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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 %
AIP
376
Ameritas Investment Partners
Nebraska
$26K +$168 +12 +0.7%
SBL
377
Sargent Bickham Lagudis
Colorado
$24K
IFAM
378
Institutional & Family Asset Management
Colorado
$23K +$23K +1,600 New
RWB
379
RMR Wealth Builders
New Jersey
$18K +$18K +1,250 New
VRM
380
Vectors Research Management
New York
$16K
AAMA
381
Advanced Asset Management Advisors
Ohio
$16K +$16K +1,099 New
RIM
382
Rockbridge Investment Management
New York
$16K +$16K +1,108 New
MA
383
MUFG Americas
New York
$16K +$5.12K +8,605 +47%
PI
384
PineBridge Investments
New York
$14K
FRA
385
Front Row Advisors
California
$14K
FWM
386
Focused Wealth Management
New York
$13K +$168 +12 +1%
MSFP
387
Mark Sheptoff Financial Planning
Connecticut
$12K -$12K -850 -50%
LFG
388
Larson Financial Group
Missouri
$12K +$10.3K +706 +614%
HPC
389
HM Payson & Co
Maine
$11K -$1.06K -78 -9%
CAL
390
Capital Analysts LLC
Pennsylvania
$11K
KC
391
Knuff & Co
California
$10K
SNT
392
Security National Trust
West Virginia
$10K
CWC
393
Carolinas Wealth Consulting
North Carolina
$9K +$121 +9 +1%
RBC
394
Roble Belko & Company
Pennsylvania
$8K
SCA
395
Stonebridge Capital Advisors
Minnesota
$8K +$4.07K +299 +103%
OC
396
Oakworth Capital
Alabama
$8K +$8K +544 New
AWM
397
Avior Wealth Management
Nebraska
$7K
S
398
SignatureFD
Georgia
$6K +$29 +2 +0.5%
Fidelity Investments
399
Fidelity Investments
Massachusetts
$5K -$64.3K -4,897 -93%
BWA
400
BDO Wealth Advisors
Florida
$4K