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Invesco Preferred ETF

320 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.34%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.3%
New
43
Increased
101
Reduced
125
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$1.26M -$127K -8,668 -9%
UCFA
102
United Capital Financial Advisors
Texas
$1.26M +$47.5K +3,255 +4%
NA
103
NewEdge Advisors
Louisiana
$1.15M +$187K +12,815 +19%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$1.12M +$78.2K +5,360 +8%
US Bancorp
105
US Bancorp
Minnesota
$1.11M +$75.9K +5,194 +7%
AWM
106
Arbor Wealth Management
Florida
$1.1M +$874K +60,531 +382%
WP
107
WealthPLAN Partners
Nebraska
$1.07M +$171K +11,724 +19%
HIM
108
Hillsdale Investment Management
Ontario, Canada
$1.01M +$1.01M +69,000 New
MFS
109
Madrona Financial Services
Washington
$997K -$878K -60,171 -47%
I
110
INVST
Indiana
$991K -$20.9K -1,429 -2%
AL
111
Aspiriant LLC
California
$991K +$991K +67,875 New
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$983K +$63.7K +4,361 +7%
GAM
113
Gould Asset Management
California
$980K -$39.1K -2,680 -4%
CTC
114
Central Trust Company
Missouri
$980K -$27K -1,850 -3%
GCA
115
Greenwood Capital Associates
South Carolina
$975K +$62.2K +4,255 +7%
SPIA
116
Steward Partners Investment Advisory
New York
$960K +$170K +11,616 +21%
DADC
117
D.A. Davidson & Co
Montana
$957K -$57.4K -3,934 -6%
SSWM
118
Sheets Smith Wealth Management
North Carolina
$943K +$246K +16,852 +35%
CCB
119
Cutter & Co Brokerage
Missouri
$933K -$126K -8,633 -12%
Citigroup
120
Citigroup
New York
$894K -$39.4K -2,697 -4%
FIM
121
Freedom Investment Management
Connecticut
$888K +$83.3K +5,706 +10%
WCM
122
Wallace Capital Management
Texas
$841K -$86.1K -5,900 -9%
Citadel Advisors
123
Citadel Advisors
Florida
$823K -$955K -65,475 -54%
MIAN
124
Mariner Independent Advisor Network
Kansas
$801K +$356K +24,436 +80%
PFA
125
Pinnacle Family Advisors
Missouri
$782K +$381K +26,085 +95%