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Invesco Preferred ETF

203 hedge funds and large institutions have $1.64B invested in Invesco Preferred ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 34 reducing their positions, and 27 closing their positions.

Holders
203
Holders Change
+7
Holders Change %
+3.57%
% of All Funds
5.42%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
36
Increased
97
Reduced
34
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DLCIG
101
D.L. Carlson Investment Group
New Hampshire
$663K 44,450 +26,050 +142%
SSWM
102
Sheets Smith Wealth Management
North Carolina
$656K 43,960
PA
103
Pinnacle Associates
New York
$654K 43,843 +2,651 +6%
NA
104
Navellier & Associates
Nevada
$638K 42,739 +19,457 +84%
HSA
105
HBK Sorce Advisory
Pennsylvania
$631K 42,313 +2,742 +7%
WPC
106
White Pine Capital
Minnesota
$613K 41,100 +200 +0.5%
M&T Bank
107
M&T Bank
New York
$576K 38,626 +11,732 +44%
FIM
108
Freedom Investment Management
Connecticut
$558K 37,431 +6,256 +20%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$551K 36,892
UR
110
USCA RIA
Texas
$540K 36,200 +36,200 New
GWM
111
Gupta Wealth Management
California
$532K 35,690 -1,225 -3%
SB
112
Suntrust Banks
Georgia
$525K 35,276 +9,094 +35%
IWM
113
Integrated Wealth Management
California
$510K 34,160 +9,035 +36%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$496K 33,285 +1,319 +4%
BRWA
115
B. Riley Wealth Advisors
Florida
$470K 55,909 +14,551 +35%
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$460K 30,805 +7,307 +31%
IH
117
IFC Holdings
Florida
$436K 29,404 +11,369 +63%
QIM
118
Quest Investment Management
Oregon
$416K 27,905 +27,905 New
BRF
119
B. Riley Financial
California
$398K 26,673 -2,617 -9%
DP
120
Dearborn Partners
Illinois
$396K 26,550
OA
121
Oxbow Advisors
Texas
$386K 25,900
BFEC
122
Benjamin F. Edwards & Company
Missouri
$379K 25,409 +11,705 +85%
KeyBank National Association
123
KeyBank National Association
Ohio
$367K 24,585
SI
124
SII Investments
Wisconsin
$353K 24,067 +3,014 +14%
AWM
125
Arbor Wealth Management
Florida
$339K 22,521 +22,521 New