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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 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$374K
CFG
52
Citizens Financial Group
Rhode Island
$373K
CG
53
Caprock Group
Idaho
$369K
NA
54
NewEdge Advisors
Louisiana
$365K
Truist Financial
55
Truist Financial
North Carolina
$356K
HAG
56
HF Advisory Group
Maryland
$339K
PMG
57
ProVise Management Group
Florida
$338K
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$331K
LEFP
59
Leading Edge Financial Planning
Tennessee
$328K
AC
60
Avory & Company
Florida
$325K
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$306K
WFC
62
Western Financial Corp
California
$296K
AQR Capital Management
63
AQR Capital Management
Connecticut
$290K
AA
64
Ancora Advisors
Ohio
$283K
KAS
65
Kestra Advisory Services
Texas
$279K
JPLA
66
Joseph P. Lucia & Associates
New York
$267K
IFWM
67
Institute for Wealth Management
Colorado
$262K
SG
68
StoneX Group
New York
$254K
Fiera Capital (Canada)
69
Fiera Capital (Canada)
Quebec, Canada
$244K
DP
70
Dearborn Partners
Illinois
$242K
MCM
71
MAI Capital Management
Ohio
$232K
WS
72
Wilian Securities
Minnesota
$230K
MCM
73
McRae Capital Management
New Jersey
$229K
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$208K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$205K