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Invesco Financial Preferred ETF

159 hedge funds and large institutions have $147M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 51 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
IAIM
26
International Assets Investment Management
Florida
$1.09M
DADC
27
D.A. Davidson & Co
Montana
$1.07M
HighTower Advisors
28
HighTower Advisors
Illinois
$1.02M
Ameriprise
29
Ameriprise
Minnesota
$949K
FIM
30
Freedom Investment Management
Connecticut
$926K
MML Investors Services
31
MML Investors Services
Massachusetts
$871K
RH
32
RFG Holdings
Texas
$864K
MWM
33
Maripau Wealth Management
Indiana
$823K
RSS
34
Rosenblum Silverman Sutton
California
$816K
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$775K
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$755K
AWM
37
Accel Wealth Management
Iowa
$743K
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$738K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$698K
SFS
40
Sowell Financial Services
Arkansas
$695K
CCP
41
Cushing Capital Partners
Wisconsin
$619K
LWM
42
LJI Wealth Management
Indiana
$570K
WAM
43
Walker Asset Management
Missouri
$567K
AC
44
Avory & Company
Florida
$437K
Jones Financial Companies
45
Jones Financial Companies
Missouri
$435K
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$423K
KAS
47
Kestra Advisory Services
Texas
$418K
CL
48
CIM LLC
New York
$412K
CIA
49
Capital Investment Advisors
Georgia
$408K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$400K