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Invesco Preferred ETF

196 hedge funds and large institutions have $1.44B invested in Invesco Preferred ETF in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 39 reducing their positions, and 24 closing their positions.

Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
5.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
39
Increased
83
Reduced
39
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPL
26
Smart Portfolios LLC
Washington
$8.05M +$411K +27,488 +5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$7.72M +$413K +27,639 +6%
WCM
28
Weatherstone Capital Management
Colorado
$7.56M -$762K -50,996 -9%
KIA
29
KCM Investment Advisors
California
$6.97M +$139K +9,287 +2%
FAAS
30
First Allied Advisory Services
California
$6.96M +$1.79M +119,955 +35%
MFS
31
MSI Financial Services
Massachusetts
$6.87M +$3.4M +227,123 +98%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$6.79M +$1.09M +72,807 +19%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$6.69M +$2.75M +183,950 +70%
NFG
34
Noven Financial Group
Colorado
$6.51M +$1.31M +87,892 +25%
SWM
35
Strategic Wealth Management
Washington
$6.35M
NPC
36
National Planning Corporation
California
$6.16M +$5.12M +348,419 +495%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$6.05M +$5.8M +388,133 +2,327%
PAG
38
Private Advisor Group
New Jersey
$5.99M +$88.4K +5,915 +1%
ECM
39
ETrade Capital Management
Virginia
$5.82M +$5.82M +389,053 New
CFP
40
Cornerstone Financial Partners
North Carolina
$5.81M +$5.81M +388,758 New
CCM
41
Covington Capital Management
California
$5.46M +$190K +12,680 +4%
CIBC World Market
42
CIBC World Market
Ontario, Canada
$5.11M +$11.3K +754 +0.2%
UCFA
43
United Capital Financial Advisors
Texas
$4.76M +$1.96M +131,111 +70%
CCM
44
Compton Capital Management
Rhode Island
$4.76M
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$4.61M +$354K +23,689 +8%
CT
46
Coastline Trust
Rhode Island
$4.1M +$493K +32,980 +14%
MCM
47
MV Capital Management
Maryland
$3.68M +$3.68M +246,105 New
ISB
48
Iowa State Bank
Iowa
$3.58M +$374 +25 +0%
MFS
49
Madrona Financial Services
Washington
$3.37M +$166K +11,132 +5%
FWM
50
Frontier Wealth Management
Missouri
$3.24M -$41.5K -2,773 -1%