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Invesco Preferred ETF

242 hedge funds and large institutions have $1.73B invested in Invesco Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
242
Holders Change
+10
Holders Change %
+4.31%
% of All Funds
6.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
35
Increased
88
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WAM
201
Wolverine Asset Management
Illinois
$62K 4,200 +4,200 New
PFSC
202
Peoples Financial Services Corp
Pennsylvania
$59K 4,000 +4,000 New
SA
203
SRH Advisors
Kansas
$52K 3,500
IF
204
Ironwood Financial
Arizona
$49K 3,290 -1,430 -30%
CTC
205
Central Trust Company
Missouri
$49K 3,305 +555 +20%
BBPWM
206
Blue Bell Private Wealth Management
Pennsylvania
$38K 2,578 -375 -13%
GBT
207
Grove Bank & Trust
Florida
$36K 2,450
SBL
208
Sargent Bickham Lagudis
Colorado
$35K 2,375 +2,375 New
WP
209
WealthPLAN Partners
Nebraska
$34.2K 2,295 +2,295 New
SEI Investments
210
SEI Investments
Pennsylvania
$33K 2,259 -198 -8%
WEC
211
Winslow Evans & Crocker
Massachusetts
$26.8K 1,810 -190 -10%
KPCM
212
Kings Point Capital Management
New York
$26K 1,750 -250 -13%
TIM
213
Tortoise Investment Management
New York
$26K 1,730 +1,730 New
MSFP
214
Mark Sheptoff Financial Planning
Connecticut
$25K 1,701 +1 +0.1%
SF
215
Synovus Financial
Georgia
$21K 1,440
AIM
216
Advantage Investment Management
Iowa
$15K 1,000
FCMT
217
Founders Capital Management (Texas)
Texas
$15K 1,000 +1,000 New
NSIM
218
North Star Investment Management
Illinois
$14K 962 +14 +1%
SPIA
219
Steward Partners Investment Advisory
New York
$12K 850
WB
220
Webster Bank
Connecticut
$12K 826 +446 +117%
FWM
221
Focused Wealth Management
New York
$11K 775 +11 +1%
BTIS
222
BB&T Investment Services
North Carolina
$11K 723 +723 New
AWMS
223
Advocacy Wealth Management Services
Georgia
$10K 651 -29,207 -98%
SNT
224
Security National Trust
West Virginia
$10K 700
SIC
225
Salem Investment Counselors
North Carolina
$10K 687 +10 +1%