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Invesco Financial Preferred ETF

224 hedge funds and large institutions have $250M invested in Invesco Financial Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 81 reducing their positions, and 15 closing their positions.

Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
51
Reduced
81
Closed
15
Calls
$220K
Puts
$24K
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
GC
26
Guggenheim Capital
Illinois
$1.63M +$317K +22,037 +24%
Asset Management One
27
Asset Management One
Japan
$1.58M -$9.8K -680 -0.6%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.55M -$117K -8,102 -7%
DIP
29
DT Investment Partners
Pennsylvania
$1.5M +$7.98K +554 +0.5%
AP
30
Appleton Partners
Massachusetts
$1.37M -$1.33M -92,191 -49%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$1.36M -$1.23M -85,587 -48%
SFS
32
Sowell Financial Services
Arkansas
$1.33M +$28.4K +1,971 +2%
RJA
33
Raymond James & Associates
Florida
$1.26M -$234K -16,241 -16%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.25M +$56.2K +3,903 +5%
LNC
35
Lincoln National Corp
Pennsylvania
$1.2M -$1.07M -74,393 -47%
FCA
36
FinTrust Capital Advisors
South Carolina
$1.19M -$1.63M -113,535 -58%
CAN
37
Cetera Advisor Networks
California
$1.18M -$84.5K -5,865 -7%
IRC
38
Investors Research Corp
Georgia
$1.17M +$209K +14,489 +22%
WA
39
Waverly Advisors
Alabama
$1.15M -$44.8K -3,113 -4%
BFS
40
Bard Financial Services
Connecticut
$1.14M +$700K +48,600 +160%
SCM
41
Sterneck Capital Management
Missouri
$1.12M +$1.12M +77,860 New
AC
42
Avory & Company
Florida
$1.09M +$42.6K +2,959 +4%
WAM
43
Walker Asset Management
Missouri
$1.07M -$277K -19,253 -21%
RPCA
44
Running Point Capital Advisors
California
$952K -$39K -2,705 -4%
ACM
45
AlphaStar Capital Management
North Carolina
$925K +$925K +64,221 New
PA
46
Parkside Advisors
California
$910K +$910K +63,173 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$870K -$475K -32,980 -35%
DADC
48
D.A. Davidson & Co
Montana
$856K +$2.88K +200 +0.3%
Truist Financial
49
Truist Financial
North Carolina
$845K -$5.98K -415 -0.7%
FMB
50
Field & Main Bank
Kentucky
$824K -$2.02K -140 -0.2%