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Invesco Preferred ETF

143 hedge funds and large institutions have $769M invested in Invesco Preferred ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
21
Increased
45
Reduced
58
Closed
13
Calls
$973K
Puts
$396K
Net Calls
+$577K
Net Calls Change
-$346K
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
126
Sandy Spring Bank
Maryland
$29K
BCM
127
Blume Capital Management
California
$25K
AWM
128
Avior Wealth Management
Nebraska
$19K +$19K +1,303 New
HRC
129
Hoertkorn Richard Charles
$14K -$16.8K -1,200 -55%
NSIM
130
North Star Investment Management
Illinois
$14K +$14K +1,012 New
RIA
131
Regal Investment Advisors
Michigan
$13K +$7.84K +548 +152%
WEC
132
Winslow Evans & Crocker
Massachusetts
$10.7K
SNT
133
Security National Trust
West Virginia
$10K -$60.7K -4,250 -86%
FWM
134
Focused Wealth Management
New York
$10K
BIM
135
BlackRock Investment Management
Delaware
$10K +$7.99K +580 +397%
GI
136
Gradient Investments
Minnesota
$9K +$9K +615 New
EWM
137
Edge Wealth Management
New York
$7K -$10.7K -767 -61%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$7K +$3.53K +267 +102%
CCS
139
Crosspoint Capital Strategies
California
$5K
NMIS
140
Northwestern Mutual Investment Services
Wisconsin
$4K +$4K +247 New
BCMIO
141
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$4K +292 New
ACS
142
Archford Capital Strategies
Illinois
$3.42K +$3.42K +240 New
S
143
SignatureFD
Georgia
$3K
DFG
144
Delphi Financial Group
Delaware
-$4.97M -370,000 Closed
VKH
145
Virtu KCG Holdings
New York
-$591K -43,948 Closed
GPC
146
Glacier Peak Capital
Washington
-$403K -30,000 Closed
Verition Fund Management
147
Verition Fund Management
Connecticut
-$264K -19,672 Closed
AAS
148
Annex Advisory Services
Wisconsin
-$228K -16,944 Closed
SI
149
Stephens Inc
Arkansas
-$173K -12,859 Closed
BC
150
Barnett & Company
Tennessee
-$137K -10,190 Closed