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Invesco Preferred ETF

320 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.34%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.3%
New
43
Increased
101
Reduced
125
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
26
Covington Capital Management
California
$8.48M +$214K +14,650 +3%
NFG
27
Noven Financial Group
Colorado
$8.34M +$451K +30,865 +6%
AG
28
Advisor Group
Arizona
$7.74M -$5.92M -405,649 -43%
BTS
29
BB&T Securities
Virginia
$7.1M -$7.47M -511,972 -51%
SFA
30
Sequoia Financial Advisors
Ohio
$6.93M +$1.32M +90,357 +23%
GC
31
Guggenheim Capital
Illinois
$6.55M -$877K -60,068 -12%
AP
32
Advisors Preferred
Maryland
$5.8M +$2.96M +203,061 +105%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$5.73M -$1.72M -118,815 -23%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$5.6M +$180K +12,349 +3%
AA
35
Apriem Advisors
California
$5.58M +$183K +12,558 +3%
FWM
36
FFT Wealth Management
Pennsylvania
$5.42M -$354K -24,263 -6%
SBWM
37
Sunflower Bank Wealth Management
Arizona
$5.36M -$68.5K -4,695 -1%
PI
38
PineBridge Investments
New York
$5.32M +$5.15M +352,656 +2,939%
MCM
39
MV Capital Management
Maryland
$4.92M -$93.3K -6,389 -2%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$4.89M -$6.87M -470,386 -58%
CCM
41
Compton Capital Management
Rhode Island
$4.83M -$43.8K -3,000 -0.9%
ISB
42
Iowa State Bank
Iowa
$4.76M -$145K -9,936 -3%
CWM
43
CMH Wealth Management
New Hampshire
$4.66M +$69.4K +4,755 +2%
Prudential Financial
44
Prudential Financial
New Jersey
$4.49M +$99.3K +6,800 +2%
VFA
45
Voya Financial Advisors
Connecticut
$4.41M -$739K -50,818 -14%
SP
46
SWS Partners
Ohio
$4.17M -$60.1K -4,113 -1%
ACM
47
AlphaStar Capital Management
North Carolina
$4.16M +$172K +11,779 +4%
BWM
48
Biltmore Wealth Management
Arizona
$4.09M -$1.47M -100,365 -26%
NDSI
49
Newman Dignan & Sheerar Inc
Rhode Island
$4.08M -$310K -21,431 -7%
TF
50
Tompkins Financial
New York
$3.68M -$90.1K -6,172 -2%