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Invesco Preferred ETF

213 hedge funds and large institutions have $1.77B invested in Invesco Preferred ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
5.69%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
36
Increased
99
Reduced
52
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
176
Barrett Asset Management
New York
$81K +$81K +5,300 New
KF
177
Krilogy Financial
Missouri
$79K +$31.1K +2,027 +65%
AC
178
Alexandria Capital
Virginia
$78K
AA
179
Apriem Advisors
California
$77K +$15 +1 +0%
DSC
180
Duncker Streett & Co
Missouri
$69K +$23K +1,500 +50%
CWM
181
Catamount Wealth Management
Connecticut
$69K +$69K +4,500 New
SA
182
SRH Advisors
Kansas
$53K
WTB
183
Washington Trust Bank
Washington
$52K +$48.4K +3,159 +1,344%
KPCM
184
Kings Point Capital Management
New York
$46K
BIM
185
BlackRock Investment Management
Delaware
$46K +$46K +3,000 New
SF
186
Synovus Financial
Georgia
$46K +$46K +3,000 New
MSFP
187
Mark Sheptoff Financial Planning
Connecticut
$26K
PRS
188
Pinkerton Retirement Specialists
Idaho
$24K
CTC
189
Central Trust Company
Missouri
$23K +$7.5K +484 +48%
SIG
190
Stanford Investment Group
California
$22K
BC
191
Barnett & Company
Tennessee
$18K
PFG
192
Piershale Financial Group
Illinois
$17K -$30.2M -1,938,786 -100%
FANJ
193
Financial Architects (New Jersey)
New Jersey
$17K +$17K +1,111 New
AA
194
Advisory Alpha
Michigan
$16K +$16K +1,071 New
HRC
195
Hoertkorn Richard Charles
$15K
NSIM
196
North Star Investment Management
Illinois
$14K +$197 +13 +1%
AWE
197
Avidian Wealth Enterprises
Texas
$12.5K +$60 +3,939 +0.5%
SNT
198
Security National Trust
West Virginia
$11K
FWM
199
Focused Wealth Management
New York
$11K +$104 +7 +1%
SFG
200
SevenBridge Financial Group
Pennsylvania
$11K +$11K +734 New