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Invesco Preferred ETF

347 hedge funds and large institutions have $2.04B invested in Invesco Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
7.52%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
45
Increased
125
Reduced
114
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
201
FFT Wealth Management
Pennsylvania
$330K -$207K -14,293 -39%
CAN
202
Cetera Advisor Networks
California
$321K -$326K -22,665 -50%
TC
203
TownSquare Capital
Utah
$321K -$57.3K -3,948 -15%
TD Asset Management
204
TD Asset Management
Ontario, Canada
$319K
N
205
Natixis
France
$313K +$313K +21,705 New
AI
206
Atria Investments
North Carolina
$291K -$964K -66,534 -77%
VAS
207
Valicenti Advisory Services
New York
$291K -$16K -1,100 -5%
Neuberger Berman Group
208
Neuberger Berman Group
New York
$291K +$2.29K +158 +0.8%
RF
209
RHS Financial
California
$290K -$258K -17,782 -47%
RTS
210
Round Table Services
New Jersey
$285K
BJL
211
Brighton Jones LLC
Washington
$284K +$4K +276 +1%
AFNAS
212
American Financial Network Advisory Services
California
$282K
AWM
213
AE Wealth Management
Kansas
$278K +$76.5K +5,269 +38%
NSIM
214
North Star Investment Management
Illinois
$273K +$3.08K +212 +1%
BF
215
BOK Financial
Oklahoma
$266K +$45.1K +3,113 +20%
IA
216
IFG Advisory
Georgia
$261K -$50K -3,452 -16%
MWP
217
MYCIO Wealth Partners
Pennsylvania
$260K
HIM
218
Hillsdale Investment Management
Ontario, Canada
$260K +$56.6K +3,900 +28%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$259K +$9.05K +624 +4%
SIS
220
Sound Income Strategies
Florida
$255K +$46.6K +3,217 +22%
CAGAS
221
Capital Advisory Group Advisory Services
Minnesota
$254K +$167K +11,525 +192%
CI
222
CX Institutional
Indiana
$252K
AB
223
Atlas Brown
Kentucky
$248K -$71.8K -4,944 -22%
PA
224
Parkside Advisors
California
$246K +$101 +7 +0%
PFC
225
Phocas Financial Corp
California
$245K -$228K