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Invesco Preferred ETF

184 hedge funds and large institutions have $1.16B invested in Invesco Preferred ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 21 closing their positions.

Holders
184
Holders Change
+5
Holders Change %
+2.79%
% of All Funds
5.14%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
29
Increased
68
Reduced
51
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$692K +$248 +17 +0%
FIM
77
Freedom Investment Management
Connecticut
$691K -$698K -13,186 -50%
DADC
78
D.A. Davidson & Co
Montana
$663K -$3.12K -214 -0.5%
FNBT
79
FineMark National Bank & Trust
Florida
$654K +$654K +44,870 New
SPC
80
Sigma Planning Corp
Michigan
$650K +$111K +7,615 +21%
SSWM
81
Sheets Smith Wealth Management
North Carolina
$631K
GAM
82
Gould Asset Management
California
$619K +$20K +1,370 +3%
WPC
83
White Pine Capital
Minnesota
$596K
Goldman Sachs
84
Goldman Sachs
New York
$590K -$277K -18,958 -32%
PA
85
Pinnacle Associates
New York
$567K +$11.8K +806 +2%
HSA
86
HBK Sorce Advisory
Pennsylvania
$565K +$27.5K +1,887 +5%
GWM
87
Gupta Wealth Management
California
$548K -$3.65K -250 -0.7%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$538K
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$526K -$114K -7,780 -18%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$487K +$17.7K +1,215 +4%
CWM
91
Concert Wealth Management
California
$485K +$1.73K +117 +0.4%
DP
92
Dearborn Partners
Illinois
$464K -$4.37K -300 -0.9%
BTS
93
BB&T Securities
Virginia
$434K +$221K +15,148 +103%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$420K +$70.9K +4,859 +20%
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$394K +$109K +7,450 +38%
CG
96
Colony Group
Massachusetts
$380K +$18.8K +1,290 +5%
OA
97
Oxbow Advisors
Texas
$378K
IWM
98
Integrated Wealth Management
California
$366K +$24.6K +1,683 +7%
KeyBank National Association
99
KeyBank National Association
Ohio
$365K -$5.58K -383 -2%
NDSI
100
Newman Dignan & Sheerar Inc
Rhode Island
$362K +$42.2K +2,900 +13%