PGX icon

Invesco Preferred ETF

269 hedge funds and large institutions have $1.9B invested in Invesco Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.72%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
44
Increased
116
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$641K +$108K +7,131 +20%
WP
127
WealthPLAN Partners
Nebraska
$639K +$604K +40,008 +1,743%
NEAM
128
New England Asset Management
Connecticut
$638K +$99.7K +6,600 +19%
PMG
129
ProVise Management Group
Florida
$633K +$633K +41,922 New
WPC
130
White Pine Capital
Minnesota
$630K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$629K +$1.66K +110 +0.3%
CIA
132
Capital Investment Advisors
Georgia
$614K -$66.9K -4,426 -10%
BRF
133
B. Riley Financial
California
$612K +$116K +7,685 +23%
PWM
134
Perigon Wealth Management
California
$582K +$582K +38,534 New
NFG
135
Next Financial Group
Texas
$576K -$4.89K -324 -0.8%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$569K +$55.9K +3,702 +11%
ECAM
137
East Coast Asset Management
Massachusetts
$558K -$33.1K -2,190 -6%
SFG
138
StrategIQ Financial Group
Indiana
$557K -$97K -6,419 -15%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$557K
BAS
140
Brown Advisory Securities
Maryland
$548K +$9.98K +660 +2%
FHC
141
First Heartland Consultants
Missouri
$546K +$203K +13,413 +59%
SXL
142
Summit X LLC
Missouri
$527K +$527K +34,720 New
OC
143
Oppenheimer & Co
New York
$518K -$7.26K -480 -1%
PWAG
144
Polaris Wealth Advisory Group
California
$486K +$486K +32,152 New
TSS
145
Two Sigma Securities
New York
$485K +$485K +32,071 New
MWM
146
Meridian Wealth Management
Kentucky
$480K +$9.64K +638 +2%
TCM
147
Towercrest Capital Management
Pennsylvania
$476K -$346K -22,898 -42%
I
148
INVST
Indiana
$474K +$474K +32,011 New
QIM
149
Quest Investment Management
Oregon
$470K
NPC
150
National Planning Corporation
California
$464K -$172K -11,363 -27%