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Invesco Preferred ETF

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
201
Carroll Financial Associates
North Carolina
$363K +$14.9K +1,003 +4%
PFS
202
Prospera Financial Services
Texas
$350K +$69.2K +4,674 +25%
AFC
203
AFT Forsyth & Company
Florida
$350K +$350K +23,525 New
JPMorgan Chase & Co
204
JPMorgan Chase & Co
New York
$342K -$81.6K -5,495 -19%
NPP
205
New Potomac Partners
Maryland
$338K +$338K +22,770 New
IA
206
IFG Advisory
Georgia
$333K +$333K +22,448 New
SI
207
SII Investments
Wisconsin
$327K -$360K -24,271 -52%
BJL
208
Brighton Jones LLC
Washington
$323K -$9.4K -633 -3%
LPIC
209
LeJeune Puetz Investment Counsel
Michigan
$314K
TD Asset Management
210
TD Asset Management
Ontario, Canada
$311K
RJT
211
Raymond James Trust
Florida
$308K -$5.56K -375 -2%
BC
212
Burney Company
Virginia
$307K +$25.2K +1,695 +9%
BC
213
Burleson & Co
California
$301K +$301K +20,231 New
CAC
214
Certified Advisory Corp
Florida
$294K +$294K +19,823 New
PO
215
Private Ocean
California
$292K -$13.5K -905 -4%
WS
216
Wedbush Securities
California
$286K
PP
217
PagnatoKarp Partners
Virginia
$283K +$3.9K +262 +1%
EAM
218
Evanson Asset Management
California
$277K -$1.63K -110 -0.6%
RW
219
Rand Wealth
Maryland
$264K -$59.4K -4,000 -18%
CFN
220
Cordasco Financial Network
Florida
$262K -$74.4K -5,000 -22%
PAS
221
Park Avenue Securities
New York
$261K +$64.2K +4,360 +33%
CAG
222
Csenge Advisory Group
Florida
$260K -$18.4K -1,240 -7%
MC
223
Moors & Cabot
Massachusetts
$256K +$256K +17,211 New
BFEC
224
Benjamin F. Edwards & Company
Missouri
$255K -$35K -2,351 -12%
VAS
225
Valicenti Advisory Services
New York
$252K +$84.9K +5,700 +51%