PGX icon

Invesco Preferred ETF

242 hedge funds and large institutions have $1.73B invested in Invesco Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+10
Holders Change %
+4.31%
% of All Funds
6.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
35
Increased
88
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
126
IHT Wealth Management
Illinois
$464K +$4.82K +323 +1%
MWM
127
Meridian Wealth Management
Kentucky
$462K +$462K +31,144 New
QIM
128
Quest Investment Management
Oregon
$461K
LA
129
LVW Advisors
New York
$424K +$56.7K +3,823 +15%
ECM
130
Elgethun Capital Management
South Dakota
$392K +$302K +20,375 +336%
SI
131
SII Investments
Wisconsin
$390K -$45.4K -3,072 -10%
HW
132
Hancock Whitney
Mississippi
$384K -$1.02M -68,823 -73%
DP
133
Dearborn Partners
Illinois
$380K
BF
134
BOK Financial
Oklahoma
$371K +$11K +739 +3%
DAS
135
Dynamic Advisor Solutions
Arizona
$369K +$63.4K +4,270 +21%
RIA
136
Regal Investment Advisors
Michigan
$366K +$366K +24,687 New
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$354K -$80K -5,411 -18%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$353K -$16.5K -1,112 -4%
HighTower Advisors
139
HighTower Advisors
Illinois
$352K -$28.4K -1,928 -7%
FHC
140
First Heartland Consultants
Missouri
$336K +$182K +12,319 +119%
CFN
141
Cordasco Financial Network
Florida
$335K
AIP
142
Almanack Investment Partners
Pennsylvania
$315K +$166K +11,196 +111%
LPIC
143
LeJeune Puetz Investment Counsel
Michigan
$314K
WA
144
WBH Advisory
Maryland
$313K +$1.84K +124 +0.6%
TD Asset Management
145
TD Asset Management
Ontario, Canada
$311K
KWMG
146
King Wealth Management Group
Florida
$309K -$2.22K -150 -0.7%
SFA
147
Sequoia Financial Advisors
Ohio
$309K
PO
148
Private Ocean
California
$304K
WS
149
Wedbush Securities
California
$303K +$7.08K +478 +2%
CCG
150
Chatham Capital Group
Georgia
$277K