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Invesco Preferred ETF

129 hedge funds and large institutions have $821M invested in Invesco Preferred ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-9
Holders Change %
-6.52%
% of All Funds
4.18%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
13
Increased
45
Reduced
51
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
76
Concert Wealth Management
California
$458K +$10.9K +783 +2%
FT
77
Fiduciary Trust
Massachusetts
$457K -$685 -50 -0.1%
KeyBank National Association
78
KeyBank National Association
Ohio
$456K
LPT
79
Legacy Private Trust
Wisconsin
$403K -$152K -11,070 -27%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$401K -$1.38M -100,415 -77%
CPO
81
Cerity Partners OCIO
New York
$385K -$57.4K -4,200 -13%
SI
82
Stephens Inc
Arkansas
$382K -$13.5K -987 -3%
NA
83
Navellier & Associates
Nevada
$369K +$66.4K +4,846 +22%
BC
84
Burney Company
Virginia
$304K -$9.57K -700 -3%
WS
85
Wedbush Securities
California
$284K +$12.2K +891 +4%
BFEC
86
Benjamin F. Edwards & Company
Missouri
$275K
SNC
87
Stifel Nicolaus & Co
Missouri
$269K +$24.8K +1,808 +10%
PI
88
Placemark Investments
Illinois
$258K -$568K -41,589 -69%
NDSI
89
Newman Dignan & Sheerar Inc
Rhode Island
$257K -$154K -11,289 -38%
US Bancorp
90
US Bancorp
Minnesota
$251K +$12.7K +925 +5%
CP
91
Camelot Portfolios
Ohio
$247K -$478K -34,840 -66%
GG
92
Gofen & Glossberg
Illinois
$225K -$79.8K -5,825 -26%
Edgewood Management
93
Edgewood Management
Connecticut
$219K
IH
94
IFC Holdings
Florida
$208K +$68 +5 +0%
CFA
95
Carroll Financial Associates
North Carolina
$202K +$45K +3,300 +29%
WPC
96
White Pine Capital
Minnesota
$199K -$111K -8,100 -36%
NCM
97
Nelson Capital Management
California
$185K
CNB
98
City National Bank
California
$185K
Nomura Holdings
99
Nomura Holdings
Japan
$180K +$180K +13,126 New
VWM
100
Vector Wealth Management
Minnesota
$180K +$180K +13,176 New