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Invesco Financial Preferred ETF

157 hedge funds and large institutions have $148M invested in Invesco Financial Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 19.71%19.35% (-0.37%)

3% less funds holding

Funds holding: 162157 (-5)

6% less capital invested

Capital invested by funds: $157M → $148M (-$8.84M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
44
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.18M -$94.5K -6,582 -7%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.11M +$593K +41,321 +112%
DADC
28
D.A. Davidson & Co
Montana
$1.06M
Comerica Bank
29
Comerica Bank
Texas
$1M -$108K -7,549 -10%
P
30
&Partners
Tennessee
$924K +$938K +65,323 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$911K -$113K -7,888 -11%
MML Investors Services
32
MML Investors Services
Massachusetts
$882K -$5.74K -400 -0.6%
MWM
33
Maripau Wealth Management
Indiana
$870K +$97.4K +6,787 +12%
IAN
34
Integrated Advisors Network
Texas
$852K -$282K -19,649 -25%
IAIM
35
International Assets Investment Management
Florida
$780K -$293K -20,401 -27%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$776K
HighTower Advisors
37
HighTower Advisors
Illinois
$761K -$263K -18,290 -25%
CCP
38
Cushing Capital Partners
Wisconsin
$699K -$11.5K -800 -2%
Ameriprise
39
Ameriprise
Minnesota
$653K -$201K -14,019 -23%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$636K -$34.3K -2,392 -5%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$593K +$226K +15,730 +60%
LWM
42
LJI Wealth Management
Indiana
$587K +$8.38K +584 +1%
WAM
43
Walker Asset Management
Missouri
$515K -$32.3K -2,250 -6%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$491K -$4.58K -319 -0.9%
AWM
45
Accel Wealth Management
Iowa
$470K -$83.9K -5,842 -15%
RH
46
RFG Holdings
Texas
$454K -$131K -9,116 -22%
HF
47
HRT Financial
New York
$405K +$167K +11,619 +68%
MWM
48
MGB Wealth Management
Texas
$390K +$818 +57 +0.2%
CL
49
CIM LLC
New York
$389K -$15.7K -1,095 -4%
OC
50
Oppenheimer & Co
New York
$378K +$31.8K +2,214 +9%