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Invesco Preferred ETF

213 hedge funds and large institutions have $1.77B invested in Invesco Preferred ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
5.69%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
36
Increased
99
Reduced
52
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BF
151
BOK Financial
Oklahoma
$201K -$28K -1,837 -12%
ACS
152
Archford Capital Strategies
Illinois
$187K +$13.2K +865 +8%
US Bancorp
153
US Bancorp
Minnesota
$186K -$21.6K -1,413 -10%
MCWS
154
McKinley Carter Wealth Services
West Virginia
$184K +$550 +36 +0.3%
IF
155
Ironwood Financial
Arizona
$182K -$9.99K -655 -5%
DDPIC
156
Deroy & Devereaux Private Investment Counsel
Michigan
$177K
VKH
157
Virtu KCG Holdings
New York
$173K +$173K +11,329 New
AG
158
Appleton Group
Wisconsin
$172K +$172K +11,298 New
DC
159
Davenport & Co
Virginia
$171K +$171K +11,241 New
GI
160
Gradient Investments
Minnesota
$170K -$821 -54 -0.5%
ICAS
161
Investors Capital Advisory Services
Massachusetts
$170K +$170K +11,184 New
RG
162
Rathbones Group
United Kingdom
$168K
SFG
163
StrategIQ Financial Group
Indiana
$160K +$160K +10,499 New
AA
164
Ancora Advisors
Ohio
$153K +$153K +10,069 New
Truist Financial
165
Truist Financial
North Carolina
$152K +$152K +10,000 New
ST
166
Smithfield Trust
Pennsylvania
$148K -$8.37K -550 -5%
KA
167
Klingman & Associates
New York
$142K +$733 +48 +0.5%
CFN
168
Cordasco Financial Network
Florida
$134K
SPL
169
Smart Portfolios LLC
Washington
$128K +$128K +8,376 New
GBT
170
Grove Bank & Trust
Florida
$118K -$15.7K -1,025 -12%
WP
171
WealthPLAN Partners
Nebraska
$114K +$114K +13,706 New
WA
172
WFG Advisors
Texas
$109K +$41.8K +2,750 +62%
BWP
173
Baldwin Wealth Partners
Massachusetts
$101K +$30.4K +2,000 +43%
ASN
174
Advisory Services Network
Georgia
$90K -$97.2K -6,386 -52%
HWP
175
Hefty Wealth Partners
Indiana
$87K +$1.25K +82 +1%