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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$552M 41,009,887 -3,251,817 -7%
Wells Fargo
2
Wells Fargo
California
$309M 22,914,190 -3,363,940 -13%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$115M 8,545,941 -348,705 -4%
Morgan Stanley
4
Morgan Stanley
New York
$108M 8,045,260 -976,070 -11%
Ameriprise
5
Ameriprise
Minnesota
$94.8M 7,002,050 -486,363 -6%
CFG
6
CNO Financial Group
Indiana
$47.9M 3,552,423
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$47.8M 3,545,621 -1,660,812 -32%
UBS Group
8
UBS Group
Switzerland
$43.6M 3,238,209 +174,026 +6%
HNB
9
Huntington National Bank
Ohio
LPL Financial
10
LPL Financial
California
$34.9M 2,591,496 -1,273,842 -33%
TLP
11
Trinity Legacy Partners
Texas
$25.4M 1,888,271 +1,888,271 New
PP
12
PagnatoKarp Partners
Virginia
$21M 1,557,444 +1,537,612 +7,753%
Invesco
13
Invesco
Georgia
$19.5M 1,448,813 -160,440 -10%
Prudential Financial
14
Prudential Financial
New Jersey
$17.6M 1,305,788 +153,400 +13%
MML Investors Services
15
MML Investors Services
Massachusetts
$17.4M 1,288,428 +22,584 +2%
EWM
16
Edge Wealth Management
New York
$14.7M 1,093,840 +1,093,840 New
Cohen & Steers
17
Cohen & Steers
New York
$14.2M 1,054,670 -1,485,375 -58%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$12.9M 954,721 +251,463 +36%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$12.1M 900,852 -1,397,315 -61%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.9M 882,509 -251,635 -22%
BTS
21
BB&T Securities
Virginia
$11.4M 847,930 -12,723 -1%
KIA
22
KCM Investment Advisors
California
$10.4M 773,706 -84,423 -10%
PT
23
Plimoth Trust
Massachusetts
$10M 744,097 -1,043 -0.1%
AG
24
Advisor Group
Arizona
$9.6M 712,265 -185,341 -21%
AIA
25
Avalon Investment & Advisory
Texas
$9.57M 710,693 -50,822 -7%