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Invesco Preferred ETF

184 hedge funds and large institutions have $1.16B invested in Invesco Preferred ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+5
Holders Change %
+2.79%
% of All Funds
5.14%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
29
Increased
68
Reduced
51
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IF
126
Ironwood Financial
Arizona
$188K
YP
127
Yellowstone Partners
Idaho
$179K
CFN
128
Cordasco Financial Network
Florida
$178K
IH
129
IFC Holdings
Florida
$175K +$117 +8 +0.1%
BF
130
BOK Financial
Oklahoma
$172K +$172K +11,776 New
OC
131
Oppenheimer & Co
New York
$170K +$17.1K +1,178 +11%
DDPIC
132
Deroy & Devereaux Private Investment Counsel
Michigan
$169K +$169K +11,600 New
ACS
133
Archford Capital Strategies
Illinois
$166K -$27.7K -1,902 -14%
EMA
134
Efficient Market Advisors
California
$154K +$7.11K +489 +5%
ST
135
Smithfield Trust
Pennsylvania
$150K
NPIT
136
National Penn Investors Trust
Pennsylvania
$146K
KA
137
Klingman & Associates
New York
$133K +$683 +47 +0.5%
LYV
138
Live Your Vision
Pennsylvania
$127K +$127K +8,705 New
WT
139
Whittier Trust
California
$104K
WA
140
Waverly Advisors
Alabama
$85K
CK
141
Carnick & Kubik
Colorado
$80.6K +$80.6K +5,525 New
AC
142
Alexandria Capital
Virginia
$75K
SA
143
SRH Advisors
Kansas
$51K
WA
144
WFG Advisors
Texas
$50K +$29.2K +1,999 +141%
KF
145
Krilogy Financial
Missouri
$48K +$48K +3,286 New
AAM
146
American Asset Management
Florida
$47K +$47K +3,250 New
Barclays
147
Barclays
United Kingdom
$46K
KPCM
148
Kings Point Capital Management
New York
$44K
CCS
149
Crosspoint Capital Strategies
California
$35K +$35K +2,400 New
ACM
150
Argentus Capital Management
Texas
$31K +$31K +2,143 New