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Invesco Preferred ETF

143 hedge funds and large institutions have $769M invested in Invesco Preferred ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
21
Increased
45
Reduced
58
Closed
13
Calls
$973K
Puts
$396K
Net Calls
+$577K
Net Calls Change
-$346K
Name Holding Trade Value Shares
Change
Shares
Change %
CP
76
Camelot Portfolios
Ohio
$523K +$229K +16,079 +78%
GAM
77
Gould Asset Management
California
$513K -$2.28K -160 -0.4%
CFA
78
Carroll Financial Associates
North Carolina
$503K +$439K +30,756 +683%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$500K +$500K +35,000 New
BRWA
80
B. Riley Wealth Advisors
Florida
$480K -$58.1K -4,072 -11%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$474K +$58.5K +4,097 +14%
CWM
82
Concert Wealth Management
California
$462K +$46.2K +3,285 +11%
ICOA
83
Investment Centers of America
North Dakota
$462K +$137K +10,028 +42%
WPC
84
White Pine Capital
Minnesota
$455K +$101K +7,100 +29%
LWI
85
Long Wharf Investors
Massachusetts
$423K +$423K +29,676 New
KeyBank National Association
86
KeyBank National Association
Ohio
$410K -$53.1K -3,725 -11%
OA
87
Oxbow Advisors
Texas
$381K -$115K -8,100 -23%
Northern Trust
88
Northern Trust
Illinois
$357K -$28.6K -2,000 -7%
NA
89
Navellier & Associates
Nevada
$330K -$495K -34,665 -60%
NPC
90
National Planning Corporation
California
$327K -$6.76K -474 -2%
PI
91
Placemark Investments
Illinois
$313K -$213K -15,021 -41%
PO
92
Private Ocean
California
$293K -$30.9K -2,168 -10%
NDSI
93
Newman Dignan & Sheerar Inc
Rhode Island
$288K +$10.1K +711 +4%
PP
94
Palladium Partners
Virginia
$271K -$407K -28,500 -60%
CAN
95
Cetera Advisor Networks
California
$271K -$105K -7,333 -28%
VC
96
Vicus Capital
Pennsylvania
$270K +$270K +18,958 New
WS
97
Wedbush Securities
California
$269K -$18K -1,260 -6%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$269K
RIM
99
Regent Investment Management
Kentucky
$262K +$42.7K +3,000 +19%
KWMG
100
King Wealth Management Group
Florida
$255K +$255K +17,900 New