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Invesco Preferred ETF

320 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.34%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.3%
New
43
Increased
101
Reduced
125
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IP
76
Intellectus Partners
California
$2.21M +$230K +15,755 +12%
AI
77
Atria Investments
North Carolina
$2.14M +$280K +19,151 +15%
HSA
78
HBK Sorce Advisory
Pennsylvania
$2.1M +$75.9K +5,196 +4%
CFB
79
Cullen/Frost Bankers
Texas
$2.09M +$45.6K +3,123 +2%
Renaissance Technologies
80
Renaissance Technologies
New York
$2.06M -$391K -26,800 -16%
GWCM
81
Godshalk Welsh Capital Management
Pennsylvania
$2M
SWP
82
Stratos Wealth Partners
Ohio
$1.93M -$806K -55,196 -29%
TWM
83
Torch Wealth Management
Ohio
$1.88M -$27.8K -1,907 -1%
SLA
84
Silver Lake Advisory
Utah
$1.87M +$137K +9,414 +8%
KFC
85
Klingenstein Fields & Co
New York
$1.83M -$102K -7,000 -5%
LWS
86
Lucia Wealth Services
California
$1.79M +$1.6M +109,512 +824%
Millennium Management
87
Millennium Management
New York
$1.74M +$1.06M +72,546 +157%
LC
88
Landaas & Company
Wisconsin
$1.66M +$12.2K +837 +0.7%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$1.6M -$154K -10,543 -9%
PCM
90
Peak Capital Management
Colorado
$1.6M -$123K -8,397 -7%
OIA
91
Optimum Investment Advisors
Illinois
$1.57M +$599 +41 +0%
NEAM
92
New England Asset Management
Connecticut
$1.54M +$131K +9,000 +9%
LP
93
LGL Partners
Pennsylvania
$1.52M -$27K -1,847 -2%
William Blair & Company
94
William Blair & Company
Illinois
$1.48M -$200K -13,680 -12%
MA
95
Mutual Advisors
Nebraska
$1.46M +$75.7K +5,184 +5%
APA
96
American Portfolios Advisors
New York
$1.42M +$168K +11,511 +13%
LFAS
97
Level Four Advisory Services
Texas
$1.4M -$223K -15,280 -14%
AW
98
ACG Wealth
Georgia
$1.39M +$64.8K +4,441 +5%
SHA
99
Seneca House Advisors
Virginia
$1.3M -$376K -25,735 -22%
BCI
100
Brinker Capital Investments
Pennsylvania
$1.3M