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Invesco Preferred ETF

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
151
Sheets Smith Wealth Management
North Carolina
$709K +$65.6K +4,412 +10%
JG
152
Jefferies Group
New York
$693K +$693K +46,607 New
Millennium Management
153
Millennium Management
New York
$689K -$736K -49,486 -52%
FF
154
Friedenthal Financial
New Jersey
$678K +$29.7K +1,998 +5%
WWM
155
Wagner Wealth Management
South Carolina
$670K +$670K +42,697 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$652K +$17.7K +1,193 +3%
PA
157
Pinnacle Associates
New York
$648K +$7.49K +504 +1%
IBOK
158
Independence Bank of Kentucky
Kentucky
$639K +$639K +42,985 New
VF
159
Virtu Financial
New York
$632K +$632K +42,519 New
OC
160
Oppenheimer & Co
New York
$628K +$110K +7,376 +21%
ASN
161
Advisory Services Network
Georgia
$615K -$116K -7,814 -16%
GT
162
Glenview Trust
Kentucky
$609K
SWM
163
SeaCrest Wealth Management
New York
$604K +$604K +40,626 New
KA
164
Kovack Advisors
Florida
$603K +$603K +40,612 New
SXL
165
Summit X LLC
Missouri
$602K +$69.5K +4,681 +13%
SAM
166
SignalPoint Asset Management
Missouri
$579K -$520 -35 -0.1%
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$571K +$44.7K +3,009 +9%
FHC
168
First Heartland Consultants
Missouri
$569K +$18.6K +1,252 +3%
WPC
169
White Pine Capital
Minnesota
$562K -$10.4K -700 -2%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$549K -$11.7K -789 -2%
BF
171
BOK Financial
Oklahoma
$547K +$25.5K +1,716 +5%
SFG
172
StrategIQ Financial Group
Indiana
$541K -$21.6K -1,457 -4%
BAS
173
Brown Advisory Securities
Maryland
$536K -$16.8K -1,125 -3%
GRP
174
Global Retirement Partners
California
$531K +$309K +20,816 +139%
CIA
175
Capital Investment Advisors
Georgia
$526K -$75.8K -5,104 -13%