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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 %
MA
376
MUFG Americas
New York
$12K
FCMT
377
Founders Capital Management (Texas)
Texas
$12K
SNT
378
Security National Trust
West Virginia
$11K
CAL
379
Capital Analysts LLC
Pennsylvania
$11K
QAM
380
QCI Asset Management
New York
$10K
KC
381
Knuff & Co
California
$10K
CFG
382
Citizens Financial Group
Rhode Island
$10K +$10K +695 New
RBC
383
Roble Belko & Company
Pennsylvania
$9K
RAM
384
Riggs Asset Management
Pennsylvania
$9K +$9K +577 New
CWC
385
Carolinas Wealth Consulting
North Carolina
$9K +$9K +653 New
PP
386
Pacifica Partners
Canada
$8K +$8K +500 New
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$8K +$8K +525 New
TPWA
388
TRUE Private Wealth Advisors
Oregon
$8K +$8K +544 New
AWM
389
Avior Wealth Management
Nebraska
$7K +$2.76K +197 +65%
AP
390
Arlington Partners
Alabama
$7K +$7K +463 New
CHAM
391
Clear Harbor Asset Management
Connecticut
$6.15K +$6.15K +410 New
LWA
392
Lowe Wealth Advisors
Maryland
$6K
BWL
393
Bogart Wealth LLC
Virginia
$6K +$1.27K +90 +27%
BA
394
Ballast Advisors
Minnesota
$6K +$6K +373 New
CBT
395
Capital Bank & Trust
California
$6K +$6K +385 New
FMII
396
Farmers & Merchants Investments Inc
Nebraska
$5K
WT
397
Whittier Trust
California
$4K -$5.63K -391 -58%
BWA
398
BDO Wealth Advisors
Florida
$4K +$4K +281 New
AIM
399
Anchor Investment Management
South Carolina
$3.75K
TWA
400
TCI Wealth Advisors
Arizona
$3K -$2.62K -170 -47%