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Invesco Preferred ETF

320 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.34%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.3%
New
43
Increased
101
Reduced
125
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
151
StrategIQ Financial Group
Indiana
$532K +$671 +46 +0.1%
AA
152
Advisory Alpha
Michigan
$527K +$96.6K +6,722 +22%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$520K -$120K -8,254 -19%
CIA
154
Capital Investment Advisors
Georgia
$513K -$4.11K -281 -0.8%
CAN
155
Cetera Advisor Networks
California
$512K -$3.12M -214,662 -86%
ASN
156
Advisory Services Network
Georgia
$505K -$98.4K -6,749 -16%
CAN
157
Claraphi Advisory Network
United States
$500K +$12.9K +881 +3%
GRP
158
Global Retirement Partners
California
$486K -$36.5K -2,498 -7%
FMB
159
Field & Main Bank
Kentucky
$482K +$13.9K +950 +3%
TCM
160
Towercrest Capital Management
Pennsylvania
$476K +$476K +31,647 New
Lido Advisors
161
Lido Advisors
California
$469K +$469K +32,139 New
QIM
162
Quest Investment Management
Oregon
$454K
RIA
163
Regal Investment Advisors
Michigan
$444K -$14.5K -996 -3%
Barclays
164
Barclays
United Kingdom
$438K
IWM
165
IHT Wealth Management
Illinois
$435K -$71.4K -4,893 -14%
AFC
166
AFT Forsyth & Company
Florida
$430K +$86.2K +5,900 +25%
WWM
167
Wagner Wealth Management
South Carolina
$421K -$203K -13,883 -33%
KA
168
Kovack Advisors
Florida
$412K -$182K -12,426 -31%
MAP
169
Milestone Advisory Partners
North Carolina
$403K -$39.8K -2,725 -9%
JPMorgan Chase & Co
170
JPMorgan Chase & Co
New York
$402K +$66.1K +4,531 +20%
PFA
171
Pathway Financial Advisors
Vermont
$399K
BAS
172
Brown Advisory Securities
Maryland
$392K -$133K -9,085 -25%
PIA
173
Pinion Investment Advisors
Kansas
$392K +$392K +26,846 New
KWMG
174
King Wealth Management Group
Florida
$388K +$21.4K +1,467 +6%
CAGAS
175
Capital Advisory Group Advisory Services
Minnesota
$388K +$388K +26,636 New