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Invesco Preferred ETF

181 hedge funds and large institutions have $1.19B invested in Invesco Preferred ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+15
Holders Change %
+9.04%
% of All Funds
4.83%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
25
Increased
80
Reduced
46
Closed
6
Calls
Puts
$186K
Net Calls
-$186K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Shares
Change %
PSI
76
Pinnacle Summer Investments
Virginia
$891K -$3.94K -264 -0.4%
Goldman Sachs
77
Goldman Sachs
New York
$875K -$212K -14,238 -20%
MAS
78
Madden Advisory Services
Florida
$835K
SAM
79
SignalPoint Asset Management
Missouri
$831K -$6.5K -436 -0.8%
HIM
80
Hillsdale Investment Management
Ontario, Canada
$763K -$1.35M -90,700 -64%
TFA
81
Transamerica Financial Advisors
Florida
$725K +$725K +48,612 New
SWP
82
Stratos Wealth Partners
Ohio
$710K +$99.9K +6,656 +16%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$707K -$12.7K -849 -2%
GCA
84
Greenwood Capital Associates
South Carolina
$707K +$98.8K +6,633 +16%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$671K -$8.75K -587 -1%
DADC
86
D.A. Davidson & Co
Montana
$649K
SSWM
87
Sheets Smith Wealth Management
North Carolina
$646K
ONB
88
Old National Bancorp
Indiana
$643K +$643K +43,079 New
RJFSA
89
Raymond James Financial Services Advisors
Florida
$630K +$37.3K +2,505 +6%
AIM
90
Advantage Investment Management
Iowa
$616K +$327K +21,908 +113%
WPC
91
White Pine Capital
Minnesota
$599K +$1.49K +100 +0.2%
SPL
92
Smart Portfolios LLC
Washington
$582K -$5.3K -357 -0.9%
SLA
93
Silver Lake Advisory
Utah
$569K +$569K +38,178 New
Northern Trust
94
Northern Trust
Illinois
$564K +$41.7K +2,791 +8%
GWM
95
Gupta Wealth Management
California
$564K +$564K +37,825 New
GAM
96
Gould Asset Management
California
$563K +$16.9K +1,135 +3%
ASN
97
Advisory Services Network
Georgia
$562K +$559K +37,607 +20,893%
OIA
98
Optimum Investment Advisors
Illinois
$559K +$61.4K +4,114 +12%
PA
99
Pinnacle Associates
New York
$551K -$27K -1,813 -5%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$550K