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Invesco Preferred ETF

344 hedge funds and large institutions have $1.91B invested in Invesco Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 78 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
7.68%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
74
Increased
78
Reduced
142
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFG
351
Piershale Financial Group
Illinois
-$1.42M -98,935 Closed
BRF
352
B. Riley Financial
California
-$975K -68,085 Closed
GFPC
353
Global Financial Private Capital
Florida
-$894K -62,401 Closed
JPMPWA
354
J.P. Morgan Private Wealth Advisors
California
-$823K -57,442 Closed
PWM
355
Perigon Wealth Management
California
-$746K -52,075 Closed
LFAS
356
Level Four Advisory Services
Texas
-$652K -45,500 Closed
HIC
357
Holderness Investments Company
North Carolina
-$630K -43,979 Closed
Millennium Management
358
Millennium Management
New York
-$565K -39,471 Closed
PMG
359
ProVise Management Group
Florida
-$517K -36,069 Closed
FA
360
FDx Advisors
Illinois
-$423K -29,545 Closed
BCM
361
Breiter Capital Management
Florida
-$255K -17,815 Closed
GT
362
Glenview Trust
Kentucky
-$248K -17,350 Closed
KA
363
Kovack Advisors
Florida
-$220K -15,381 Closed
PWMAG
364
Pinnacle Wealth Management Advisory Group
New Jersey
-$204K -14,240 Closed
SFS
365
Sowell Financial Services
Arkansas
-$200K -13,962 Closed
NA
366
Navellier & Associates
Nevada
-$190K -13,300 Closed
GHA
367
GW Henssler & Associates
Georgia
-$190K -13,280 Closed
UWM
368
USAdvisors Wealth Management
Minnesota
-$189K -13,225 Closed
SCA
369
Stuart Chaussee & Associates
California
-$171K -11,915 Closed
CNBT
370
Canandaigua National Bank & Trust
New York
-$145K -10,148 Closed
MCM
371
Monument Capital Management
Virginia
-$102K -7,100 Closed
AA
372
Ancora Advisors
Ohio
-$72K -5,041 Closed
GP
373
Girard Partners
Pennsylvania
-$68K -4,751 Closed
LYV
374
Live Your Vision
Pennsylvania
-$47K -3,300 Closed
SFM
375
Signet Financial Management
New Jersey
-$43K -3,011 Closed