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Invesco Preferred ETF

181 hedge funds and large institutions have $1.19B invested in Invesco Preferred ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+15
Holders Change %
+9.04%
% of All Funds
4.83%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
25
Increased
80
Reduced
46
Closed
6
Calls
Puts
$186K
Net Calls
-$186K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
126
Next Financial Group
Texas
$273K
YP
127
Yellowstone Partners
Idaho
$271K +$90.3K +6,065 +50%
KWMG
128
King Wealth Management Group
Florida
$267K -$41.8K -2,800 -14%
BC
129
Burney Company
Virginia
$241K +$11.4K +764 +5%
NA
130
Navellier & Associates
Nevada
$234K -$41.4K -2,774 -15%
VKH
131
Virtu KCG Holdings
New York
$231K +$231K +15,488 New
UCFA
132
United Capital Financial Advisors
Texas
$226K +$226K +15,243 New
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$223K -$235K -15,819 -51%
CPO
134
Cerity Partners OCIO
New York
$217K -$17.9K -1,200 -8%
NCM
135
Nelson Capital Management
California
$201K
IF
136
Ironwood Financial
Arizona
$200K +$746 +50 +0.4%
CFN
137
Cordasco Financial Network
Florida
$182K
M&T Bank
138
M&T Bank
New York
$179K -$9.79K -660 -5%
IH
139
IFC Holdings
Florida
$176K +$104 +7 +0.1%
BAS
140
Brown Advisory Securities
Maryland
$168K +$168K +11,251 New
FHC
141
First Heartland Consultants
Missouri
$161K +$161K +10,800 New
ACS
142
Archford Capital Strategies
Illinois
$156K +$119K +8,011 +329%
EMA
143
Efficient Market Advisors
California
$153K -$7.37K -495 -5%
ST
144
Smithfield Trust
Pennsylvania
$153K +$75.7K +5,081 +98%
NPIT
145
National Penn Investors Trust
Pennsylvania
$149K
KA
146
Klingman & Associates
New York
$135K +$686 +46 +0.5%
US Bancorp
147
US Bancorp
Minnesota
$123K +$29.7K +2,000 +32%
WT
148
Whittier Trust
California
$106K
NEAM
149
New England Asset Management
Connecticut
$104K +$49.4K +3,300 +90%
DW
150
Domani Wealth
Pennsylvania
$99.6K +$99.6K +1,485 New