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Invesco Preferred ETF

362 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+15
Holders Change %
+4.32%
% of All Funds
7.87%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
49
Increased
152
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$854K -$359K -24,564 -30%
GRP
127
Global Retirement Partners
California
$844K -$47.9K -3,274 -5%
AF
128
Advisornet Financial
Minnesota
$841K +$90.4K +6,174 +12%
CFGS
129
Concourse Financial Group Securities
Alabama
$809K +$14.6K +1,000 +2%
CCM
130
Crabel Capital Management
California
$794K +$794K +54,300 New
GWAG
131
Garrett Wealth Advisory Group
Texas
$793K +$136K +9,311 +21%
PAS
132
Park Avenue Securities
New York
$793K +$256K +17,525 +48%
EFSCE
133
Enterprise Financial Services Corp (EFSC)
Missouri
$778K -$6.63K -453 -0.8%
SFG
134
StrategIQ Financial Group
Indiana
$769K +$35.8K +2,448 +5%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$748K -$14.6K -1,000 -2%
WSTAM
136
Wilbanks Smith & Thomas Asset Management
Virginia
$731K -$189K -12,951 -21%
OA
137
Oxbow Advisors
Texas
$730K -$15.2K -1,036 -2%
FMB
138
Field & Main Bank
Kentucky
$727K +$44.6K +3,050 +7%
BCM
139
Brookstone Capital Management
Illinois
$725K +$725K +49,539 New
SWM
140
SeaCrest Wealth Management
New York
$715K +$185K +12,613 +35%
GWM
141
Geneos Wealth Management
Colorado
$712K +$248K +16,986 +54%
MCM
142
McMillion Capital Management
North Carolina
$710K +$14.6K +1,000 +2%
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$703K -$14.1K -965 -2%
WPC
144
White Pine Capital
Minnesota
$698K
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$692K
AWM
146
AE Wealth Management
Kansas
$690K +$410K +27,992 +146%
RIA
147
Regal Investment Advisors
Michigan
$688K +$44.7K +3,055 +7%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$683K -$19.9K -1,360 -3%
FTUS
149
Flow Traders U.S.
New York
$680K +$680K +46,448 New
SWMG
150
Sanchez Wealth Management Group
Florida
$667K +$67.5K +4,616 +11%