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Invesco Preferred ETF

148 hedge funds and large institutions have $799M invested in Invesco Preferred ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
17
Increased
61
Reduced
43
Closed
12
Calls
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$807K
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
76
Cetera Advisor Networks
California
$596K +$319K +21,883 +115%
CP
77
Camelot Portfolios
Ohio
$576K +$39.5K +2,698 +7%
DADC
78
D.A. Davidson & Co
Montana
$567K +$2.57K +176 +0.5%
WPC
79
White Pine Capital
Minnesota
$559K +$92.2K +6,300 +20%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$540K
DP
81
Dearborn Partners
Illinois
$538K -$22.7K -1,550 -4%
GAM
82
Gould Asset Management
California
$535K +$8.13K +555 +2%
VKH
83
Virtu KCG Holdings
New York
$525K +$525K +35,887 New
CFA
84
Carroll Financial Associates
North Carolina
$524K +$8.47K +579 +2%
HSA
85
HBK Sorce Advisory
Pennsylvania
$514K -$82.6K -5,638 -14%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$512K
RJFSA
87
Raymond James Financial Services Advisors
Florida
$498K +$11.9K +813 +2%
PSI
88
Pinnacle Summer Investments
Virginia
$495K +$275K +18,898 +125%
OIA
89
Optimum Investment Advisors
Illinois
$485K +$485K +33,132 New
LWI
90
Long Wharf Investors
Massachusetts
$454K +$20K +1,365 +5%
SLA
91
Silver Lake Advisory
Utah
$445K +$445K +30,631 New
CWM
92
Concert Wealth Management
California
$441K -$19.7K -1,403 -4%
CNB
93
City National Bank
California
$418K +$220K +15,063 +112%
OA
94
Oxbow Advisors
Texas
$391K
KeyBank National Association
95
KeyBank National Association
Ohio
$377K -$43.4K -2,972 -10%
Northern Trust
96
Northern Trust
Illinois
$366K
NPC
97
National Planning Corporation
California
$361K +$25.4K +1,737 +8%
RIM
98
Regent Investment Management
Kentucky
$323K +$54.1K +3,700 +20%
VC
99
Vicus Capital
Pennsylvania
$322K +$44.8K +3,063 +16%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$318K +$41.7K +2,850 +15%