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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 %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$3.01M 202,999 +829 +0.4%
ML
52
McAdam LLC
Pennsylvania
$2.85M 192,035 -15,131 -7%
AWMG
53
Alliance Wealth Management Group
New Jersey
$2.61M 174,480 +174,480 New
PA
54
Perennial Advisors
New York
$2.35M 158,654 +66,631 +72%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$2.21M 149,222 +8,523 +6%
SWP
56
Stratos Wealth Partners
Ohio
$2.18M 147,134 +21,380 +17%
TFA
57
Toth Financial Advisory
Virginia
$2.11M 142,368 -18,856 -12%
GWCM
58
Godshalk Welsh Capital Management
Pennsylvania
$2.1M 141,450
TWM
59
Torch Wealth Management
Ohio
$2.06M 139,128 -732 -0.5%
KFC
60
Klingenstein Fields & Co
New York
$1.97M 133,130
ICOA
61
Investment Centers of America
North Dakota
$1.95M 131,539 -2,060 -2%
AI
62
Atria Investments
North Carolina
$1.95M 131,634 +10,888 +9%
WMG
63
WESCAP Management Group
California
$1.79M 120,779 +120,779 New
HSA
64
HBK Sorce Advisory
Pennsylvania
$1.75M 118,311 +3,124 +3%
GA
65
Geneva Advisors
Illinois
$1.73M 116,895 -390,113 -77%
MFS
66
Madrona Financial Services
Washington
$1.73M 116,819 -34,610 -23%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$1.69M 114,546 +86,828 +313%
CFB
68
Cullen/Frost Bankers
Texas
$1.67M 112,793 +47,579 +73%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.66M 111,998 +111,998 New
SLA
70
Silver Lake Advisory
Utah
$1.63M 110,161 +1,461 +1%
SB
71
Suntrust Banks
Georgia
$1.59M 106,152 +1,490 +1%
LP
72
LGL Partners
Pennsylvania
$1.58M 106,641 +284 +0.3%
CIM
73
Cetera Investment Management
California
$1.54M 103,854 -52,722 -34%
OIA
74
Optimum Investment Advisors
Illinois
$1.49M 100,582 +10,988 +12%
PWPCM
75
Perella Weinberg Partners Capital Management
New York
$1.49M 100,174