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Invesco Financial Preferred ETF

150 hedge funds and large institutions have $140M invested in Invesco Financial Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.2M
UBS Group
2
UBS Group
Switzerland
$18.2M
LPL Financial
3
LPL Financial
California
$10.6M
Bank of America
4
Bank of America
North Carolina
$10.1M
Wells Fargo
5
Wells Fargo
California
$8.5M
IRC
6
Investors Research Corp
Georgia
$4.85M
PAG
7
Private Advisor Group
New Jersey
$4.62M
NSIM
8
North Star Investment Management
Illinois
$4.38M
EW
9
Evoke Wealth
California
$4.15M
SAW
10
Signal Advisors Wealth
Michigan
$2.97M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.47M
Raymond James Financial
12
Raymond James Financial
Florida
$2.25M
RSS
13
Rosenblum Silverman Sutton
California
$2.22M
SCM
14
Sterneck Capital Management
Missouri
$1.98M
SA
15
Sanctuary Advisors
Indiana
$1.89M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.79M
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.6M
WAS
18
Wealth Advisory Solutions
Indiana
$1.53M
PFS
19
Prospera Financial Services
Texas
$1.48M
Osaic Holdings
20
Osaic Holdings
Arizona
$1.42M
FMB
21
Field & Main Bank
Kentucky
$1.33M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.19M
MFG
23
Magnus Financial Group
New York
$1.19M
LRWM
24
Lord & Richards Wealth Management
Colorado
$1.16M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.15M