PGX icon

Invesco Preferred ETF

232 hedge funds and large institutions have $1.59B invested in Invesco Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+5
Holders Change %
+2.2%
% of All Funds
5.81%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.33%
New
45
Increased
73
Reduced
86
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
176
Gradient Investments
Minnesota
$159K -$1.31K -92 -0.8%
RG
177
Rathbones Group
United Kingdom
$157K
PWW
178
Pettyjohn Wood & White
Virginia
$156K +$156K +10,970 New
FHC
179
First Heartland Consultants
Missouri
$148K -$14 -1 -0%
AIP
180
Almanack Investment Partners
Pennsylvania
$143K +$143K +10,050 New
RFA
181
Reilly Financial Advisors
California
$142K
BSB
182
Bangor Savings Bank
Maine
$142K
TWA
183
TCI Wealth Advisors
Arizona
$129K +$129K +9,040 New
GRP
184
Global Retirement Partners
California
$124K +$124K +8,711 New
BWP
185
Baldwin Wealth Partners
Massachusetts
$123K
ST
186
Smithfield Trust
Pennsylvania
$117K -$21.2K -1,490 -15%
PA
187
Parallel Advisors
California
$117K +$117K +8,190 New
BAM
188
Barrett Asset Management
New York
$105K +$29.7K +2,091 +39%
BWM
189
Baystate Wealth Management
Massachusetts
$87K +$87K +6,026 New
ECM
190
Elgethun Capital Management
South Dakota
$86K +$86K +6,057 New
HWP
191
Hefty Wealth Partners
Indiana
$83K +$1.2K +85 +1%
BFEC
192
Benjamin F. Edwards & Company
Missouri
$82K -$404K -28,275 -83%
WA
193
WFG Advisors
Texas
$82K -$3.29K -231 -4%
AA
194
Ancora Advisors
Ohio
$80K +$80K +5,601 New
AC
195
Alexandria Capital
Virginia
$73K
IF
196
Ironwood Financial
Arizona
$67K -$97.7K -6,880 -59%
DSC
197
Duncker Streett & Co
Missouri
$64K
CWM
198
Catamount Wealth Management
Connecticut
$64K +$184 +13 +0.3%
BC
199
Barnett & Company
Tennessee
$55K +$38.3K +2,700 +230%
SA
200
SRH Advisors
Kansas
$50K