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Invesco Preferred ETF

153 hedge funds and large institutions have $870M invested in Invesco Preferred ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
4.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
16
Increased
67
Reduced
42
Closed
10
Calls
Puts
$474K
Net Calls
-$474K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Shares
Change %
ICOA
101
Investment Centers of America
North Dakota
$343K +$31.3K +2,182 +10%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$314K
CA
103
Cetera Advisors
Colorado
$314K +$314K +21,826 New
FA
104
FDx Advisors
Illinois
$304K +$304K +21,013 New
NDSI
105
Newman Dignan & Sheerar Inc
Rhode Island
$302K +$8.67K +600 +3%
PO
106
Private Ocean
California
$297K
PI
107
Placemark Investments
Illinois
$291K -$1.43M -98,828 -83%
RIM
108
Regent Investment Management
Kentucky
$291K -$29K -2,000 -9%
WS
109
Wedbush Securities
California
$274K +$579 +40 +0.2%
NA
110
Navellier & Associates
Nevada
$268K +$5.94K +411 +2%
KWMG
111
King Wealth Management Group
Florida
$258K
CPO
112
Cerity Partners OCIO
New York
$236K -$65.5K -4,525 -22%
VKH
113
Virtu KCG Holdings
New York
$230K -$289K -19,986 -56%
HighTower Advisors
114
HighTower Advisors
Illinois
$227K -$1.62K -112 -0.7%
ASN
115
Advisory Services Network
Georgia
$226K +$3.15K +218 +1%
BC
116
Burney Company
Virginia
$216K +$13.2K +910 +6%
NCM
117
Nelson Capital Management
California
$195K
IH
118
IFC Holdings
Florida
$179K -$15.7K -1,090 -8%
CFN
119
Cordasco Financial Network
Florida
$176K
M&T Bank
120
M&T Bank
New York
$162K +$162K +11,150 New
CK
121
Carnick & Kubik
Colorado
$160K -$41.6K -2,875 -21%
NPIT
122
National Penn Investors Trust
Pennsylvania
$145K
EMA
123
Efficient Market Advisors
California
$116K -$59.5K -4,105 -34%
WT
124
Whittier Trust
California
$103K
US Bancorp
125
US Bancorp
Minnesota
$91K -$943K -65,000 -91%