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Invesco Preferred ETF

181 hedge funds and large institutions have $1.19B invested in Invesco Preferred ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+15
Holders Change %
+9.04%
% of All Funds
4.83%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
25
Increased
80
Reduced
46
Closed
6
Calls
Puts
$186K
Net Calls
-$186K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
151
Waverly Advisors
Alabama
$87K +$87K +5,845 New
AC
152
Alexandria Capital
Virginia
$77K
MA
153
MCF Advisors
Kentucky
$73K
SA
154
SRH Advisors
Kansas
$52K
CLOS
155
Compagnie Lombard Odier SCmA
Switzerland
$50K +$50K +3,350 New
Barclays
156
Barclays
United Kingdom
$46K
KPCM
157
Kings Point Capital Management
New York
$45K
GWA
158
Genesis Wealth Advisors
Massachusetts
$42.2K
SSB
159
Sandy Spring Bank
Maryland
$30K
CHC
160
City Holding Co
West Virginia
$25K
RIA
161
Regal Investment Advisors
Michigan
$23K +$9.55K +645 +71%
PRS
162
Pinkerton Retirement Specialists
Idaho
$23K +$17.1K +1,159 +289%
SIG
163
Stanford Investment Group
California
$22K
WA
164
WFG Advisors
Texas
$21K
AWM
165
Avior Wealth Management
Nebraska
$21K +$319 +21 +2%
FANJ
166
Financial Architects (New Jersey)
New Jersey
$17K +$17K +1,163 New
CWM
167
Concert Wealth Management
California
$17K +$974 +2,127 +6%
AA
168
Apriem Advisors
California
$16K +$15 +1 +0.1%
HRC
169
Hoertkorn Richard Charles
$15K
CTC
170
Central Trust Company
Missouri
$15K +$14.5K +968 +3,025%
NSIM
171
North Star Investment Management
Illinois
$14K -$31.6K -2,078 -69%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$11K -$34.3K -2,347 -76%
FWM
173
Focused Wealth Management
New York
$11K
SNT
174
Security National Trust
West Virginia
$10K
WAS
175
Winch Advisory Services
Wisconsin
$9K +$9K +608 New