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Invesco Preferred ETF

320 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.34%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.3%
New
43
Increased
101
Reduced
125
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$3.64M +$807K +55,285 +28%
CT
52
Coastline Trust
Rhode Island
$3.61M -$637K -43,650 -15%
CCA
53
Clearwater Capital Advisors
Illinois
$3.55M -$345K -23,617 -9%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$3.5M +$33.7K +2,311 +1%
ML
55
McAdam LLC
Pennsylvania
$3.48M +$422K +28,915 +14%
Jane Street
56
Jane Street
New York
$3.44M +$3.44M +235,335 New
Stifel Financial
57
Stifel Financial
Missouri
$3.31M -$1.31M -90,055 -28%
SC
58
Scotia Capital
Ontario, Canada
$3.09M -$1.1M -75,460 -26%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$3.07M -$1.41M -96,596 -31%
PAG
60
Private Advisor Group
New Jersey
$2.96M -$1.52M -104,262 -34%
FWM
61
Frontier Wealth Management
Missouri
$2.83M +$733K +50,246 +35%
CA
62
Crewe Advisors
Utah
$2.62M -$135K -9,280 -5%
ACA
63
Atlas Capital Advisors
Wyoming
$2.58M +$2.58M +176,616 New
AAP
64
Arax Advisory Partners
Colorado
$2.58M -$11.1M -757,255 -81%
RJA
65
Raymond James & Associates
Florida
$2.55M -$1.12M -76,605 -31%
PA
66
Perennial Advisors
New York
$2.51M -$287K -19,681 -10%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.5M +$128K +8,760 +5%
SCA
68
Stokes Capital Advisors
South Carolina
$2.5M +$201K +13,785 +9%
ACG
69
Allen Capital Group
Nebraska
$2.48M +$398K +27,284 +19%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$2.46M +$2.46M +168,254 New
IWA
71
IBEX Wealth Advisors
New Jersey
$2.41M +$2.41M +165,162 New
DCM
72
Dearborn Capital Management
Illinois
$2.34M +$28.2K +1,933 +1%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.33M +$27.7K +1,900 +1%
TFA
74
Toth Financial Advisory
Virginia
$2.29M -$83.6K -5,723 -4%
MWA
75
MFA Wealth Advisors
Pennsylvania
$2.25M +$170K +11,794 +8%