PGX icon

Invesco Preferred ETF

242 hedge funds and large institutions have $1.73B invested in Invesco Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
242
Holders Change
+10
Holders Change %
+4.31%
% of All Funds
6.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
35
Increased
88
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$399M 26,906,186 +4,870,571 +22%
Wells Fargo
2
Wells Fargo
California
$360M 24,265,621 +2,448,067 +11%
Morgan Stanley
3
Morgan Stanley
New York
$128M 8,649,797 -962,588 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$102M 6,903,613 +299,845 +5%
Ameriprise
5
Ameriprise
Minnesota
$78.1M 5,274,129 +729,500 +16%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$70.8M 4,778,983 -1,741,350 -27%
LPL Financial
7
LPL Financial
California
$45.7M 3,059,882 +427,319 +16%
Invesco
8
Invesco
Georgia
$42.9M 2,897,827 +55,155 +2%
UBS Group
9
UBS Group
Switzerland
$40.5M 2,729,563 -133,930 -5%
Creative Planning
10
Creative Planning
Kansas
$39M 2,632,043 +60,381 +2%
HNB
11
Huntington National Bank
Ohio
$34.5M 14,165
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.2M 1,092,661 -25,595 -2%
FAAS
13
First Allied Advisory Services
California
$14.6M 982,462 -155,905 -14%
KIA
14
KCM Investment Advisors
California
$13.1M 882,507 +44,173 +5%
Goldman Sachs
15
Goldman Sachs
New York
$11.8M 796,884 +145,699 +22%
CFA
16
Camarda Financial Advisors
Florida
$11.5M 775,683 +344,032 +80%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$11.1M 751,928 +74,040 +11%
BMM
18
Buffington Mohr McNeal
Idaho
$10.4M 701,630 +3,950 +0.6%
CFP
19
Cornerstone Financial Partners
North Carolina
$10.2M 687,647 -75,632 -10%
Prudential Financial
20
Prudential Financial
New Jersey
$9.71M 655,488 +296,395 +83%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$9.48M 639,711 +40,354 +7%
IAA
22
Independent Advisor Alliance
North Carolina
$9.45M 633,759 +633,759 New
FNBTCON
23
First National Bank & Trust Co of Newtown
Pennsylvania
$9.41M 635,169 +5,524 +0.9%
AAP
24
Arax Advisory Partners
Colorado
$9.05M 610,965 +34,179 +6%
NFG
25
Noven Financial Group
Colorado
$7.81M 527,120 -27,255 -5%