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Invesco Preferred ETF

227 hedge funds and large institutions have $1.95B invested in Invesco Preferred ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+14
Holders Change %
+6.57%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.43%
New
38
Increased
112
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
176
Davenport & Co
Virginia
$182K +$12.1K +797 +7%
IF
177
Ironwood Financial
Arizona
$176K -$5.08K -335 -3%
LNC
178
Lincoln National Corp
Pennsylvania
$173K +$173K +11,443 New
GI
179
Gradient Investments
Minnesota
$170K +$907 +60 +0.5%
PMFA
180
Plante Moran Financial Advisors
Michigan
$169K +$169K +11,194 New
NA
181
NewEdge Advisors
Louisiana
$168K +$168K +11,074 New
RG
182
Rathbones Group
United Kingdom
$166K
FHC
183
First Heartland Consultants
Missouri
$157K -$26.6K -1,755 -14%
BSB
184
Bangor Savings Bank
Maine
$151K +$151K +10,000 New
RFA
185
Reilly Financial Advisors
California
$151K +$151K +10,000 New
ST
186
Smithfield Trust
Pennsylvania
$147K
CFN
187
Cordasco Financial Network
Florida
$134K
BWP
188
Baldwin Wealth Partners
Massachusetts
$131K +$30.3K +2,000 +30%
WA
189
WFG Advisors
Texas
$90K -$17.9K -1,190 -17%
HWP
190
Hefty Wealth Partners
Indiana
$87K +$1.18K +79 +1%
BAM
191
Barrett Asset Management
New York
$80K
AA
192
Apriem Advisors
California
$79K +$2.61K +173 +3%
AC
193
Alexandria Capital
Virginia
$78K
CWM
194
Catamount Wealth Management
Connecticut
$68K
DSC
195
Duncker Streett & Co
Missouri
$68K
GBT
196
Grove Bank & Trust
Florida
$67K -$48.9K -3,250 -42%
SA
197
SRH Advisors
Kansas
$53K
SF
198
Synovus Financial
Georgia
$45K
KPCM
199
Kings Point Capital Management
New York
$45K
MWP
200
MYCIO Wealth Partners
Pennsylvania
$44K +$44K +2,900 New