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Invesco Preferred ETF

179 hedge funds and large institutions have $1.13B invested in Invesco Preferred ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
4.83%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.22%
New
14
Increased
73
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
151
Regal Investment Advisors
Michigan
$26K +$3.91K +275 +18%
CHC
152
City Holding Co
West Virginia
$24K
GWA
153
Genesis Wealth Advisors
Massachusetts
$23.2K -$18.2K -1,250 -44%
PRS
154
Pinkerton Retirement Specialists
Idaho
$23K
EWM
155
Evercore Wealth Management
New York
$22K +$22K +1,530 New
SIG
156
Stanford Investment Group
California
$21K
WA
157
WFG Advisors
Texas
$21K +$15 +1 +0.1%
AWM
158
Avior Wealth Management
Nebraska
$20K +$285 +20 +1%
BJ
159
Brouwer & Janachowski
California
$19K +$19K +1,300 New
FANJ
160
Financial Architects (New Jersey)
New Jersey
$17K
AA
161
Apriem Advisors
California
$16K +$15 +1 +0.1%
BCA
162
Bray Capital Advisors
Florida
$16K +$16K +1,100 New
CTB
163
Country Trust Bank
Illinois
$16K +$16K +1,102 New
CTC
164
Central Trust Company
Missouri
$15K
HRC
165
Hoertkorn Richard Charles
$15K
NSIM
166
North Star Investment Management
Illinois
$13K -$778 -52 -6%
HI
167
Hudock Inc
Pennsylvania
$13K +$13K +917 New
FWM
168
Focused Wealth Management
New York
$11K
MFBTD
169
MB Financial Bank - Trust Department
Illinois
$11K +$11K +728 New
SNT
170
Security National Trust
West Virginia
$10K
WAS
171
Winch Advisory Services
Wisconsin
$9K +$131 +9 +1%
EWM
172
Edge Wealth Management
New York
$7K
WEC
173
Winslow Evans & Crocker
Massachusetts
$5.81K +$3.63K +250 +167%
JWA
174
JFS Wealth Advisors
Pennsylvania
$5K +$5K +345 New
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$4K