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Invesco Preferred ETF

261 hedge funds and large institutions have $2.2B invested in Invesco Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
6.52%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
26
Increased
125
Reduced
58
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
151
Meridian Wealth Management
Kentucky
$496K +$18.5K +1,231 +4%
TCM
152
Towercrest Capital Management
Pennsylvania
$476K +$1.84K +122 +0.4%
QIM
153
Quest Investment Management
Oregon
$468K
LA
154
LVW Advisors
New York
$451K +$21K +1,398 +5%
PFA
155
Pinnacle Family Advisors
Missouri
$444K -$2.78K -185 -0.6%
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$429K -$5.06K -336 -1%
RIA
157
Regal Investment Advisors
Michigan
$425K +$24.5K +1,629 +6%
IWM
158
IHT Wealth Management
Illinois
$415K -$8.19K -549 -2%
MIAN
159
Mariner Independent Advisor Network
Kansas
$404K -$25.4K -1,688 -6%
ECM
160
Elgethun Capital Management
South Dakota
$397K
DP
161
Dearborn Partners
Illinois
$383K -$2.25K -150 -0.6%
DAS
162
Dynamic Advisor Solutions
Arizona
$378K +$15K +1,000 +4%
AA
163
Advisory Alpha
Michigan
$364K +$237K +15,858 +186%
RCAG
164
Rehmann Capital Advisory Group
Michigan
$362K -$18K -1,195 -5%
CFA
165
Carroll Financial Associates
North Carolina
$351K -$521K -34,758 -60%
DC
166
Davenport & Co
Virginia
$349K +$87.1K +5,794 +33%
CFN
167
Cordasco Financial Network
Florida
$340K
BJL
168
Brighton Jones LLC
Washington
$337K +$337K +22,391 New
GFPC
169
Global Financial Private Capital
Florida
$327K +$327K +21,760 New
RW
170
Rand Wealth
Maryland
$327K +$327K +21,785 New
BAM
171
Belpointe Asset Management
Nevada
$324K +$324K +21,555 New
LPIC
172
LeJeune Puetz Investment Counsel
Michigan
$318K
RJT
173
Raymond James Trust
Florida
$318K +$41.2K +2,740 +15%
KWMG
174
King Wealth Management Group
Florida
$313K
TD Asset Management
175
TD Asset Management
Ontario, Canada
$311K