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Invesco Preferred ETF

318 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
48
Increased
104
Reduced
109
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
176
Valicenti Advisory Services
New York
$356K
KFA
177
Kays Financial Advisory
Georgia
$340K +$14.5K +1,014 +4%
IA
178
IFG Advisory
Georgia
$334K -$10.6K -740 -3%
PAS
179
Park Avenue Securities
New York
$322K -$8.67K -610 -3%
TD Asset Management
180
TD Asset Management
Ontario, Canada
$319K
DP
181
Dearborn Partners
Illinois
$308K -$57.3K -4,000 -16%
CW
182
CreativeOne Wealth
Kansas
$294K -$213K -14,832 -42%
WWM
183
Wagner Wealth Management
South Carolina
$294K -$57K -3,984 -16%
OIA
184
OneDigital Investment Advisors
Kansas
$286K +$286K +20,000 New
BC
185
Burney Company
Virginia
$285K -$2.79K -195 -1%
PP
186
PagnatoKarp Partners
Virginia
$284K +$3.94K +275 +1%
PO
187
Private Ocean
California
$281K
CRWM
188
Castle Rock Wealth Management
California
$279K +$32.6K +2,329 +13%
BAS
189
Brown Advisory Securities
Maryland
$276K -$38.1K -2,655 -12%
BJL
190
Brighton Jones LLC
Washington
$272K +$3.77K +264 +1%
KWM
191
Kingsview Wealth Management
Oregon
$269K +$10K +700 +4%
NSIM
192
North Star Investment Management
Illinois
$263K +$194K +13,556 +281%
ACG
193
Allen Capital Group
Nebraska
$262K -$25.5K -1,780 -9%
BRWA
194
B. Riley Wealth Advisors
Florida
$262K +$13.7K +954 +6%
MWP
195
MYCIO Wealth Partners
Pennsylvania
$256K +$256K +17,900 New
BCM
196
Breiter Capital Management
Florida
$255K +$255K +17,815 New
AIP
197
Almanack Investment Partners
Pennsylvania
$254K +$254K +18,079 New
GLA
198
Good Life Advisors
Pennsylvania
$253K +$253K +17,567 New
CFN
199
Cordasco Financial Network
Florida
$252K
CAC
200
Certified Advisory Corp
Florida
$249K -$22.5K -1,573 -8%