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Invesco Preferred ETF

213 hedge funds and large institutions have $1.77B invested in Invesco Preferred ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
5.69%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
36
Increased
99
Reduced
52
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
201
Winch Advisory Services
Wisconsin
$10K +$138 +9 +1%
CP
202
Corbenic Partners
Pennsylvania
$9K +$9K +600 New
HCM
203
Highlander Capital Management
New Jersey
$6K
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$5K
EWM
205
Edge Wealth Management
New York
$3K
SCM
206
Southport Capital Management
Tennessee
$3K +$3K +173 New
JCM
207
Jacobi Capital Management
Pennsylvania
$3K +$3K +177 New
FIB
208
First Interstate Bank
Montana
$3K +$3K +220 New
AssetMark Inc
209
AssetMark Inc
California
$2K +$1.51K +107 +306%
MA
210
MUFG Americas
New York
$1K -$12.6K -679 -93%
GBBWRPM
211
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K +$1K +106 New
FHC
212
First Heartland Consultants
Missouri
$185 -$20 -1,300 -10%
AIG
213
American International Group
New York
-$5.95M -399,014 Closed
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
-$5.42M -363,531 Closed
HW
215
Hancock Whitney
Mississippi
-$3.03K -203,116 Closed
FA
216
FDx Advisors
Illinois
-$1.67M -111,575 Closed
TFA
217
Transamerica Financial Advisors
Florida
-$1.34M -89,566 Closed
WP
218
WealthSource Partners
California
-$1.12M -74,983 Closed
HIM
219
Hillsdale Investment Management
Ontario, Canada
-$888K -59,500 Closed
SS
220
Simplicity Solutions
Minnesota
-$839K -56,241 Closed
AIM
221
Advantage Investment Management
Iowa
-$720K -48,282 Closed
FNBT
222
FineMark National Bank & Trust
Florida
-$669K -44,870 Closed
CAM
223
Concorde Asset Management
Michigan
-$264K -18,089 Closed
ACM
224
Avalon Capital Management
California
-$255K -17,114 Closed
BW
225
Bison Wealth
Georgia
-$216K -14,517 Closed