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Invesco Preferred ETF

362 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+15
Holders Change %
+4.32%
% of All Funds
7.87%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
49
Increased
152
Reduced
101
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
176
Kingsview Wealth Management
Oregon
$484K -$511K -34,935 -51%
Citigroup
177
Citigroup
New York
$475K +$48.9K +3,343 +11%
DWM
178
Dakota Wealth Management
Florida
$472K +$41.7K +2,854 +10%
FNBOO
179
First National Bank of Omaha
Nebraska
$461K +$461K +31,494 New
FNC
180
First National Corp
Massachusetts
$458K -$23.5K -1,607 -5%
FCA
181
FLC Capital Advisors
California
$451K -$20.1K -1,369 -4%
KFA
182
Kays Financial Advisory
Georgia
$446K +$14.8K +1,014 +3%
OC
183
Oppenheimer & Co
New York
$444K -$21.9K -1,498 -5%
DAS
184
Dynamic Advisor Solutions
Arizona
$441K -$185K -12,675 -30%
Barclays
185
Barclays
United Kingdom
$439K
AAM
186
Autus Asset Management
Arizona
$437K
ASN
187
Advisory Services Network
Georgia
$435K +$69.8K +4,773 +19%
PSUF
188
People's United Financial
Connecticut
$431K +$431K +29,431 New
AFC
189
AFT Forsyth & Company
Florida
$430K
QIM
190
Quest Investment Management
Oregon
$422K
WA
191
Wealthstar Advisors
Texas
$409K +$10.8K +730 +3%
MAP
192
Milestone Advisory Partners
North Carolina
$404K
MAFM
193
Mid Atlantic Financial Management
Pennsylvania
$403K -$97.7K -6,677 -20%
MIAN
194
Mariner Independent Advisor Network
Kansas
$398K +$2.18K +149 +0.6%
BAAM
195
Baker Avenue Asset Management
California
$398K +$398K +27,210 New
GSWM
196
Golden State Wealth Management
California
$390K -$14.9K -1,021 -4%
CAN
197
Claraphi Advisory Network
United States
$390K +$191K +13,072 +96%
FGAM
198
Financial Gravity Asset Management
Texas
$389K -$105K -7,181 -21%
LF
199
Lantz Financial
Illinois
$384K -$41.4K -2,825 -10%
FI
200
Financial Insights
Washington
$378K +$32.3K +2,175 +9%