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Invesco Financial Preferred ETF
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Overview Fund Activity

204 hedge funds and large institutions have $454M invested in Invesco Financial Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 13 closing their positions.

Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
73
Reduced
65
Closed
13
Calls
$584K
Puts
$2.2M
Net Calls
-$1.62M
Net Calls Change
-$142K

Top Buyers

1
GI
1
Glovista Investments
New Jersey
$3.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.5M
3
FIA
3
Foundations Investment Advisors
Arizona
$29.2M
4
UBS Group
4
UBS Group
Switzerland
$15.9M
5
IAN
5
Integrated Advisors Network
Texas
$4.16M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$648K
2
ETC
2
Exchange Traded Concepts
Oklahoma
$32.6M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$245K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
26
Glovista Investments
New Jersey
$3.41M +$3.41M +176,731 New
Asset Management One
27
Asset Management One
Japan
$3.39M -$274K -14,186 -7%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$3.13M +$46.2K +2,391 +1%
KAS
29
Kestra Advisory Services
Texas
$2.98M -$135K -6,989 -4%
Stifel Financial
30
Stifel Financial
Missouri
$2.94M +$426K +22,072 +17%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.85M +$16K +827 +0.6%
FIM
32
Freedom Investment Management
Connecticut
$2.75M +$4.34K +225 +0.2%
LNC
33
Lincoln National Corp
Pennsylvania
$2.7M +$159K +8,246 +6%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.55M -$611K -31,679 -19%
AWM
35
Accel Wealth Management
Iowa
$2.39M +$589K +30,531 +33%
PFS
36
Prospera Financial Services
Texas
$2.31M +$149K +7,730 +7%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.21M +$59K +3,058 +3%
MA
38
Mutual Advisors
Nebraska
$1.92M +$39.8K +2,065 +2%
FHA
39
Flagship Harbor Advisors
Massachusetts
$1.72M -$110K -5,695 -6%
DIP
40
DT Investment Partners
Pennsylvania
$1.57M +$192K +9,968 +14%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$1.49M +$116 +6 +0%
SFS
42
Sowell Financial Services
Arkansas
$1.41M +$214K +11,072 +18%
HIP
43
HUB Investment Partners
Texas
$1.32M +$23K +1,190 +2%
CRI
44
Colonial River Investments
Virginia
$1.26M +$101K +5,242 +9%
FI
45
Financial Insights
Washington
$1.25M +$1.25M +6,500 New
KFC
46
Klingenstein Fields & Co
New York
$1.25M -$23.1K -1,200 -2%
BAIA
47
Bel Air Investment Advisors
California
$1.21M – – –
RG
48
Retirement Group
California
$1.21M -$47.8K -2,479 -4%
Renaissance Technologies
49
Renaissance Technologies
New York
$1.18M +$313K +16,230 +36%
PP
50
Prudential plc
United Kingdom
$1.16M – – –
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