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Invesco Preferred ETF

196 hedge funds and large institutions have $1.44B invested in Invesco Preferred ETF in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
5.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
39
Increased
83
Reduced
39
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
76
Optimum Investment Advisors
Illinois
$845K +$49.3K +3,297 +6%
MAS
77
Madden Advisory Services
Florida
$837K
SWP
78
Stratos Wealth Partners
Ohio
$825K -$28K -1,876 -3%
SAM
79
SignalPoint Asset Management
Missouri
$790K -$16.9K -1,127 -2%
BTS
80
BB&T Securities
Virginia
$790K +$345K +23,086 +77%
GAM
81
Gould Asset Management
California
$781K +$147K +9,805 +23%
AP
82
Advisors Preferred
Maryland
$768K +$751K +50,237 +4,466%
CAN
83
Cetera Advisor Networks
California
$767K +$11K +736 +1%
CA
84
Cetera Advisors
Colorado
$765K +$36.5K +2,462 +5%
DADC
85
D.A. Davidson & Co
Montana
$762K +$82.8K +5,543 +12%
SPC
86
Sigma Planning Corp
Michigan
$725K +$58.4K +3,911 +9%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$718K +$8.58K +574 +1%
IA
88
IFP Advisors
Florida
$704K +$704K +47,069 New
SLA
89
Silver Lake Advisory
Utah
$695K +$695K +46,466 New
PSI
90
Pinnacle Summer Investments
Virginia
$686K -$88.1K -5,899 -11%
FNBT
91
FineMark National Bank & Trust
Florida
$671K
SSWM
92
Sheets Smith Wealth Management
North Carolina
$657K +$9.86K +660 +2%
PMG
93
ProVise Management Group
Florida
$644K +$644K +43,104 New
BRWA
94
B. Riley Wealth Advisors
Florida
$619K +$619K +41,358 New
Goldman Sachs
95
Goldman Sachs
New York
$617K +$12.1K +812 +2%
PA
96
Pinnacle Associates
New York
$616K +$34.6K +2,312 +6%
WPC
97
White Pine Capital
Minnesota
$611K
HSA
98
HBK Sorce Advisory
Pennsylvania
$592K +$12.7K +852 +2%
CWM
99
Concert Wealth Management
California
$591K +$100K +6,734 +20%
NDSI
100
Newman Dignan & Sheerar Inc
Rhode Island
$584K +$213K +14,236 +57%