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Invesco Financial Preferred ETF

108 hedge funds and large institutions have $168M invested in Invesco Financial Preferred ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
36
Reduced
30
Closed
8
Calls
$2K
Puts
$348K
Net Calls
-$346K
Net Calls Change
+$403K
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
51
Gould Asset Management
California
$502K +$15.8K +870 +3%
MFS
52
MSI Financial Services
Massachusetts
$493K -$93.1K -5,111 -16%
ACP
53
Ashfield Capital Partners
California
$468K +$268K +14,709 +134%
RFS
54
Rockefeller Financial Services
New York
$463K
OPCM
55
Osborne Partners Capital Management
California
$455K
FAAS
56
First Allied Advisory Services
California
$424K +$488 +27 +0.1%
US Bancorp
57
US Bancorp
Minnesota
$408K +$49K +2,693 +14%
EFS
58
Essex Financial Services
Connecticut
$407K +$26.4K +1,450 +7%
Comerica Bank
59
Comerica Bank
Texas
$383K
DG
60
Davidson & Garrard
Virginia
$342K +$18.2K +1,000 +6%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$332K -$146 -8 -0%
B
62
Baird
Wisconsin
$329K +$10.9K +600 +3%
SI
63
SII Investments
Wisconsin
$303K -$23.5K -1,298 -7%
SNT
64
Security National Trust
West Virginia
$300K
DP
65
Dearborn Partners
Illinois
$298K +$510 +28 +0.2%
AC
66
Alexandria Capital
Virginia
$291K
Stifel Financial
67
Stifel Financial
Missouri
$274K +$15.9K +875 +6%
Creative Planning
68
Creative Planning
Kansas
$265K -$104K -5,740 -28%
RFC
69
Regions Financial Corp
Alabama
$255K
BJ
70
Brouwer & Janachowski
California
$251K
RT
71
Rockland Trust
Massachusetts
$242K
MPI
72
Mairs & Power Inc
Minnesota
$229K
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$227K -$18.2K -1,000 -7%
EAM
74
Evanson Asset Management
California
$220K
RIM
75
Regent Investment Management
Kentucky
$217K