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Invesco Preferred ETF

314 hedge funds and large institutions have $2.33B invested in Invesco Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
44
Increased
105
Reduced
115
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWS
176
Lucia Wealth Services
California
$305K -$1.49M -101,895 -83%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$296K +$143K +9,806 +93%
BC
178
Burney Company
Virginia
$293K +$6.42K +440 +2%
ACG
179
Allen Capital Group
Nebraska
$292K -$2.18M -149,707 -88%
CAG
180
Csenge Advisory Group
Florida
$286K -$100K -6,883 -26%
PO
181
Private Ocean
California
$286K -$29.1K -2,000 -9%
PP
182
PagnatoKarp Partners
Virginia
$285K +$3.98K +273 +1%
MC
183
Moors & Cabot
Massachusetts
$282K +$30.6K +2,101 +12%
CAC
184
Certified Advisory Corp
Florida
$276K -$5.03K -345 -2%
AFS
185
Access Financial Services
Minnesota
$274K -$11.9K -821 -4%
BJL
186
Brighton Jones LLC
Washington
$273K +$3.2K +220 +1%
KWM
187
Kingsview Wealth Management
Oregon
$263K +$14.2K +976 +6%
TA
188
TMD & Associates
Arizona
$261K +$261K +17,938 New
CFN
189
Cordasco Financial Network
Florida
$256K +$174 +12 +0.1%
CRWM
190
Castle Rock Wealth Management
California
$256K +$21.9K +1,502 +9%
GT
191
Glenview Trust
Kentucky
$253K
BRWA
192
B. Riley Wealth Advisors
Florida
$253K +$11.5K +788 +5%
WS
193
Wedbush Securities
California
$247K -$6.54K -450 -3%
KA
194
Kovack Advisors
Florida
$245K -$165K -11,355 -40%
AL
195
Aspiriant LLC
California
$241K -$748K -51,334 -76%
FA
196
FDx Advisors
Illinois
$239K -$499K -34,253 -68%
DC
197
Davenport & Co
Virginia
$238K -$48.4K -3,327 -17%
BF
198
BOK Financial
Oklahoma
$225K +$1.66K +114 +0.7%
GG
199
GenWealth Group
New Jersey
$220K
OMC
200
Old Mission Capital
Illinois
$220K +$220K +15,125 New