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Invesco Preferred ETF

148 hedge funds and large institutions have $799M invested in Invesco Preferred ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
17
Increased
61
Reduced
43
Closed
12
Calls
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$807K
Name Holding Trade Value Shares
Change
Shares
Change %
ICOA
101
Investment Centers of America
North Dakota
$317K -$176K -12,071 -36%
CPO
102
Cerity Partners OCIO
New York
$304K +$104K +7,163 +52%
PO
103
Private Ocean
California
$300K
WS
104
Wedbush Securities
California
$277K +$586 +40 +0.2%
NA
105
Navellier & Associates
Nevada
$265K -$73K -4,995 -22%
KWMG
106
King Wealth Management Group
Florida
$261K
GG
107
Gofen & Glossberg
Illinois
$240K
HighTower Advisors
108
HighTower Advisors
Illinois
$231K -$1.8M -122,725 -89%
ASN
109
Advisory Services Network
Georgia
$225K +$9.59K +657 +4%
BC
110
Burney Company
Virginia
$205K +$4.1K +281 +2%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$205K +$47.1K +3,223 +30%
CK
112
Carnick & Kubik
Colorado
$204K -$8.79K -600 -4%
GCA
113
Greenwood Capital Associates
South Carolina
$204K +$204K +13,946 New
IH
114
IFC Holdings
Florida
$199K +$103 +7 +0.1%
NCM
115
Nelson Capital Management
California
$198K
FIM
116
Freedom Investment Management
Connecticut
$187K +$187K +12,773 New
CFN
117
Cordasco Financial Network
Florida
$178K +$178K +12,200 New
EMA
118
Efficient Market Advisors
California
$177K +$49.9K +3,412 +39%
NPIT
119
National Penn Investors Trust
Pennsylvania
$146K
BRWA
120
B. Riley Wealth Advisors
Florida
$121K -$372K -25,410 -75%
WT
121
Whittier Trust
California
$104K
ST
122
Smithfield Trust
Pennsylvania
$76K +$76K +5,190 New
AC
123
Alexandria Capital
Virginia
$75K
MA
124
MCF Advisors
Kentucky
$70K +$70K +4,887 New
NFG
125
Next Financial Group
Texas
$68K +$68K +4,700 New