PGX icon

Invesco Preferred ETF

153 hedge funds and large institutions have $870M invested in Invesco Preferred ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
4.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
16
Increased
67
Reduced
42
Closed
10
Calls
Puts
$474K
Net Calls
-$474K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Shares
Change %
OC
51
Oppenheimer & Co
New York
$1.33M -$46.7K -3,231 -3%
WI
52
WBI Investments
New Jersey
$1.32M +$1.32M +91,120 New
BCI
53
Brinker Capital Investments
Pennsylvania
$1.28M
NL
54
NWAM LLC
Washington
$1.25M +$14.5K +1,005 +1%
AP
55
Advisors Preferred
Maryland
$1.18M +$1.18M +81,295 New
Stifel Financial
56
Stifel Financial
Missouri
$1.16M +$17.1K +1,181 +1%
B
57
Baird
Wisconsin
$1.14M +$3.9K +270 +0.3%
FF
58
Friedenthal Financial
New Jersey
$1.1M +$173K +11,941 +19%
LS
59
Lattice Strategies
Pennsylvania
$1.08M -$212K -14,655 -16%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.03M +$829K +57,342 +409%
FAAM
61
First Allied Asset Management
California
$996K +$996K +68,750 New
CAN
62
Cetera Advisor Networks
California
$983K +$390K +26,943 +66%
TFA
63
Toth Financial Advisory
Virginia
$956K -$18.6K -1,284 -2%
RJA
64
Raymond James & Associates
Florida
$924K -$35.5K -2,453 -4%
Deutsche Bank
65
Deutsche Bank
Germany
$914K +$149K +10,330 +20%
PSW
66
Portfolio Strategies (Washington)
Washington
$902K +$25.3K +1,746 +3%
Goldman Sachs
67
Goldman Sachs
New York
$876K -$100K -6,928 -10%
PMG
68
ProVise Management Group
Florida
$823K +$22.1K +1,528 +3%
SAM
69
SignalPoint Asset Management
Missouri
$811K -$63.1K -4,367 -7%
MAS
70
Madden Advisory Services
Florida
$810K
HIM
71
Hillsdale Investment Management
Ontario, Canada
$807K
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$716K +$7.11K +492 +1%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$639K +$133K +9,196 +26%
CP
74
Camelot Portfolios
Ohio
$638K +$69K +4,775 +12%
FBT
75
Founders Bank & Trust
Michigan
$634K