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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
DADC
26
D.A. Davidson & Co
Montana
$1.07M
HighTower Advisors
27
HighTower Advisors
Illinois
$1.02M
Ameriprise
28
Ameriprise
Minnesota
$949K
FIM
29
Freedom Investment Management
Connecticut
$926K
MML Investors Services
30
MML Investors Services
Massachusetts
$871K
RH
31
RFG Holdings
Texas
$864K
MWM
32
Maripau Wealth Management
Indiana
$823K
RSS
33
Rosenblum Silverman Sutton
California
$816K
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$775K
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$755K
AWM
36
Accel Wealth Management
Iowa
$743K
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$738K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$698K
SFS
39
Sowell Financial Services
Arkansas
$695K
CCP
40
Cushing Capital Partners
Wisconsin
$619K
LWM
41
LJI Wealth Management
Indiana
$570K
WAM
42
Walker Asset Management
Missouri
$567K
AC
43
Avory & Company
Florida
$437K
Jones Financial Companies
44
Jones Financial Companies
Missouri
$435K
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$423K
KAS
46
Kestra Advisory Services
Texas
$418K
CL
47
CIM LLC
New York
$412K
CIA
48
Capital Investment Advisors
Georgia
$408K
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$400K
MWM
50
MGB Wealth Management
Texas
$392K