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Invesco Preferred ETF

227 hedge funds and large institutions have $1.95B invested in Invesco Preferred ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+14
Holders Change %
+6.57%
% of All Funds
6.07%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.43%
New
38
Increased
112
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BBPWM
201
Blue Bell Private Wealth Management
Pennsylvania
$40K +$40K +2,640 New
KF
202
Krilogy Financial
Missouri
$31K -$47.9K -3,129 -61%
SEI Investments
203
SEI Investments
Pennsylvania
$29K +$29K +1,930 New
MSFP
204
Mark Sheptoff Financial Planning
Connecticut
$26K
SIG
205
Stanford Investment Group
California
$22K
BC
206
Barnett & Company
Tennessee
$18K
Mariner
207
Mariner
Kansas
$18K +$18K +1,170 New
FANJ
208
Financial Architects (New Jersey)
New Jersey
$17K +$241 +16 +1%
HRC
209
Hoertkorn Richard Charles
$15K
NSIM
210
North Star Investment Management
Illinois
$14K +$195 +13 +1%
SNT
211
Security National Trust
West Virginia
$11K
FWM
212
Focused Wealth Management
New York
$11K +$146 +10 +1%
TC
213
Trust Company
Kansas
$11K +$11K +746 New
WAS
214
Winch Advisory Services
Wisconsin
$10K +$136 +9 +1%
AIM
215
Advantage Investment Management
Iowa
$8K +$8K +500 New
PFG
216
Piershale Financial Group
Illinois
$7K -$9.86K -638 -58%
HCM
217
Highlander Capital Management
New Jersey
$6K
SFG
218
SevenBridge Financial Group
Pennsylvania
$5K -$6.92K -426 -58%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$5K
AIM
220
Anchor Investment Management
South Carolina
$3.78K +$3.78K +250 New
JCM
221
Jacobi Capital Management
Pennsylvania
$3K
EWM
222
Edge Wealth Management
New York
$3K
PG
223
Patten Group
Tennessee
$2.09K +$2.09K +140 New
MA
224
MUFG Americas
New York
$1K
GWS
225
Glassman Wealth Services
Virginia
$1K +$1K +93 New