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Invesco Preferred ETF

347 hedge funds and large institutions have $2.04B invested in Invesco Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
7.52%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
45
Increased
125
Reduced
114
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
176
Autus Asset Management
Arizona
$432K
SXL
177
Summit X LLC
Missouri
$428K +$20.7K +1,430 +5%
DWM
178
Dakota Wealth Management
Florida
$428K +$111K +7,595 +35%
AFC
179
AFT Forsyth & Company
Florida
$427K
KFA
180
Kays Financial Advisory
Georgia
$427K +$57.9K +4,000 +16%
Citigroup
181
Citigroup
New York
$422K -$168K -11,561 -28%
LF
182
Lantz Financial
Illinois
$421K +$421K +29,003 New
QIM
183
Quest Investment Management
Oregon
$418K
HIS
184
Harvest Investment Services
Illinois
$416K +$416K +28,574 New
GSWM
185
Golden State Wealth Management
California
$401K +$401K +27,688 New
MAP
186
Milestone Advisory Partners
North Carolina
$400K
WA
187
Wealthstar Advisors
Texas
$396K -$15.8K -1,076 -4%
M&T Bank
188
M&T Bank
New York
$395K +$187K +12,861 +90%
MIAN
189
Mariner Independent Advisor Network
Kansas
$393K -$67.5K -4,646 -15%
CWM
190
Cornerstone Wealth Management
Missouri
$392K +$392K +4,892 New
MPW
191
MA Private Wealth
California
$390K -$346K -23,825 -47%
CWS
192
Cypress Wealth Services
California
$378K -$192K -13,263 -34%
LHC
193
Little House Capital
Massachusetts
$366K -$23.8K -1,640 -6%
ASN
194
Advisory Services Network
Georgia
$362K +$135K +9,320 +60%
CIA
195
Capital Investment Advisors
Georgia
$359K -$144K -9,957 -29%
IWM
196
IHT Wealth Management
Illinois
$357K -$85.2K -5,883 -19%
KFC
197
Klingenstein Fields & Co
New York
$350K -$580K -40,000 -62%
BFEC
198
Benjamin F. Edwards & Company
Missouri
$345K -$32.3K -2,229 -9%
FI
199
Financial Insights
Washington
$338K
CW
200
CreativeOne Wealth
Kansas
$334K -$89.5K -6,168 -21%