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Invesco Preferred ETF

344 hedge funds and large institutions have $1.91B invested in Invesco Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 78 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
7.68%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
74
Increased
78
Reduced
142
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
101
Atria Investments
North Carolina
$1.17M -$508K -37,711 -30%
QA
102
Quantitative Advantage
Minnesota
$1.16M +$1.16M +86,438 New
IBOK
103
Independence Bank of Kentucky
Kentucky
$1.11M +$540K +40,075 +94%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$1.09M +$439K +22,510 +67%
WP
105
WealthPLAN Partners
Nebraska
$1.09M -$398K -27,660 -27%
US Bancorp
106
US Bancorp
Minnesota
$1.08M -$45.7K -3,397 -4%
OIA
107
OneDigital Investment Advisors
Kansas
$1.06M +$794K +58,899 +294%
SPIA
108
Steward Partners Investment Advisory
New York
$1.04M +$146K +10,884 +16%
BIG
109
Boothe Investment Group
Delaware
$1.03M -$38.8K -2,880 -4%
AIP
110
Almanack Investment Partners
Pennsylvania
$1.02M +$774K +57,461 +318%
SPC
111
Sigma Planning Corp
Michigan
$1.02M -$63.5K -4,716 -6%
Lido Advisors
112
Lido Advisors
California
$1.01M +$85.2K +6,326 +9%
GCA
113
Greenwood Capital Associates
South Carolina
$945K -$6.33K -470 -0.7%
KLCM
114
KG&L Capital Management
Louisiana
$928K +$928K +69,137 New
GAM
115
Gould Asset Management
California
$925K +$1.48K +110 +0.2%
GWM
116
Greenwich Wealth Management
Connecticut
$915K +$915K +67,920 New
SBWM
117
Sunflower Bank Wealth Management
Arizona
$869K -$389K -28,855 -31%
SI
118
Stephens Inc
Arkansas
$864K -$975K -72,425 -53%
KFC
119
Klingenstein Fields & Co
New York
$864K
WSTAM
120
Wilbanks Smith & Thomas Asset Management
Virginia
$860K +$336K +24,922 +64%
PI
121
PineBridge Investments
New York
$857K
Bank of New York Mellon
122
Bank of New York Mellon
New York
$855K +$415K +30,851 +94%
SSWM
123
Sheets Smith Wealth Management
North Carolina
$851K +$512 +38 +0.1%
DADC
124
D.A. Davidson & Co
Montana
$848K -$2.94K -218 -0.3%
SS
125
Simplicity Solutions
Minnesota
$830K +$830K +61,605 New