates
Ohio
$142K +$142K +10,080 New
CFS
330
CRA Financial Services
New Jersey
$141K
CBB
331
Citizens Business Bank
California
$141K
PWP
332
Principle Wealth Partners
Connecticut
$137K -$42.9K -3,044 -24%
BAM
333
Bellevue Asset Management
Washington
$130K
AAIM
334
Asset Advisors Investment Management
Georgia
$129K +$129K +9,142 New
SFPG
335
Stonebridge Financial Planning Group
Florida
$128K
VFA
336
Valeo Financial Advisors
Indiana
$128K +$53.3K +3,779 +71%
CFN
337
Cordasco Financial Network
Florida
$124K
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$120K
CAC
339
Certified Advisory Corp
Florida
$118K +$774 +55 +0.7%
BW
340
Bison Wealth
Georgia
$111K +$20.4K +1,439 +23%
BFEC
341
Benjamin F. Edwards & Company
Missouri
$108K -$8.75K -619 -7%
CFO
342
CVA Family Office
Colorado
$100K +$100K +7,100 New
AIC
343
Archer Investment Corporation
Indiana
$95.2K
EFSCE
344
Enterprise Financial Services Corp (EFSC)
Missouri
$94K -$614K -43,585 -87%
ME
345
McIlrath & Eck
Washington
$84K
DSC
346
Duncker Streett & Co
Missouri
$80K -$2.01K -143 -2%
JPLA
347
Joseph P. Lucia & Associates
New York
$78K
FWM
348
Filbrandt Wealth Management
Wisconsin
$78K +$78K +5,500 New
CFG
349
Citizens Financial Group
Rhode Island
$69K
CWM
350
Cedar Wealth Management
California
$65K