PGX icon

Invesco Preferred ETF

269 hedge funds and large institutions have $1.9B invested in Invesco Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+27
Holders Change %
+11.16%
% of All Funds
6.72%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
44
Increased
116
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
201
Level Four Advisory Services
Texas
$171K
GRP
202
Global Retirement Partners
California
$170K -$5.79K -383 -3%
CIC
203
Carnegie Investment Counsel
Ohio
$170K +$170K +11,200 New
AIP
204
Ahrens Investment Partners
Louisiana
$169K
RG
205
Rathbones Group
United Kingdom
$166K
PWW
206
Pettyjohn Wood & White
Virginia
$166K
BC
207
Barnett & Company
Tennessee
$161K +$45K +2,975 +39%
BPM
208
Bowling Portfolio Management
Ohio
$158K +$158K +10,431 New
CA
209
Continuum Advisory
Idaho
$157K +$157K +10,361 New
BSB
210
Bangor Savings Bank
Maine
$151K
PFC
211
Phocas Financial Corp
California
$151K
RFA
212
Reilly Financial Advisors
California
$151K
TWA
213
TCI Wealth Advisors
Arizona
$143K +$6.88K +457 +5%
SIAS
214
Shine Investment Advisory Services
Colorado
$140K +$140K +9,235 New
BAM
215
Barrett Asset Management
New York
$134K +$22.6K +1,500 +20%
AA
216
Advisory Alpha
Michigan
$129K +$18.3K +1,208 +17%
WA
217
WFG Advisors
Texas
$127K +$40.3K +2,676 +47%
FFW
218
Fusion Family Wealth
New York
$124K +$124K +8,230 New
ST
219
Smithfield Trust
Pennsylvania
$122K
BWP
220
Baldwin Wealth Partners
Massachusetts
$122K
PA
221
Parallel Advisors
California
$120K -$2.57K -170 -2%
NA
222
NewEdge Advisors
Louisiana
$112K +$112K +7,428 New
HWP
223
Hefty Wealth Partners
Indiana
$91K +$845 +56 +0.9%
ACM
224
AlphaStar Capital Management
North Carolina
$90K +$90K +5,986 New
CTC
225
Central Trust Company
Missouri
$80K +$30.2K +2,000 +61%