PGX icon

Invesco Preferred ETF

196 hedge funds and large institutions have $1.44B invested in Invesco Preferred ETF in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
5.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
39
Increased
83
Reduced
39
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCS
176
Crosspoint Capital Strategies
California
$13K -$21.3K -1,491 -62%
NSIM
177
North Star Investment Management
Illinois
$13K +$174 +12 +1%
AFP
178
Ausdal Financial Partners
Iowa
$12K +$12K +835 New
FWM
179
Focused Wealth Management
New York
$11K
SNT
180
Security National Trust
West Virginia
$10K
WAS
181
Winch Advisory Services
Wisconsin
$10K +$157 +10 +2%
1832 Asset Management
182
1832 Asset Management
Ontario, Canada
$9K +$9K +600 New
HCM
183
Highlander Capital Management
New Jersey
$6K +$6K +418 New
Manulife (Manufacturers Life Insurance)
184
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.7K -$2.78K -185,971 -33%
EWM
185
Edge Wealth Management
New York
$5K -$2.14K -150 -30%
DBT
186
Dubuque Bank & Trust
Iowa
$5K
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$5K
WTB
188
Washington Trust Bank
Washington
$4K
PFG
189
Piershale Financial Group
Illinois
$3K +$3K +212 New
VIA
190
Vantage Investment Advisors
Pennsylvania
$2K -$15.8K -1,030 -89%
PMFA
191
Plante Moran Financial Advisors
Michigan
$2K +$2K +122 New
NMIS
192
Northwestern Mutual Investment Services
Wisconsin
$2K +$2K +125 New
WP
193
WealthPLAN Partners
Nebraska
$1K +$1K +201 New
AP
194
Atwood & Palmer
Missouri
$1K +$1K +54 New
HI
195
Horizon Investments
North Carolina
-$1.73M -118,859 Closed
Chevy Chase Trust
196
Chevy Chase Trust
Maryland
-$394K -27,050 Closed
CG
197
Colony Group
Massachusetts
-$380K -26,046 Closed
TSS
198
Two Sigma Securities
New York
-$210K -14,393 Closed
Northern Trust
199
Northern Trust
Illinois
-$207K -14,200 Closed
NCM
200
Nelson Capital Management
California
-$197K -13,500 Closed