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Invesco Preferred ETF

269 hedge funds and large institutions have $1.9B invested in Invesco Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.72%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
44
Increased
116
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$1.02M
ICOA
102
Investment Centers of America
North Dakota
$1.01M -$972K -64,372 -49%
GAM
103
Gould Asset Management
California
$993K +$10.5K +695 +1%
DADC
104
D.A. Davidson & Co
Montana
$990K +$171K +11,295 +21%
LS
105
Lattice Strategies
Pennsylvania
$978K -$62.6K -4,145 -6%
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$911K -$43.1K -2,850 -5%
CFA
107
Carroll Financial Associates
North Carolina
$879K -$725 -48 -0.1%
Citigroup
108
Citigroup
New York
$878K -$8.87K -587 -1%
HFM
109
Hartford Financial Management
Connecticut
$842K +$253K +16,741 +43%
SPIA
110
Steward Partners Investment Advisory
New York
$795K +$782K +51,787 +6,093%
RCM
111
Robinson Capital Management
Michigan
$793K +$793K +52,500 New
CWM
112
Cabot Wealth Management
Massachusetts
$784K -$240K -15,864 -23%
HIC
113
Holderness Investments Company
North Carolina
$780K +$51K +3,373 +7%
IH
114
IFC Holdings
Florida
$768K -$18.1K -1,194 -2%
SAM
115
SignalPoint Asset Management
Missouri
$749K +$1.72K +114 +0.2%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$742K
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$738K +$563K +37,264 +321%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$723K +$104K +6,861 +17%
GI
119
GS Investments
Minnesota
$723K +$723K +47,845 New
KFS
120
Kissinger Financial Services
Maryland
$693K -$6.2K -410 -0.9%
ASN
121
Advisory Services Network
Georgia
$669K +$92.1K +6,100 +16%
CWP
122
Capital Wealth Planning
Florida
$663K +$663K +43,847 New
PA
123
Pinnacle Associates
New York
$661K +$17.6K +1,162 +3%
SSWM
124
Sheets Smith Wealth Management
North Carolina
$654K
FF
125
Friedenthal Financial
New Jersey
$652K +$21.3K +1,412 +3%