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Invesco Preferred ETF

269 hedge funds and large institutions have $1.9B invested in Invesco Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.72%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
44
Increased
116
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
76
Torch Wealth Management
Ohio
$2.05M -$56.4K -3,733 -3%
KFC
77
Klingenstein Fields & Co
New York
$2.01M
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.9M +$207K +13,690 +12%
HSA
79
HBK Sorce Advisory
Pennsylvania
$1.89M +$97.7K +6,464 +5%
MFS
80
Madrona Financial Services
Washington
$1.83M +$64.5K +4,267 +4%
DCM
81
Dearborn Capital Management
Illinois
$1.81M +$1.81M +120,000 New
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$1.8M +$63.7K +4,207 +4%
SLA
83
Silver Lake Advisory
Utah
$1.68M +$16.2K +1,074 +1%
HighTower Advisors
84
HighTower Advisors
Illinois
$1.68M +$1.32M +87,275 +365%
LP
85
LGL Partners
Pennsylvania
$1.63M +$17K +1,125 +1%
GA
86
Geneva Advisors
Illinois
$1.63M -$141K -9,315 -8%
CA
87
Cetera Advisors
Colorado
$1.61M +$318K +20,985 +25%
OIA
88
Optimum Investment Advisors
Illinois
$1.59M +$70.9K +4,689 +5%
WS
89
Wela Strategies
Georgia
$1.54M +$44.5K +2,946 +3%
PWPCM
90
Perella Weinberg Partners Capital Management
New York
$1.51M
William Blair & Company
91
William Blair & Company
Illinois
$1.46M +$7.63K +505 +0.5%
SB
92
Suntrust Banks
Georgia
$1.42M -$184K -12,186 -11%
PCM
93
Peak Capital Management
Colorado
$1.4M +$1.4M +92,415 New
RJA
94
Raymond James & Associates
Florida
$1.38M -$55.5K -3,674 -4%
BCI
95
Brinker Capital Investments
Pennsylvania
$1.34M +$91 +6 +0%
SPC
96
Sigma Planning Corp
Michigan
$1.31M +$28.3K +1,876 +2%
CIM
97
Cetera Investment Management
California
$1.31M -$265K -17,539 -17%
UCFA
98
United Capital Financial Advisors
Texas
$1.26M +$113K +7,509 +10%
CCB
99
Cutter & Co Brokerage
Missouri
$1.14M -$55.9K -3,699 -5%
WMG
100
WESCAP Management Group
California
$1.07M -$752K -49,807 -41%