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Invesco Preferred ETF

269 hedge funds and large institutions have $1.9B invested in Invesco Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.72%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
44
Increased
116
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ISB
51
Iowa State Bank
Iowa
$4.19M +$133K +8,800 +3%
AIM
52
Advantage Investment Management
Iowa
$4.19M +$4.17M +276,013 +27,601%
CCA
53
Clearwater Capital Advisors
Illinois
$3.81M +$4.13K +273 +0.1%
SFA
54
Sequoia Financial Advisors
Ohio
$3.78M +$3.46M +229,150 +1,098%
TF
55
Tompkins Financial
New York
$3.74M -$6.95K -460 -0.2%
GCA
56
Greenwood Capital Associates
South Carolina
$3.61M +$2.5M +165,250 +223%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$3.38M +$313K +20,712 +10%
Stifel Financial
58
Stifel Financial
Missouri
$3.27M -$25.8K -1,703 -0.8%
AFS
59
Access Financial Services
Minnesota
$3.2M +$5.98K +396 +0.2%
FA
60
FDx Advisors
Illinois
$3.19M +$1.7M +112,639 +114%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$3.06M +$2.84M +187,734 +1,246%
CS
62
Credit Suisse
Switzerland
$3.02M +$3.02M +200,000 New
ML
63
McAdam LLC
Pennsylvania
$3.01M +$112K +7,399 +4%
AWMG
64
Alliance Wealth Management Group
New Jersey
$2.89M +$246K +16,275 +9%
IWA
65
IBEX Wealth Advisors
New Jersey
$2.71M +$2.71M +178,993 New
AIS
66
Accurate Investment Solutions
Pennsylvania
$2.64M +$2.64M +174,581 New
SWP
67
Stratos Wealth Partners
Ohio
$2.61M +$388K +25,677 +17%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$2.23M -$20.7K -1,367 -0.9%
PA
69
Perennial Advisors
New York
$2.22M -$177K -11,700 -7%
AI
70
Atria Investments
North Carolina
$2.19M +$204K +13,473 +10%
TFA
71
Toth Financial Advisory
Virginia
$2.18M +$27.7K +1,830 +1%
Millennium Management
72
Millennium Management
New York
$2.16M +$1.27M +83,898 +141%
GWCM
73
Godshalk Welsh Capital Management
Pennsylvania
$2.12M -$22.7K -1,500 -1%
IA
74
IFP Advisors
Florida
$2.08M +$1.31M +86,568 +170%
CFB
75
Cullen/Frost Bankers
Texas
$2.06M +$357K +23,592 +21%