PGX icon

Invesco Preferred ETF

181 hedge funds and large institutions have $1.19B invested in Invesco Preferred ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+15
Holders Change %
+9.04%
% of All Funds
4.83%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
25
Increased
80
Reduced
46
Closed
6
Calls
Puts
$186K
Net Calls
-$186K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
101
Citigroup
New York
$533K +$9.07K +608 +2%
TCM
102
Traynor Capital Management
Pennsylvania
$532K -$83.9K -5,628 -14%
CG
103
Colony Group
Massachusetts
$532K +$158K +10,616 +42%
NPC
104
National Planning Corporation
California
$524K -$392K -26,588 -43%
HSA
105
HBK Sorce Advisory
Pennsylvania
$519K +$33.9K +2,271 +7%
CP
106
Camelot Portfolios
Ohio
$511K -$129K -8,682 -20%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$498K +$305K +20,505 +158%
DP
108
Dearborn Partners
Illinois
$488K -$1.49K -100 -0.3%
BW
109
Bison Wealth
Georgia
$460K +$460K +30,849 New
CFA
110
Carroll Financial Associates
North Carolina
$456K +$267K +17,900 +141%
ICOA
111
Investment Centers of America
North Dakota
$445K +$65.5K +4,387 +17%
FIM
112
Freedom Investment Management
Connecticut
$426K -$110K -7,410 -21%
SI
113
SII Investments
Wisconsin
$394K +$394K +26,566 New
OA
114
Oxbow Advisors
Texas
$386K -$12.4K -830 -3%
PMG
115
ProVise Management Group
Florida
$370K +$370K +24,826 New
KeyBank National Association
116
KeyBank National Association
Ohio
$367K -$11.7K -784 -3%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$359K -$173K -11,600 -32%
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$357K -$65.9K -4,413 -16%
IWM
119
Integrated Wealth Management
California
$349K +$349K +23,430 New
NDSI
120
Newman Dignan & Sheerar Inc
Rhode Island
$327K +$15.6K +1,048 +5%
PO
121
Private Ocean
California
$306K
HighTower Advisors
122
HighTower Advisors
Illinois
$306K +$19K +1,276 +7%
SAG
123
Sterne Agee Group
Alabama
$303K +$303K +20,363 New
BFEC
124
Benjamin F. Edwards & Company
Missouri
$293K -$31.4K -2,105 -10%
WS
125
Wedbush Securities
California
$279K -$894 -60 -0.3%