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Invesco Financial Preferred ETF

190 hedge funds and large institutions have $318M invested in Invesco Financial Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
190
Holders Change
+29
Holders Change %
+18.01%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
59
Reduced
49
Closed
11
Calls
$351K
Puts
$1K
Net Calls
+$350K
Net Calls Change
+$900K
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$853K -$472 -25 -0.1%
PA
52
Pinnacle Associates
New York
$841K -$16.8K -890 -2%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$841K -$603 -32 -0.1%
ACP
54
Ashfield Capital Partners
California
$782K
FMB
55
Field & Main Bank
Kentucky
$781K +$48.5K +2,575 +7%
UCFA
56
United Capital Financial Advisors
Texas
$775K +$38 +2 +0%
NFG
57
Noven Financial Group
Colorado
$770K +$12.7K +671 +2%
SAM
58
Secure Asset Management
Michigan
$767K +$767K +40,644 New
EFSCE
59
Enterprise Financial Services Corp (EFSC)
Missouri
$710K -$31.3K -1,660 -4%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$702K -$270K -14,233 -28%
Truist Financial
61
Truist Financial
North Carolina
$688K +$498K +26,401 +262%
CG
62
Colony Group
Massachusetts
$639K -$24.5K -1,299 -4%
Stifel Financial
63
Stifel Financial
Missouri
$630K +$11.2K +599 +2%
HCM
64
Hollencrest Capital Management
California
$629K +$43.8K +2,320 +7%
DADC
65
D.A. Davidson & Co
Montana
$628K
PMG
66
ProVise Management Group
Florida
$621K
IFWM
67
Institute for Wealth Management
Colorado
$613K +$7.65K +405 +1%
IAA
68
Independent Advisor Alliance
North Carolina
$593K +$593K +31,450 New
BMA
69
Brooks Moore & Associates
Tennessee
$591K
GAM
70
Gould Asset Management
California
$590K -$2.55K -135 -0.4%
Citigroup
71
Citigroup
New York
$583K -$94.4K -4,999 -14%
NA
72
NewEdge Advisors
Louisiana
$583K -$19 -1 -0%
Creative Planning
73
Creative Planning
Kansas
$572K -$14.3K -755 -2%
CK
74
Cohen Klingenstein
New York
$566K
RIA
75
Regal Investment Advisors
Michigan
$560K -$105K -5,565 -16%