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Invesco Preferred ETF

213 hedge funds and large institutions have $1.77B invested in Invesco Preferred ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
5.69%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
36
Increased
99
Reduced
52
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Arbor Wealth Management
Florida
$369K +$24K +1,567 +7%
NEAM
127
New England Asset Management
Connecticut
$362K +$152K +10,000 +73%
BRF
128
B. Riley Financial
California
$361K -$45.3K -2,972 -11%
BAS
129
Brown Advisory Securities
Maryland
$357K +$47.6K +3,130 +15%
HighTower Advisors
130
HighTower Advisors
Illinois
$329K +$24.3K +1,608 +8%
WEC
131
Winslow Evans & Crocker
Massachusetts
$323K +$293K +19,200 +960%
BC
132
Burney Company
Virginia
$318K +$14K +920 +5%
IIC
133
Integrated Investment Consultants
Michigan
$315K
PO
134
Private Ocean
California
$313K
WS
135
Wedbush Securities
California
$299K -$19.9K -1,309 -6%
KWMG
136
King Wealth Management Group
Florida
$288K +$15.2K +1,000 +6%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$287K +$280K +18,371 +4,185%
OC
138
Oppenheimer & Co
New York
$281K +$281K +18,462 New
EAM
139
Evanson Asset Management
California
$254K +$2.81K +184 +1%
RJT
140
Raymond James Trust
Florida
$254K +$69.7K +4,568 +38%
YP
141
Yellowstone Partners
Idaho
$244K -$16.8K -1,100 -6%
Bessemer Group
142
Bessemer Group
New Jersey
$244K +$244K +16,000 New
CIM
143
Cetera Investment Management
California
$236K
TCM
144
Traynor Capital Management
Pennsylvania
$231K -$12.7K -840 -5%
DAS
145
Dynamic Advisor Solutions
Arizona
$231K +$33.8K +2,216 +17%
DW
146
Domani Wealth
Pennsylvania
$229K -$903K -59,298 -80%
PWMAG
147
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$36.6K +2,405 +19%
HFM
148
Hartford Financial Management
Connecticut
$211K +$211K +13,883 New
ECAM
149
East Coast Asset Management
Massachusetts
$208K +$208K +13,650 New
RCAG
150
Rehmann Capital Advisory Group
Michigan
$207K +$26.2K +1,716 +15%