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Invesco Preferred ETF

344 hedge funds and large institutions have $1.91B invested in Invesco Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 78 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
7.68%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
74
Increased
78
Reduced
142
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
201
JPMorgan Chase & Co
New York
$270K +$170K +12,601 +169%
GWAG
202
Garrett Wealth Advisory Group
Texas
$270K +$270K +20,107 New
Neuberger Berman Group
203
Neuberger Berman Group
New York
$268K +$268K +19,911 New
PO
204
Private Ocean
California
$264K
RTS
205
Round Table Services
New Jersey
$264K +$264K +19,625 New
WWM
206
Western Wealth Management
Colorado
$263K +$263K +19,326 New
WCM
207
Weatherstone Capital Management
Colorado
$262K -$4.87M -339,467 -95%
AFNAS
208
American Financial Network Advisory Services
California
$262K -$112K -8,295 -30%
BJL
209
Brighton Jones LLC
Washington
$260K +$3.89K +289 +2%
NSIM
210
North Star Investment Management
Illinois
$251K +$3.01K +223 +1%
OMC
211
Old Mission Capital
Illinois
$242K +$242K +17,943 New
MWP
212
MYCIO Wealth Partners
Pennsylvania
$241K
CFN
213
Cordasco Financial Network
Florida
$237K
CI
214
CX Institutional
Indiana
$234K +$153K +11,370 +188%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$232K +$24.1K +1,791 +12%
PA
216
Parkside Advisors
California
$229K +$229K +16,988 New
PFC
217
Phocas Financial Corp
California
$228K -$243K
SB
218
Suntrust Banks
Georgia
$225K +$62.7K +4,642 +39%
DP
219
Dearborn Partners
Illinois
$222K -$68.2K -5,055 -24%
ACG
220
Allen Capital Group
Nebraska
$222K -$33.6K -2,399 -13%
PPP
221
Private Portfolio Partners
New Jersey
$221K +$221K +16,437 New
ASN
222
Advisory Services Network
Georgia
$211K +$6.49K +482 +3%
JIC
223
Joel Isaacson & Co
New York
$210K +$210K +15,045 New
BF
224
BOK Financial
Oklahoma
$205K -$2.35K -175 -1%
FAAS
225
First Allied Advisory Services
California
$203K -$2.84M -211,098 -93%