PGX icon

Invesco Preferred ETF

318 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 44 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
48
Increased
104
Reduced
109
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSTAM
151
Wilbanks Smith & Thomas Asset Management
Virginia
$557K 38,904 +38,904 New
SAM
152
SignalPoint Asset Management
Missouri
$549K 38,315 -2,021 -5%
GRP
153
Global Retirement Partners
California
$539K 37,660 +2,449 +7%
SXL
154
Summit X LLC
Missouri
$537K 37,605 +800 +2%
PMG
155
ProVise Management Group
Florida
$517K 36,069 +36,069 New
WA
156
Wealthstar Advisors
Texas
$514K 36,119 -3,669 -9%
MAM
157
Marquette Asset Management
Minnesota
$496K 34,641 +3,246 +10%
RCAG
158
Rehmann Capital Advisory Group
Michigan
$480K 33,526 +6,642 +25%
MIAN
159
Mariner Independent Advisor Network
Kansas
$474K 33,314 +18,881 +131%
Bank of New York Mellon
160
Bank of New York Mellon
New York
$468K 32,652 +7,466 +30%
PFA
161
Pinnacle Family Advisors
Missouri
$465K 32,446 +21,311 +191%
GWM
162
Geneos Wealth Management
Colorado
$463K 32,365 +6,994 +28%
CIA
163
Capital Investment Advisors
Georgia
$462K 32,287 -1,352 -4%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$447K 31,186 +6,915 +28%
QIM
165
Quest Investment Management
Oregon
$445K 31,105
DAS
166
Dynamic Advisor Solutions
Arizona
$435K 30,351 +2,625 +9%
RJT
167
Raymond James Trust
Florida
$432K 30,175 -19,254 -39%
CFGS
168
Concourse Financial Group Securities
Alabama
$432K 30,176 +30,176 New
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$430K 29,990 -148 -0.5%
Barclays
170
Barclays
United Kingdom
$430K 30,000
FA
171
FDx Advisors
Illinois
$423K 29,545 +13,154 +80%
AFC
172
AFT Forsyth & Company
Florida
$421K 29,425
AFNAS
173
American Financial Network Advisory Services
California
$398K 27,770 +27,754 +173,463%
MAP
174
Milestone Advisory Partners
North Carolina
$395K 27,590
MWM
175
Meridian Wealth Management
Kentucky
$365K 25,487 -1,734 -6%