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Invesco Preferred ETF

181 hedge funds and large institutions have $1.19B invested in Invesco Preferred ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+15
Holders Change %
+9.04%
% of All Funds
4.83%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
25
Increased
80
Reduced
46
Closed
6
Calls
Puts
$186K
Net Calls
-$186K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Shares
Change %
FNBTCON
26
First National Bank & Trust Co of Newtown
Pennsylvania
$8.75M +$421K +28,265 +5%
BMM
27
Buffington Mohr McNeal
Idaho
$8.63M +$358K +24,030 +4%
LPT
28
Legacy Private Trust
Wisconsin
$8.26M +$420K +28,193 +5%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$7.6M -$15.1M -1,011,900 -66%
HI
30
Horizon Investments
North Carolina
$7.35M +$1.47M +98,291 +25%
FAAS
31
First Allied Advisory Services
California
$6.47M +$3.74M +250,856 +137%
KIA
32
KCM Investment Advisors
California
$6.13M +$484K +32,456 +9%
MFS
33
MSI Financial Services
Massachusetts
$5.93M +$2.03M +135,877 +52%
CAN
34
Cetera Advisor Networks
California
$5.9M +$5.35M +359,152 +985%
NFG
35
Noven Financial Group
Colorado
$5.58M -$278K -18,631 -5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.32M +$1.26M +84,479 +31%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$5.14M +$1.59M +106,470 +45%
CCM
38
Covington Capital Management
California
$4.41M +$281K +18,838 +7%
CCM
39
Compton Capital Management
Rhode Island
$4.3M -$7.46K -500 -0.2%
PAG
40
Private Advisor Group
New Jersey
$4.16M +$2.44M +163,876 +142%
AIG
41
American International Group
New York
$4.1M +$3.25M +217,971 +383%
CT
42
Coastline Trust
Rhode Island
$3.85M +$413K +27,700 +12%
VFA
43
Voya Financial Advisors
Connecticut
$3.78M +$3.78M +253,693 New
FMB
44
Field & Main Bank
Kentucky
$3.71M +$361K +24,200 +11%
ISB
45
Iowa State Bank
Iowa
$3.65M -$50.5K -3,390 -1%
OC
46
Oppenheimer & Co
New York
$3.36M +$287K +19,245 +9%
CIBC World Market
47
CIBC World Market
Ontario, Canada
$3.22M +$272K +18,248 +9%
MFS
48
Madrona Financial Services
Washington
$2.99M +$2.99M +200,346 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$2.97M +$226K +15,151 +8%
FWM
50
Frontier Wealth Management
Missouri
$2.83M +$1.11M +74,648 +65%