PGX icon

Invesco Preferred ETF

153 hedge funds and large institutions have $870M invested in Invesco Preferred ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
4.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
16
Increased
67
Reduced
42
Closed
10
Calls
Puts
$474K
Net Calls
-$474K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Shares
Change %
PSI
76
Pinnacle Summer Investments
Virginia
$628K +$137K +9,488 +28%
Chevy Chase Trust
77
Chevy Chase Trust
Maryland
$614K -$181K -12,476 -23%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$609K +$117K +8,101 +24%
Citigroup
79
Citigroup
New York
$588K -$13.9K -961 -2%
Jane Street
80
Jane Street
New York
$588K +$588K +40,665 New
PA
81
Pinnacle Associates
New York
$584K -$88.7K -6,139 -13%
WPC
82
White Pine Capital
Minnesota
$580K +$27.5K +1,900 +5%
DADC
83
D.A. Davidson & Co
Montana
$579K +$18.3K +1,265 +3%
NES
84
New England Securities
New York
$570K -$30.1K -2,084 -5%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$543K +$8.53K +589 +2%
GAM
86
Gould Asset Management
California
$523K -$5.35K -370 -1%
DP
87
Dearborn Partners
Illinois
$518K -$13.7K -950 -3%
Northern Trust
88
Northern Trust
Illinois
$506K +$145K +10,000 +40%
OIA
89
Optimum Investment Advisors
Illinois
$489K +$2.01K +137 +0.4%
FIM
90
Freedom Investment Management
Connecticut
$470K +$285K +19,752 +155%
HSA
91
HBK Sorce Advisory
Pennsylvania
$456K -$51.3K -3,549 -10%
CWM
92
Concert Wealth Management
California
$455K +$4.86K +340 +1%
CFA
93
Carroll Financial Associates
North Carolina
$426K -$99.8K -6,800 -19%
NFG
94
Next Financial Group
Texas
$423K +$355K +24,564 +523%
CNB
95
City National Bank
California
$419K +$6.13K +424 +1%
GCA
96
Greenwood Capital Associates
South Carolina
$415K +$213K +14,735 +106%
NPC
97
National Planning Corporation
California
$412K +$55.9K +3,873 +16%
CG
98
Colony Group
Massachusetts
$409K +$409K +28,306 New
OA
99
Oxbow Advisors
Texas
$387K
KeyBank National Association
100
KeyBank National Association
Ohio
$367K -$6.13K -424 -2%