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Invesco Preferred ETF

184 hedge funds and large institutions have $1.16B invested in Invesco Preferred ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+5
Holders Change %
+2.79%
% of All Funds
5.14%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
29
Increased
68
Reduced
51
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
176
Edge Wealth Management
New York
$7K
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$5K
DBT
178
Dubuque Bank & Trust
Iowa
$5K +$5K +341 New
W
179
Wealthfront
California
$5K +$5K +351 New
JIC
180
Joel Isaacson & Co
New York
$4K
SSB
181
Sandy Spring Bank
Maryland
$3K -$30.1K -1,819 -91%
WTB
182
Washington Trust Bank
Washington
$3K +$3K +235 New
BCMIO
183
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +80 New
Wellington Management Group
184
Wellington Management Group
Massachusetts
-$3.71M -255,000 Closed
AIM
185
Advantage Investment Management
Iowa
-$2.54M -174,814 Closed
NL
186
NWAM LLC
Washington
-$1.22M -84,000 Closed
Jane Street
187
Jane Street
New York
-$1M -68,935 Closed
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
-$859K -59,180 Closed
ONB
189
Old National Bancorp
Indiana
-$627K -43,186 Closed
SLA
190
Silver Lake Advisory
Utah
-$614K -42,242 Closed
CWM
191
Cabot Wealth Management
Massachusetts
-$542K -37,277 Closed
VKH
192
Virtu KCG Holdings
New York
-$401K -27,609 Closed
AL
193
Aspiriant LLC
California
-$282K -19,435 Closed
UFF
194
USA Financial Formulas
Michigan
-$252K -17,332 Closed
FHC
195
First Heartland Consultants
Missouri
-$157 -10,800 Closed
CLOS
196
Compagnie Lombard Odier SCmA
Switzerland
-$49K -3,350 Closed
MA
197
MCF Advisors
Kentucky
-$31K -2,130 Closed
EWM
198
Evercore Wealth Management
New York
-$22K -1,530 Closed
BJ
199
Brouwer & Janachowski
California
-$19K -1,300 Closed
FANJ
200
Financial Architects (New Jersey)
New Jersey
-$17K -1,163 Closed