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Invesco Preferred ETF

318 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
48
Increased
104
Reduced
109
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
126
Friedenthal Financial
New Jersey
$800K +$800K +55,871 New
SWM
127
SeaCrest Wealth Management
New York
$769K +$120K +8,384 +19%
PWM
128
Perigon Wealth Management
California
$746K +$746K +52,075 New
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$740K +$17K +1,185 +2%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$727K +$49K +3,419 +7%
OC
131
Oppenheimer & Co
New York
$702K +$6.64K +464 +1%
CTC
132
Central Trust Company
Missouri
$700K +$700K +48,880 New
GI
133
GS Investments
Minnesota
$694K -$2.72K -190 -0.4%
IA
134
IndexIQ Advisors
New York
$677K -$3.92M -273,937 -85%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$677K -$354K -24,734 -34%
SFG
136
StrategIQ Financial Group
Indiana
$670K +$128K +8,910 +24%
KSA
137
Ken Stern & Associates
California
$665K +$305K +21,261 +85%
LFAS
138
Level Four Advisory Services
Texas
$652K -$628K -43,841 -49%
FMB
139
Field & Main Bank
Kentucky
$642K -$10K -700 -2%
HIC
140
Holderness Investments Company
North Carolina
$630K -$21.3K -1,490 -3%
RT
141
Rockland Trust
Massachusetts
$630K +$630K +43,970 New
RIA
142
Regal Investment Advisors
Michigan
$629K +$228K +15,957 +57%
CWS
143
Cypress Wealth Services
California
$618K -$9.16K -639 -1%
WS
144
Wela Strategies
Georgia
$618K +$5.17K +361 +0.8%
WPC
145
White Pine Capital
Minnesota
$613K +$71.6K +5,000 +13%
IBOK
146
Independence Bank of Kentucky
Kentucky
$607K +$607K +42,410 New
LS
147
Lattice Strategies
Pennsylvania
$606K -$5.51K -385 -0.9%
PA
148
Pinnacle Associates
New York
$605K -$1.36K -95 -0.2%
Citigroup
149
Citigroup
New York
$590K -$205K -14,336 -26%
Millennium Management
150
Millennium Management
New York
$565K -$231K -16,143 -29%