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Invesco Preferred ETF

261 hedge funds and large institutions have $2.2B invested in Invesco Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
6.52%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
26
Increased
125
Reduced
58
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
126
Advisory Services Network
Georgia
$739K +$73.5K +4,895 +11%
WP
127
WealthPLAN Partners
Nebraska
$719K +$83.2K +5,532 +13%
SI
128
SII Investments
Wisconsin
$697K +$270K +17,966 +63%
PMG
129
ProVise Management Group
Florida
$667K +$37.4K +2,490 +6%
NFG
130
Next Financial Group
Texas
$663K +$89.2K +5,930 +16%
FF
131
Friedenthal Financial
New Jersey
$656K +$6.96K +463 +1%
SSWM
132
Sheets Smith Wealth Management
North Carolina
$651K
PA
133
Pinnacle Associates
New York
$648K -$9.56K -636 -1%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$642K +$76K +5,060 +13%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$627K +$1.97K +131 +0.3%
GT
136
Glenview Trust
Kentucky
$616K +$397K +26,420 +182%
CIA
137
Capital Investment Advisors
Georgia
$609K -$2.23K -148 -0.4%
FIM
138
Freedom Investment Management
Connecticut
$598K +$403K +26,817 +207%
SAM
139
SignalPoint Asset Management
Missouri
$586K -$159K -10,563 -21%
WPC
140
White Pine Capital
Minnesota
$579K -$48.1K -3,200 -8%
IP
141
Intellectus Partners
California
$576K +$249K +16,576 +76%
SFG
142
StrategIQ Financial Group
Indiana
$569K +$15.5K +1,035 +3%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$567K +$11.9K +789 +2%
BAS
144
Brown Advisory Securities
Maryland
$560K +$12.5K +830 +2%
FHC
145
First Heartland Consultants
Missouri
$557K +$14.2K +942 +3%
ECAM
146
East Coast Asset Management
Massachusetts
$541K -$14.7K -980 -3%
SXL
147
Summit X LLC
Missouri
$541K +$17.4K +1,154 +3%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$532K +$532K +35,389 New
BF
149
BOK Financial
Oklahoma
$527K +$98.6K +6,563 +23%
OC
150
Oppenheimer & Co
New York
$525K +$9.91K +659 +2%