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Invesco Preferred ETF

143 hedge funds and large institutions have $769M invested in Invesco Preferred ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
21
Increased
45
Reduced
58
Closed
13
Calls
$973K
Puts
$396K
Net Calls
+$577K
Net Calls Change
-$346K
Name Holding Trade Value Shares
Change
Shares
Change %
GG
101
Gofen & Glossberg
Illinois
$231K
PSI
102
Pinnacle Summer Investments
Virginia
$217K +$151K +10,486 +229%
ASN
103
Advisory Services Network
Georgia
$210K +$5.88K +413 +3%
CK
104
Carnick & Kubik
Colorado
$207K -$17.1K -1,200 -8%
BC
105
Burney Company
Virginia
$196K -$7.27K -510 -4%
CPO
106
Cerity Partners OCIO
New York
$195K -$288K -20,213 -60%
IH
107
IFC Holdings
Florida
$193K -$9.93K -693 -5%
CNB
108
City National Bank
California
$193K
NCM
109
Nelson Capital Management
California
$193K
FT
110
Fiduciary Trust
Massachusetts
$160K -$11.6K -809 -7%
FF
111
Friedenthal Financial
New Jersey
$160K +$160K +11,250 New
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$154K -$1.19M -83,729 -89%
NPIT
113
National Penn Investors Trust
Pennsylvania
$143K
EMA
114
Efficient Market Advisors
California
$124K +$30K +2,104 +32%
WT
115
Whittier Trust
California
$102K -$78.9K -5,519 -44%
AC
116
Alexandria Capital
Virginia
$73K -$26.9K -1,900 -27%
Barclays
117
Barclays
United Kingdom
$70K +$9.28K +665 +15%
BJ
118
Brouwer & Janachowski
California
$63K +$63K +4,400 New
KT
119
Kanaly Trust
Texas
$52K
NEAM
120
New England Asset Management
Connecticut
$52K +$52K +3,650 New
SA
121
SRH Advisors
Kansas
$50K
KPCM
122
Kings Point Capital Management
New York
$43K
EWM
123
Evercore Wealth Management
New York
$43K
AA
124
Apriem Advisors
California
$41K +$510 +36 +1%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$29K -$5.87K -408 -17%