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Invesco Preferred ETF

347 hedge funds and large institutions have $2.04B invested in Invesco Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 39 closing their positions.

Holders
347
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
7.52%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
45
Increased
125
Reduced
114
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$1.2M -$315K -21,750 -21%
SCA
102
Stokes Capital Advisors
South Carolina
$1.2M -$60.9K -4,197 -5%
IA
103
IFP Advisors
Florida
$1.19M -$1.24M -85,106 -51%
IBOK
104
Independence Bank of Kentucky
Kentucky
$1.16M -$31.5K -2,175 -3%
SPIA
105
Steward Partners Investment Advisory
New York
$1.13M +$12.1K +833 +1%
OIA
106
OneDigital Investment Advisors
Kansas
$1.11M -$44.1K -3,028 -4%
GCA
107
Greenwood Capital Associates
South Carolina
$1.11M +$88.7K +6,120 +9%
GAM
108
Gould Asset Management
California
$1.11M +$109K +7,515 +11%
BIG
109
Boothe Investment Group
Delaware
$1.04M -$62.8K -4,328 -6%
KLCM
110
KG&L Capital Management
Louisiana
$1.02M +$20.9K +1,437 +2%
SS
111
Simplicity Solutions
Minnesota
$1.02M +$127K +8,785 +14%
Wolverine Trading
112
Wolverine Trading
Illinois
$1.01M -$1.18M -81,095 -54%
KWM
113
Kingsview Wealth Management
Oregon
$987K +$804K +55,467 +441%
RFN
114
RDA Financial Network
Iowa
$961K +$961K +65,820 New
DADC
115
D.A. Davidson & Co
Montana
$930K +$17.3K +1,193 +2%
SBWM
116
Sunflower Bank Wealth Management
Arizona
$918K -$17.1K -1,180 -2%
FFN
117
Focus Financial Network
Minnesota
$914K +$914K +63,045 New
GCA
118
Genesee Capital Advisors
New York
$913K +$913K +62,951 New
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$912K -$13.2K -911 -1%
SSWM
120
Sheets Smith Wealth Management
North Carolina
$912K -$3.12K -215 -0.3%
WP
121
WealthPLAN Partners
Nebraska
$896K -$211K -14,409 -19%
GWM
122
Greenwich Wealth Management
Connecticut
$895K -$90.4K -6,228 -9%
GRP
123
Global Retirement Partners
California
$884K +$61.1K +4,215 +7%
CCB
124
Cutter & Co Brokerage
Missouri
$859K -$4.94K -341 -0.6%
SEI Investments
125
SEI Investments
Pennsylvania
$843K +$838K +57,746 +15,565%