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Invesco Preferred ETF

143 hedge funds and large institutions have $769M invested in Invesco Preferred ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
21
Increased
45
Reduced
58
Closed
13
Calls
$973K
Puts
$396K
Net Calls
+$577K
Net Calls Change
-$346K
Name Holding Trade Value Shares
Change
Shares
Change %
B
51
Baird
Wisconsin
$1.09M -$118K -8,275 -10%
Stifel Financial
52
Stifel Financial
Missouri
$1.06M +$1.06M +74,404 New
US Bancorp
53
US Bancorp
Minnesota
$1.05M +$8.23K +577 +0.8%
Goldman Sachs
54
Goldman Sachs
New York
$1M -$941K -65,968 -48%
TFA
55
Toth Financial Advisory
Virginia
$993K -$257K -18,030 -21%
FAAS
56
First Allied Advisory Services
California
$977K +$666K +46,674 +214%
RJA
57
Raymond James & Associates
Florida
$912K -$42.6K -2,986 -4%
HIM
58
Hillsdale Investment Management
Ontario, Canada
$898K +$56.3K +3,950 +7%
NES
59
New England Securities
New York
$870K -$56.3K -3,944 -6%
SAM
60
SignalPoint Asset Management
Missouri
$861K +$27K +1,896 +3%
MAS
61
Madden Advisory Services
Florida
$800K +$536K +37,571 +203%
Chevy Chase Trust
62
Chevy Chase Trust
Maryland
$796K -$42.8K -3,000 -5%
PA
63
Pinnacle Associates
New York
$759K -$113K -7,937 -13%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$709K +$5.56K +390 +0.8%
AIG
65
American International Group
New York
$680K +$57.6K +4,039 +9%
Deutsche Bank
66
Deutsche Bank
Germany
$668K -$288K -20,195 -30%
CWM
67
Cabot Wealth Management
Massachusetts
$668K +$668K +46,830 New
FBT
68
Founders Bank & Trust
Michigan
$662K -$419K -29,327 -39%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$607K +$412K +28,911 +212%
PAG
70
Private Advisor Group
New Jersey
$603K -$16.5K -1,156 -3%
Citigroup
71
Citigroup
New York
$593K -$1.21M -84,984 -67%
HSA
72
HBK Sorce Advisory
Pennsylvania
$581K -$62.8K -4,405 -10%
DADC
73
D.A. Davidson & Co
Montana
$550K +$6.46K +454 +1%
DP
74
Dearborn Partners
Illinois
$547K -$14.3K -1,000 -3%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$526K