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Invesco Financial Preferred ETF

108 hedge funds and large institutions have $164M invested in Invesco Financial Preferred ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
Holders Change %
0%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
25
Reduced
39
Closed
8
Calls
$2K
Puts
$2.18M
Net Calls
-$2.18M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
51
MSI Financial Services
Massachusetts
$473K -$14.3K -794 -3%
ACP
52
Ashfield Capital Partners
California
$463K
RFS
53
Rockefeller Financial Services
New York
$459K
OPCM
54
Osborne Partners Capital Management
California
$450K
FAAS
55
First Allied Advisory Services
California
$418K -$4.27K -237 -1%
EFS
56
Essex Financial Services
Connecticut
$379K -$23.4K -1,300 -6%
Comerica Bank
57
Comerica Bank
Texas
$379K
Creative Planning
58
Creative Planning
Kansas
$332K +$69.6K +3,863 +27%
Citadel Advisors
59
Citadel Advisors
Florida
$332K +$332K +18,459 New
DG
60
Davidson & Garrard
Virginia
$324K -$14.4K -800 -4%
B
61
Baird
Wisconsin
$315K -$10.8K -600 -3%
SNT
62
Security National Trust
West Virginia
$297K
AC
63
Alexandria Capital
Virginia
$288K
NFG
64
Next Financial Group
Texas
$287K +$287K +15,954 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$281K +$239K +13,312 +576%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$272K -$55.8K -3,100 -17%
RFC
67
Regions Financial Corp
Alabama
$253K
BJ
68
Brouwer & Janachowski
California
$248K
DP
69
Dearborn Partners
Illinois
$240K -$55.4K -3,071 -19%
RT
70
Rockland Trust
Massachusetts
$239K
EAM
71
Evanson Asset Management
California
$218K
RMDI
72
R.M. Davis Inc
Maine
$214K +$214K +11,900 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$208K -$16.5K -916 -7%
WS
74
Wedbush Securities
California
$207K +$27K +1,500 +15%
RIM
75
Regent Investment Management
Kentucky
$206K -$9K -500 -4%