PGX icon

Invesco Preferred ETF

148 hedge funds and large institutions have $799M invested in Invesco Preferred ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
17
Increased
61
Reduced
43
Closed
12
Calls
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$807K
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$1.3M
FAAS
52
First Allied Advisory Services
California
$1.27M +$271K +18,502 +27%
VFS
53
VSR Financial Services
Kansas
$1.26M -$402K -27,446 -24%
NL
54
NWAM LLC
Washington
$1.25M -$31.9K -2,183 -2%
Stifel Financial
55
Stifel Financial
Missouri
$1.16M +$68.3K +4,665 +6%
B
56
Baird
Wisconsin
$1.15M +$34.6K +2,369 +3%
US Bancorp
57
US Bancorp
Minnesota
$1.04M -$29.7K -2,031 -3%
Goldman Sachs
58
Goldman Sachs
New York
$988K -$37.8K -2,580 -4%
TFA
59
Toth Financial Advisory
Virginia
$986K -$32.6K -2,226 -3%
RJA
60
Raymond James & Associates
Florida
$971K +$35.2K +2,408 +4%
FF
61
Friedenthal Financial
New Jersey
$933K +$768K +52,530 +467%
PSW
62
Portfolio Strategies (Washington)
Washington
$887K -$669K -45,728 -43%
SAM
63
SignalPoint Asset Management
Missouri
$885K +$1.46K +100 +0.2%
AIG
64
American International Group
New York
$825K +$127K +8,678 +18%
MAS
65
Madden Advisory Services
Florida
$820K -$658 -45 -0.1%
HIM
66
Hillsdale Investment Management
Ontario, Canada
$816K -$105K -7,200 -11%
PMG
67
ProVise Management Group
Florida
$810K +$810K +55,374 New
Chevy Chase Trust
68
Chevy Chase Trust
Maryland
$803K -$12.8K -874 -2%
Deutsche Bank
69
Deutsche Bank
Germany
$774K +$88.3K +6,036 +13%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$717K -$9.59K -656 -1%
PA
71
Pinnacle Associates
New York
$681K -$97.8K -6,681 -13%
SPL
72
Smart Portfolios LLC
Washington
$642K -$4.31M -301,992 -87%
FBT
73
Founders Bank & Trust
Michigan
$641K -$37.3K -2,552 -6%
Citigroup
74
Citigroup
New York
$609K +$556 +38 +0.1%
NES
75
New England Securities
New York
$607K -$284K -19,458 -32%