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Invesco Preferred ETF

203 hedge funds and large institutions have $1.64B invested in Invesco Preferred ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 34 reducing their positions, and 27 closing their positions.

Holders
203
Holders Change
+7
Holders Change %
+3.57%
% of All Funds
5.42%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
36
Increased
97
Reduced
34
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPCM
176
Kings Point Capital Management
New York
$45K
DSC
177
Duncker Streett & Co
Missouri
$45K +$15K +1,000 +50%
WEC
178
Winslow Evans & Crocker
Massachusetts
$29.8K +$29.8K +2,000 New
MSFP
179
Mark Sheptoff Financial Planning
Connecticut
$25K
PRS
180
Pinkerton Retirement Specialists
Idaho
$23K
SIG
181
Stanford Investment Group
California
$22K
CA
182
CapWealth Advisors
Tennessee
$20K +$20K +1,328 New
DLHL
183
Donald L. Hagan LLC
Florida
$19K +$19K +1,250 New
BC
184
Barnett & Company
Tennessee
$18K +$18K +1,175 New
CTC
185
Central Trust Company
Missouri
$15K
HRC
186
Hoertkorn Richard Charles
$15K
NSIM
187
North Star Investment Management
Illinois
$14K +$216 +14 +2%
FWM
188
Focused Wealth Management
New York
$11K
MA
189
MUFG Americas
New York
$11K +$10.7K +710 +3,087%
SNT
190
Security National Trust
West Virginia
$10K
WAS
191
Winch Advisory Services
Wisconsin
$10K +$140 +9 +1%
JIC
192
Joel Isaacson & Co
New York
$10K +$10K +700 New
LWA
193
Lenox Wealth Advisors
New York
$8K +$8K +567 New
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +439 New
HCM
195
Highlander Capital Management
New Jersey
$6K
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$5K
SSB
197
Sandy Spring Bank
Maryland
$5K +$5K +314 New
WTB
198
Washington Trust Bank
Washington
$4K
HW
199
Hancock Whitney
Mississippi
$3.03K
EWM
200
Edge Wealth Management
New York
$3K -$3K -175 -50%