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Invesco Preferred ETF

242 hedge funds and large institutions have $1.73B invested in Invesco Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
242
Holders Change
+10
Holders Change %
+4.31%
% of All Funds
6.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
35
Increased
88
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$7.59M 509,120 +7,250 +1%
CCM
27
Covington Capital Management
California
$7.44M 501,799 +23,075 +5%
GC
28
Guggenheim Capital
Illinois
$7.36M 496,587 -54,533 -10%
FWM
29
Frontier Wealth Management
Missouri
$7.18M 484,405 +237,595 +96%
SAMC
30
Spectrum Asset Management (California)
California
$6.6M 445,270 -2,615 -0.6%
BWM
31
Biltmore Wealth Management
Arizona
$6.09M 410,700 +410,700 New
FWM
32
FFT Wealth Management
Pennsylvania
$5.7M 384,645 +33,114 +9%
Asset Management One
33
Asset Management One
Japan
$5.61M 378,400 +161,200 +74%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$5.38M 363,601 -43,351 -11%
AG
35
Advisor Group
Arizona
$5M 337,574 -8,442 -2%
CCM
36
Compton Capital Management
Rhode Island
$4.93M 332,550 -28,100 -8%
AG
37
Appleton Group
Wisconsin
$4.66M 314,508 +314,508 New
BWM
38
BerganKDV Wealth Management
Minnesota
$4.65M 313,522 +34,256 +12%
CWM
39
CMH Wealth Management
New Hampshire
$4.58M 305,863 +305,863 New
CT
40
Coastline Trust
Rhode Island
$4.48M 302,090 +9,875 +3%
MCM
41
MV Capital Management
Maryland
$4.46M 300,994 -52,254 -15%
AIA
42
Allegis Investment Advisors
Idaho
$4.45M 300,370 +100,427 +50%
VFA
43
Voya Financial Advisors
Connecticut
$4.24M 286,609 +5,529 +2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$4.14M 279,487 +6,912 +3%
ISB
45
Iowa State Bank
Iowa
$3.98M 268,389 -9,685 -3%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$3.85M 259,903 -44,547 -15%
CCA
47
Clearwater Capital Advisors
Illinois
$3.75M 251,167 +17,119 +7%
TF
48
Tompkins Financial
New York
$3.67M 247,790 +49,444 +25%
Stifel Financial
49
Stifel Financial
Missouri
$3.21M 217,246 -675 -0.3%
AFS
50
Access Financial Services
Minnesota
$3.14M 211,516 +211,516 New