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Invesco Financial Preferred ETF

159 hedge funds and large institutions have $146M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
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
$298K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
UBS Group
2
UBS Group
Switzerland
$15.7M
LPL Financial
3
LPL Financial
California
$13.8M
Wells Fargo
4
Wells Fargo
California
$11.6M
Bank of America
5
Bank of America
North Carolina
$9.54M
PAG
6
Private Advisor Group
New Jersey
$5.22M
EW
7
Evoke Wealth
California
$4.49M
NSIM
8
North Star Investment Management
Illinois
$4.04M
IRC
9
Investors Research Corp
Georgia
$3.88M
SAW
10
Signal Advisors Wealth
Michigan
$2.51M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.25M
Stifel Financial
12
Stifel Financial
Missouri
$2.1M
WAS
13
Wealth Advisory Solutions
Indiana
$1.79M
Raymond James Financial
14
Raymond James Financial
Florida
$1.74M
SCM
15
Sterneck Capital Management
Missouri
$1.7M
FMB
16
Field & Main Bank
Kentucky
$1.51M
PFS
17
Prospera Financial Services
Texas
$1.43M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.31M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.18M
LRWM
20
Lord & Richards Wealth Management
Colorado
$1.17M
MFG
21
Magnus Financial Group
New York
$1.16M
IAN
22
Integrated Advisors Network
Texas
$1.15M
Osaic Holdings
23
Osaic Holdings
Arizona
$1.1M
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.1M
IAIM
25
International Assets Investment Management
Florida
$1.09M