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Invesco Preferred ETF

320 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
7.34%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.3%
New
43
Increased
101
Reduced
125
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$280K +$29.9K +2,049 +12%
KFA
202
Kays Financial Advisory
Georgia
$272K +$272K +18,640 New
BJL
203
Brighton Jones LLC
Washington
$271K -$47K -3,216 -15%
CFN
204
Cordasco Financial Network
Florida
$257K
WS
205
Wedbush Securities
California
$255K -$26.3K -1,800 -9%
GT
206
Glenview Trust
Kentucky
$253K -$344K -23,610 -58%
MC
207
Moors & Cabot
Massachusetts
$252K +$1.11K +76 +0.4%
KWM
208
Kingsview Wealth Management
Oregon
$250K +$32.6K +2,233 +15%
CW
209
CreativeOne Wealth
Kansas
$247K +$247K +16,906 New
BRWA
210
B. Riley Wealth Advisors
Florida
$242K +$242K +16,540 New
MAM
211
Marquette Asset Management
Minnesota
$239K +$239K +16,343 New
CRWM
212
Castle Rock Wealth Management
California
$235K -$133K -9,106 -36%
BF
213
BOK Financial
Oklahoma
$223K -$313K -21,503 -58%
GG
214
GenWealth Group
New Jersey
$220K
VF
215
Virtu Financial
New York
$216K -$404K -27,712 -65%
CCG
216
Chatham Capital Group
Georgia
$215K
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$214K -$2.47M -169,497 -92%
CA
218
Cynosure Advisors
Utah
$212K +$212K +14,552 New
Wolverine Trading
219
Wolverine Trading
Illinois
$209K -$1.9M -130,136 -90%
NFC
220
Northeast Financial Consultants
Connecticut
$200K
YMRC
221
Yorktown Management & Research Company
Virginia
$200K +$200K +13,700 New
TCM
222
Traynor Capital Management
Pennsylvania
$199K +$43K +2,961 +28%
PWMAG
223
Pinnacle Wealth Management Advisory Group
New Jersey
$198K -$9.05K -620 -4%
WA
224
WESPAC Advisors
California
$197K
MCWS
225
McKinley Carter Wealth Services
West Virginia
$196K +$14.5K +995 +8%