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Invesco Preferred ETF

196 hedge funds and large institutions have $1.44B invested in Invesco Preferred ETF in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
5.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
39
Increased
83
Reduced
39
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IH
126
IFC Holdings
Florida
$269K +$91.3K +6,119 +51%
TCM
127
Traynor Capital Management
Pennsylvania
$268K -$93.9K -6,295 -26%
FA
128
FDx Advisors
Illinois
$268K -$19.4K -1,296 -7%
KWMG
129
King Wealth Management Group
Florida
$268K
BC
130
Burney Company
Virginia
$257K +$20.1K +1,350 +8%
NFG
131
Next Financial Group
Texas
$245K -$104K -6,964 -30%
CIM
132
Cetera Investment Management
California
$232K +$232K +15,500 New
BW
133
Bison Wealth
Georgia
$216K +$15 +1 +0%
NEAM
134
New England Asset Management
Connecticut
$206K
BFEC
135
Benjamin F. Edwards & Company
Missouri
$205K +$11.2K +750 +6%
DAS
136
Dynamic Advisor Solutions
Arizona
$200K
US Bancorp
137
US Bancorp
Minnesota
$197K -$56.7K -3,793 -22%
BF
138
BOK Financial
Oklahoma
$189K +$12.5K +835 +7%
ASN
139
Advisory Services Network
Georgia
$187K -$93.6K -6,266 -33%
YP
140
Yellowstone Partners
Idaho
$183K
CFN
141
Cordasco Financial Network
Florida
$182K
MCWS
142
McKinley Carter Wealth Services
West Virginia
$179K +$179K +11,972 New
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$178K -$360K -24,125 -67%
DDPIC
144
Deroy & Devereaux Private Investment Counsel
Michigan
$173K
ACS
145
Archford Capital Strategies
Illinois
$171K
RG
146
Rathbones Group
United Kingdom
$164K +$164K +11,000 New
ST
147
Smithfield Trust
Pennsylvania
$154K
PWMAG
148
Pinnacle Wealth Management Advisory Group
New Jersey
$152K +$152K +10,155 New
NPIT
149
National Penn Investors Trust
Pennsylvania
$150K
LYV
150
Live Your Vision
Pennsylvania
$150K +$19.5K +1,297 +15%