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Invesco Preferred ETF

269 hedge funds and large institutions have $1.9B invested in Invesco Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.72%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
44
Increased
116
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
176
Davenport & Co
Virginia
$264K +$87.3K +5,780 +50%
WA
177
WBH Advisory
Maryland
$253K -$64.9K -4,315 -20%
PFS
178
Prospera Financial Services
Texas
$232K +$14.2K +936 +7%
BFEC
179
Benjamin F. Edwards & Company
Missouri
$232K +$85.3K +5,637 +58%
AWM
180
Arbor Wealth Management
Florida
$231K -$18.4K -1,232 -7%
GG
181
GenWealth Group
New Jersey
$227K +$227K +15,069 New
BC
182
Burney Company
Virginia
$222K +$3.02K +200 +1%
GT
183
Glenview Trust
Kentucky
$220K
B
184
Bridgeworth
Alabama
$215K -$18.7K -1,232 -8%
PWMAG
185
Pinnacle Wealth Management Advisory Group
New Jersey
$214K +$17.4K +1,150 +9%
NFC
186
Northeast Financial Consultants
Connecticut
$207K
AWE
187
Avidian Wealth Enterprises
Texas
$206K -$341K -22,569 -62%
KWM
188
Kingsview Wealth Management
Oregon
$205K +$205K +13,561 New
WA
189
WESPAC Advisors
California
$204K +$204K +13,496 New
CM
190
Churchill Management
California
$201K +$201K +13,279 New
NA
191
Navellier & Associates
Nevada
$201K +$201K +13,300 New
Franklin Resources
192
Franklin Resources
California
$199K
MCWS
193
McKinley Carter Wealth Services
West Virginia
$198K +$5.57K +369 +3%
FCH
194
Freestone Capital Holdings
Washington
$197K +$197K +13,060 New
FIM
195
Freedom Investment Management
Connecticut
$196K -$13.9K -919 -7%
TCM
196
Traynor Capital Management
Pennsylvania
$192K -$8.04K -535 -4%
LNC
197
Lincoln National Corp
Pennsylvania
$187K +$6.38K +421 +4%
WTB
198
Washington Trust Bank
Washington
$184K
PI
199
PineBridge Investments
New York
$181K
AIP
200
Almanack Investment Partners
Pennsylvania
$172K -$149K -9,862 -46%