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Invesco Preferred ETF

153 hedge funds and large institutions have $870M invested in Invesco Preferred ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
4.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
16
Increased
67
Reduced
42
Closed
10
Calls
Puts
$474K
Net Calls
-$474K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
126
Smithfield Trust
Pennsylvania
$75K
AC
127
Alexandria Capital
Virginia
$74K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$74K +$41.6K +2,871 +129%
JFA
129
JNBA Financial Advisors
Minnesota
$74K +$74K +5,112 New
MA
130
MCF Advisors
Kentucky
$70K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$68K +$68K +4,722 New
NEAM
132
New England Asset Management
Connecticut
$53K
KT
133
Kanaly Trust
Texas
$53K
SA
134
SRH Advisors
Kansas
$51K
AAM
135
American Asset Management
Florida
$47K +$47K +3,250 New
Barclays
136
Barclays
United Kingdom
$46K +$1.41K +100 +3%
KPCM
137
Kings Point Capital Management
New York
$43K
NSIM
138
North Star Investment Management
Illinois
$43K +$2.82K +196 +7%
ACS
139
Archford Capital Strategies
Illinois
$30K +$10.1K +701 +51%
SSB
140
Sandy Spring Bank
Maryland
$29K
BCM
141
Blume Capital Management
California
$26K
WA
142
WFG Advisors
Texas
$21K +$207 +14 +1%
AWM
143
Avior Wealth Management
Nebraska
$19K +$283 +20 +2%
AA
144
Apriem Advisors
California
$15K -$33.3K -2,362 -69%
HRC
145
Hoertkorn Richard Charles
$14K
FIG
146
Fusion Investment Group
Pennsylvania
$14K +$14K +942 New
WEC
147
Winslow Evans & Crocker
Massachusetts
$13K
RIA
148
Regal Investment Advisors
Michigan
$13K
FWM
149
Focused Wealth Management
New York
$11K
SNT
150
Security National Trust
West Virginia
$10K