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Invesco Financial Preferred ETF
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Overview Fund Activity

205 hedge funds and large institutions have $432M invested in Invesco Financial Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
69
Reduced
66
Closed
20
Calls
$264K
Puts
$1.74M
Net Calls
-$1.48M
Net Calls Change
-$1.7M

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$25.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$65.8M
3
GI
3
Gradient Investments
Minnesota
$5.18M
4
GM
4
GeoWealth Management
Illinois
$4.48M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.19M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.65M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.54M
4
GI
4
Glovista Investments
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$3.09M 163,721 -70,197 -30%
KAS
27
Kestra Advisory Services
Texas
$3.05M 161,598 +8,188 +5%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$3.01M 159,698 +159,698 New
RJA
29
Raymond James & Associates
Florida
$2.94M 155,572 +20,956 +16%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.77M 146,826 -7,510 -5%
FIM
31
Freedom Investment Management
Connecticut
$2.69M 142,530 +142,530 New
LNC
32
Lincoln National Corp
Pennsylvania
$2.49M 131,656 +17,278 +15%
Stifel Financial
33
Stifel Financial
Missouri
$2.46M 130,277 +22,339 +21%
Wolverine Trading
34
Wolverine Trading
Illinois
$2.38M 126,736 -89,906 -41%
IAN
35
Integrated Advisors Network
Texas
$2.3M 121,726 +13,764 +13%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
– – – –
PFS
37
Prospera Financial Services
Texas
$2.11M 111,896 +14,349 +15%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.1M 111,455 +17,024 +18%
MA
39
Mutual Advisors
Nebraska
$1.84M 97,487 -5,669 -5%
FHA
40
Flagship Harbor Advisors
Massachusetts
$1.79M 94,769 -4,578 -5%
AWM
41
Accel Wealth Management
Iowa
$1.77M 93,503 +28,174 +43%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.54M 81,451 -126,547 -61%
FANJ
43
Financial Architects (New Jersey)
New Jersey
$1.46M 77,306 -163 -0.2%
DIP
44
DT Investment Partners
Pennsylvania
$1.35M 71,622 +9,003 +14%
HIP
45
HUB Investment Partners
Texas
$1.27M 67,131 -2,944 -4%
KFC
46
Klingenstein Fields & Co
New York
$1.25M 66,050 +700 +1%
RG
47
Retirement Group
California
$1.23M 64,943 +27,802 +75%
BAIA
48
Bel Air Investment Advisors
California
$1.18M 62,649 +62,649 New
SFS
49
Sowell Financial Services
Arkansas
$1.17M 61,903 +1,788 +3%
PFA
50
Paradigm Financial Advisors
Missouri
$1.14M 60,248 -39,933 -40%
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