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Invesco Preferred ETF

196 hedge funds and large institutions have $1.44B invested in Invesco Preferred ETF in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
5.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
39
Increased
83
Reduced
39
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EMA
151
Efficient Market Advisors
California
$148K -$10.2K -685 -6%
KA
152
Klingman & Associates
New York
$137K +$715 +48 +0.5%
GBT
153
Grove Bank & Trust
Florida
$130K +$130K +8,725 New
AWMS
154
Advocacy Wealth Management Services
Georgia
$109K +$109K +7,270 New
MWP
155
MYCIO Wealth Partners
Pennsylvania
$108K +$78K +5,200 +260%
WT
156
Whittier Trust
California
$107K
GI
157
Gradient Investments
Minnesota
$83K +$83K +5,565 New
HWP
158
Hefty Wealth Partners
Indiana
$83K +$83K +5,565 New
AC
159
Alexandria Capital
Virginia
$77K
WA
160
WFG Advisors
Texas
$59K +$7.52K +500 +15%
SA
161
SRH Advisors
Kansas
$52K
KF
162
Krilogy Financial
Missouri
$46K -$2.74K -185 -6%
AA
163
Apriem Advisors
California
$46K +$30K +2,001 +187%
KPCM
164
Kings Point Capital Management
New York
$45K
AIA
165
Allegis Investment Advisors
Idaho
$37K +$37K +2,447 New
DSC
166
Duncker Streett & Co
Missouri
$30K +$30K +2,000 New
AssetMark Inc
167
AssetMark Inc
California
$29K +$14.1K +934 +94%
CHC
168
City Holding Co
West Virginia
$25K
MSFP
169
Mark Sheptoff Financial Planning
Connecticut
$25K +$25K +1,700 New
PRS
170
Pinkerton Retirement Specialists
Idaho
$23K
SIG
171
Stanford Investment Group
California
$22K
AWM
172
Avior Wealth Management
Nebraska
$22K +$304 +20 +1%
FPFS
173
First Personal Financial Services
North Carolina
$21K +$21K +1,425 New
CTC
174
Central Trust Company
Missouri
$15K
HRC
175
Hoertkorn Richard Charles
$15K