PGX icon

Invesco Preferred ETF

344 hedge funds and large institutions have $1.91B invested in Invesco Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 78 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
7.68%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
74
Increased
78
Reduced
142
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
76
HBK Sorce Advisory
Pennsylvania
$1.78M +$1.78M +132,360 New
TPA
77
Trivium Point Advisory
Connecticut
$1.73M +$1.73M +128,070 New
Baird Financial Group
78
Baird Financial Group
Wisconsin
$1.64M -$1.46M -108,209 -47%
TWM
79
Torch Wealth Management
Ohio
$1.63M -$84.3K -6,256 -5%
GWCM
80
Godshalk Welsh Capital Management
Pennsylvania
$1.59M
Goldman Sachs
81
Goldman Sachs
New York
$1.56M -$13.7M -1,016,389 -90%
NEAM
82
New England Asset Management
Connecticut
$1.53M
SWP
83
Stratos Wealth Partners
Ohio
$1.53M -$709K -52,658 -32%
TSS
84
Two Sigma Securities
New York
$1.49M +$492K +36,549 +49%
SDAM
85
Shulman DeMeo Asset Management
New York
$1.45M +$1.45M +107,540 New
LC
86
Landaas & Company
Wisconsin
$1.44M -$92.7K -6,882 -6%
Creative Planning
87
Creative Planning
Kansas
$1.41M -$22.2M -1,649,805 -94%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$1.36M -$59.3K -4,399 -4%
APA
89
American Portfolios Advisors
New York
$1.33M -$40.2K -2,981 -3%
UCFA
90
United Capital Financial Advisors
Texas
$1.33M -$512 -38 -0%
PCM
91
Peak Capital Management
Colorado
$1.29M -$15.6K -1,157 -1%
WA
92
Wambolt & Associates
Colorado
$1.28M +$1.28M +95,360 New
ONST
93
Old North State Trust
North Carolina
$1.28M +$16.3K +1,213 +1%
CT
94
Coastline Trust
Rhode Island
$1.25M -$1.82M -134,930 -59%
Jane Street
95
Jane Street
New York
$1.24M -$86.3K -6,406 -7%
OIA
96
Optimum Investment Advisors
Illinois
$1.22M -$177K -13,158 -13%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$1.2M -$221K -16,435 -16%
William Blair & Company
98
William Blair & Company
Illinois
$1.18M +$1.18M +87,874 New
CFB
99
Cullen/Frost Bankers
Texas
$1.18M -$384K -28,503 -25%
SCA
100
Stokes Capital Advisors
South Carolina
$1.17M -$240K -17,825 -17%