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Invesco Preferred ETF

227 hedge funds and large institutions have $1.95B invested in Invesco Preferred ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+14
Holders Change %
+6.57%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.43%
New
38
Increased
112
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
151
Rehmann Capital Advisory Group
Michigan
$334K +$129K +8,500 +63%
M&T Bank
152
M&T Bank
New York
$317K -$126K -8,333 -28%
PO
153
Private Ocean
California
$311K
IIC
154
Integrated Investment Consultants
Michigan
$310K
KWMG
155
King Wealth Management Group
Florida
$310K +$24.4K +1,616 +9%
RJT
156
Raymond James Trust
Florida
$302K +$49.8K +3,287 +20%
MIAN
157
Mariner Independent Advisor Network
Kansas
$300K +$300K +19,803 New
BF
158
BOK Financial
Oklahoma
$297K +$97.1K +6,420 +49%
Franklin Resources
159
Franklin Resources
California
$297K +$297K +19,650 New
WP
160
WealthPLAN Partners
Nebraska
$278K +$71.3K +4,727 +34%
AA
161
Advisory Alpha
Michigan
$277K +$261K +17,270 +1,613%
YP
162
Yellowstone Partners
Idaho
$269K +$27.2K +1,799 +11%
DIA
163
Dana Investment Advisors
Wisconsin
$264K +$264K +17,456 New
DAS
164
Dynamic Advisor Solutions
Arizona
$258K +$28.3K +1,864 +12%
DWT
165
Dorsey & Whitney Trust
South Dakota
$257K +$257K +16,980 New
EAM
166
Evanson Asset Management
California
$254K +$2.73K +181 +1%
SI
167
SII Investments
Wisconsin
$249K -$254K -16,873 -50%
PWMAG
168
Pinnacle Wealth Management Advisory Group
New Jersey
$249K +$23.5K +1,550 +10%
Northern Trust
169
Northern Trust
Illinois
$243K -$178K -11,735 -42%
TCM
170
Traynor Capital Management
Pennsylvania
$231K +$2.31K +154 +1%
US Bancorp
171
US Bancorp
Minnesota
$213K +$28.7K +1,892 +16%
NFC
172
Northeast Financial Consultants
Connecticut
$208K +$208K +13,730 New
Chevy Chase Trust
173
Chevy Chase Trust
Maryland
$187K +$187K +12,340 New
ACS
174
Archford Capital Strategies
Illinois
$185K
MCWS
175
McKinley Carter Wealth Services
West Virginia
$183K +$530 +35 +0.3%