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Invesco Preferred ETF

320 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.34%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.3%
New
43
Increased
101
Reduced
125
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
176
Csenge Advisory Group
Florida
$387K +$131K +8,968 +51%
ECM
177
Elgethun Capital Management
South Dakota
$386K +$73 +5 +0%
MWM
178
Meridian Wealth Management
Kentucky
$374K -$108K -7,397 -22%
DAS
179
Dynamic Advisor Solutions
Arizona
$374K -$3.26K -223 -0.9%
DP
180
Dearborn Partners
Illinois
$372K
RCAG
181
Rehmann Capital Advisory Group
Michigan
$363K -$321 -22 -0.1%
KSA
182
Ken Stern & Associates
California
$356K +$356K +24,382 New
IA
183
IFG Advisory
Georgia
$348K +$21.2K +1,455 +6%
CF
184
Centaurus Financial
California
$345K -$63.8K -4,371 -16%
NPP
185
New Potomac Partners
Maryland
$332K
PAS
186
Park Avenue Securities
New York
$325K +$66.5K +4,560 +26%
State of Tennessee, Department of Treasury
187
State of Tennessee, Department of Treasury
Tennessee
$324K -$559K -38,300 -63%
TD Asset Management
188
TD Asset Management
Ontario, Canada
$319K +$7.97K +533 +3%
WP
189
WealthSource Partners
California
$318K -$56.9K -3,894 -15%
PO
190
Private Ocean
California
$315K +$29.1K +2,000 +10%
VAS
191
Valicenti Advisory Services
New York
$310K +$62.5K +4,275 +25%
LPIC
192
LeJeune Puetz Investment Counsel
Michigan
$309K
AIA
193
Allegis Investment Advisors
Idaho
$297K -$582K -39,887 -66%
PAG
194
Private Advisory Group
Washington
$294K +$294K +20,111 New
HPWM
195
Highland Private Wealth Management
Washington
$294K +$294K +20,111 New
DC
196
Davenport & Co
Virginia
$288K -$200K -13,690 -41%
AFS
197
Access Financial Services
Minnesota
$287K -$2.83M -193,840 -91%
BC
198
Burney Company
Virginia
$287K -$15.2K -1,040 -5%
PP
199
PagnatoKarp Partners
Virginia
$282K +$3.97K +272 +1%
CAC
200
Certified Advisory Corp
Florida
$281K -$7.76K -533 -3%