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Invesco Preferred ETF

415 hedge funds and large institutions have $2.45B invested in Invesco Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 175 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+57
Holders Change %
+15.92%
% of All Funds
8.2%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
87
Increased
175
Reduced
90
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
351
TrustCore Financial Services
Tennessee
$47K
GEA
352
Glen Eagle Advisors
New Jersey
$46.9K +$45K +3,000 +2,400%
VCP
353
Verus Capital Partners
Arizona
$46K +$46K +3,050 New
BWP
354
Baldwin Wealth Partners
Massachusetts
$38K
ACA
355
Aptus Capital Advisors
Alabama
$37K +$7.75K +530 +27%
WEC
356
Winslow Evans & Crocker
Massachusetts
$36K +$23.5K +1,500 +188%
IF
357
Ironwood Financial
Arizona
$32K -$4.99K -335 -13%
CCMW
358
Cypress Capital Management (Wyoming)
Wyoming
$30K
AIP
359
Ameritas Investment Partners
Nebraska
$27K +$177 +12 +0.7%
MSFP
360
Mark Sheptoff Financial Planning
Connecticut
$26K
SBL
361
Sargent Bickham Lagudis
Colorado
$26K +$347 +23 +1%
TFGT
362
TS Financial Group (TSFG)
Illinois
$21K
AWA
363
Arkadios Wealth Advisors
Georgia
$19K +$19K +1,250 New
RWB
364
RMR Wealth Builders
New Jersey
$19K +$19K +1,250 New
TCWM
365
Total Clarity Wealth Management
Illinois
$19K +$19K +1,292 New
AF
366
Allworth Financial
California
$17K -$30 -2 -0.2%
RIA
367
Realta Investment Advisors
Delaware
$17K +$205 +14 +1%
VRM
368
Vectors Research Management
New York
$17K +$17K +1,100 New
HPC
369
HM Payson & Co
Maine
$15K -$12.8K -828 -46%
FRA
370
Front Row Advisors
California
$15K
RFM
371
Royal Fund Management
Florida
$15K +$15K +1,000 New
PI
372
PineBridge Investments
New York
$14K
FWM
373
Focused Wealth Management
New York
$14K +$186 +12 +1%
FFW
374
Fusion Family Wealth
New York
$13K
VFA
375
Valeo Financial Advisors
Indiana
$13K +$2.41K +158 +23%