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Invesco Preferred ETF

166 hedge funds and large institutions have $886M invested in Invesco Preferred ETF in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
4.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
28
Increased
60
Reduced
48
Closed
14
Calls
Puts
$437K
Net Calls
-$437K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$453K -$597K -40,565 -57%
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$417K +$417K +28,337 New
OA
103
Oxbow Advisors
Texas
$393K
SPC
104
Sigma Planning Corp
Michigan
$392K +$392K +26,700 New
KeyBank National Association
105
KeyBank National Association
Ohio
$373K
ICOA
106
Investment Centers of America
North Dakota
$372K +$22.4K +1,529 +6%
CG
107
Colony Group
Massachusetts
$368K -$48.1K -3,270 -12%
FA
108
FDx Advisors
Illinois
$362K +$53.3K +3,629 +17%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$319K
RIM
110
Regent Investment Management
Kentucky
$315K +$19.8K +1,350 +7%
KWMG
111
King Wealth Management Group
Florida
$304K +$41.1K +2,800 +16%
PO
112
Private Ocean
California
$302K
AIM
113
Advantage Investment Management
Iowa
$285K +$285K +19,392 New
HighTower Advisors
114
HighTower Advisors
Illinois
$283K +$52.2K +3,549 +23%
WS
115
Wedbush Securities
California
$276K -$2.37K -161 -0.8%
NA
116
Navellier & Associates
Nevada
$271K -$1.12K -76 -0.4%
NFG
117
Next Financial Group
Texas
$269K -$161K -10,950 -37%
CPO
118
Cerity Partners OCIO
New York
$232K -$8.1K -550 -3%
BC
119
Burney Company
Virginia
$226K +$6.46K +440 +3%
NCM
120
Nelson Capital Management
California
$198K
IF
121
Ironwood Financial
Arizona
$196K +$196K +13,355 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$190K +$115K +7,853 +154%
CFA
123
Carroll Financial Associates
North Carolina
$188K -$242K -16,350 -56%
M&T Bank
124
M&T Bank
New York
$187K +$23.2K +1,583 +14%
CFN
125
Cordasco Financial Network
Florida
$179K