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Invesco Preferred ETF

232 hedge funds and large institutions have $1.59B invested in Invesco Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+5
Holders Change %
+2.2%
% of All Funds
5.81%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.33%
New
45
Increased
73
Reduced
86
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
151
WBH Advisory
Maryland
$298K +$298K +21,000 New
SFA
152
Sequoia Financial Advisors
Ohio
$297K +$297K +20,865 New
DAS
153
Dynamic Advisor Solutions
Arizona
$293K +$50.9K +3,576 +21%
PO
154
Private Ocean
California
$292K
WS
155
Wedbush Securities
California
$285K -$30.9K -2,168 -10%
CCG
156
Chatham Capital Group
Georgia
$266K +$266K +18,700 New
GT
157
Glenview Trust
Kentucky
$265K +$265K +18,603 New
RJT
158
Raymond James Trust
Florida
$264K -$19.2K -1,350 -7%
EAM
159
Evanson Asset Management
California
$260K +$20.4K +1,430 +9%
AIP
160
Ahrens Investment Partners
Louisiana
$233K +$233K +16,402 New
B
161
Bridgeworth
Alabama
$223K +$223K +15,297 New
FIM
162
Freedom Investment Management
Connecticut
$222K -$641K -45,097 -74%
TCM
163
Traynor Capital Management
Pennsylvania
$220K -$3.31K -228 -1%
M&T Bank
164
M&T Bank
New York
$210K -$88K -6,186 -30%
LPT
165
Legacy Private Trust
Wisconsin
$205K -$193K -13,520 -48%
BC
166
Burney Company
Virginia
$205K -$130K -9,125 -39%
PFS
167
Prospera Financial Services
Texas
$200K +$200K +13,991 New
NFC
168
Northeast Financial Consultants
Connecticut
$195K
Franklin Resources
169
Franklin Resources
California
$187K -$92.5K -6,505 -33%
PWMAG
170
Pinnacle Wealth Management Advisory Group
New Jersey
$178K -$56.2K -3,950 -24%
ACS
171
Archford Capital Strategies
Illinois
$174K
MCWS
172
McKinley Carter Wealth Services
West Virginia
$172K +$525 +37 +0.3%
DC
173
Davenport & Co
Virginia
$166K -$5.24K -368 -3%
LNC
174
Lincoln National Corp
Pennsylvania
$163K
RWA
175
RGT Wealth Advisors
Texas
$162K +$162K +11,419 New