PGX icon

Invesco Preferred ETF

318 hedge funds and large institutions have $2.24B invested in Invesco Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
48
Increased
104
Reduced
109
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GT
201
Glenview Trust
Kentucky
$248K
PFC
202
Phocas Financial Corp
California
$243K -$146K
MC
203
Moors & Cabot
Massachusetts
$241K -$36.9K -2,577 -13%
WS
204
Wedbush Securities
California
$241K -$2.35K -164 -1%
SIS
205
Sound Income Strategies
Florida
$236K +$106K +7,383 +81%
FHC
206
First Heartland Consultants
Missouri
$235K +$235K +16,421 New
KWMG
207
King Wealth Management Group
Florida
$234K -$133K -9,300 -36%
LWS
208
Lucia Wealth Services
California
$222K -$78.2K -5,446 -26%
BF
209
BOK Financial
Oklahoma
$221K
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$221K +$37.8K +2,640 +21%
KA
211
Kovack Advisors
Florida
$220K -$20.7K -1,450 -9%
CCG
212
Chatham Capital Group
Georgia
$219K +$35.8K +2,500 +20%
ASN
213
Advisory Services Network
Georgia
$217K +$58.8K +4,114 +37%
DC
214
Davenport & Co
Virginia
$215K -$19.3K -1,351 -8%
GG
215
GenWealth Group
New Jersey
$213K
AWA
216
Arete Wealth Advisors
Illinois
$213K +$213K +14,873 New
AF
217
Advisornet Financial
Minnesota
$210K +$29.6K +2,060 +16%
PWMAG
218
Pinnacle Wealth Management Advisory Group
New Jersey
$204K -$6.1K -426 -3%
BAM
219
Belpointe Asset Management
Nevada
$204K +$204K +14,221 New
TPWA
220
TRUE Private Wealth Advisors
Oregon
$203K +$42.9K +2,993 +27%
SFS
221
Sowell Financial Services
Arkansas
$200K +$72 +5 +0%
DJSG
222
D.J. St. Germain
Massachusetts
$199K +$199K +13,926 New
CAN
223
Claraphi Advisory Network
United States
$195K -$7.16K -500 -4%
GHA
224
GW Henssler & Associates
Georgia
$190K -$215 -15 -0.1%
NA
225
Navellier & Associates
Nevada
$190K