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Invesco Preferred ETF

269 hedge funds and large institutions have $1.9B invested in Invesco Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.72%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
44
Increased
116
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
151
Pinnacle Family Advisors
Missouri
$449K +$449K +29,725 New
JPMorgan Chase & Co
152
JPMorgan Chase & Co
New York
$436K +$74.2K +4,908 +20%
LA
153
LVW Advisors
New York
$432K -$348 -23 -0.1%
BF
154
BOK Financial
Oklahoma
$432K +$53.7K +3,545 +14%
MIAN
155
Mariner Independent Advisor Network
Kansas
$431K +$431K +28,559 New
SI
156
SII Investments
Wisconsin
$426K +$29.7K +1,977 +7%
RIA
157
Regal Investment Advisors
Michigan
$403K +$30K +1,986 +8%
RSA
158
Robertson Stephens Advisors
California
$401K +$191K +12,648 +91%
ECM
159
Elgethun Capital Management
South Dakota
$399K
DP
160
Dearborn Partners
Illinois
$388K
BCM
161
Bluefin Capital Management
New York
$383K +$383K +25,348 New
RCAG
162
Rehmann Capital Advisory Group
Michigan
$382K +$21.3K +1,409 +6%
DAS
163
Dynamic Advisor Solutions
Arizona
$365K -$10.6K -700 -3%
CFN
164
Cordasco Financial Network
Florida
$341K
IP
165
Intellectus Partners
California
$329K +$329K +21,772 New
LPIC
166
LeJeune Puetz Investment Counsel
Michigan
$320K
KWMG
167
King Wealth Management Group
Florida
$315K
TD Asset Management
168
TD Asset Management
Ontario, Canada
$311K -$269 -18 -0.1%
PO
169
Private Ocean
California
$310K
WS
170
Wedbush Securities
California
$309K -$60 -4 -0%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$301K +$81.8K +5,415 +37%
CCG
172
Chatham Capital Group
Georgia
$283K
SC
173
Scotia Capital
Ontario, Canada
$279K +$55.2K +3,650 +25%
RJT
174
Raymond James Trust
Florida
$278K +$3.02K +200 +1%
EAM
175
Evanson Asset Management
California
$276K +$73.3K +4,845 +36%