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Invesco Preferred ETF

261 hedge funds and large institutions have $2.2B invested in Invesco Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
6.52%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
26
Increased
125
Reduced
58
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
201
Bank of New York Mellon
New York
$190K +$190K +12,632 New
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$185K +$185K +12,800 New
WTB
203
Washington Trust Bank
Washington
$183K
PI
204
PineBridge Investments
New York
$180K
AIP
205
Ahrens Investment Partners
Louisiana
$176K +$7.52K +500 +4%
VAS
206
Valicenti Advisory Services
New York
$169K +$169K +11,225 New
TCM
207
Traynor Capital Management
Pennsylvania
$168K -$23.9K -1,588 -12%
CIC
208
Carnegie Investment Counsel
Ohio
$168K
RG
209
Rathbones Group
United Kingdom
$165K
PWW
210
Pettyjohn Wood & White
Virginia
$165K
CA
211
Continuum Advisory
Idaho
$163K +$7.65K +510 +5%
CIAS
212
Capital Investment Advisory Services
North Carolina
$162K +$162K +10,777 New
BPM
213
Bowling Portfolio Management
Ohio
$157K
BAM
214
Barrett Asset Management
New York
$155K +$21.1K +1,400 +16%
RFA
215
Reilly Financial Advisors
California
$150K
FFW
216
Fusion Family Wealth
New York
$142K +$18.3K +1,215 +15%
SIAS
217
Shine Investment Advisory Services
Colorado
$139K
TWA
218
TCI Wealth Advisors
Arizona
$136K -$6.88K -457 -5%
ST
219
Smithfield Trust
Pennsylvania
$121K
BWP
220
Baldwin Wealth Partners
Massachusetts
$121K
PA
221
Parallel Advisors
California
$116K -$2.16K -145 -2%
HWP
222
Hefty Wealth Partners
Indiana
$91K +$15 +1 +0%
AC
223
Alexandria Capital
Virginia
$77K
CWM
224
Catamount Wealth Management
Connecticut
$68K
PFSC
225
Peoples Financial Services Corp
Pennsylvania
$60K