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Invesco Financial Preferred ETF

173 hedge funds and large institutions have $246M invested in Invesco Financial Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
57
Reduced
45
Closed
27
Calls
$3.01M
Puts
$802K
Net Calls
+$2.21M
Net Calls Change
+$3.49M
Name Holding Trade Value Shares
Change
Shares
Change %
FSA
51
Fort Sheridan Advisors
Illinois
$659K
HHRDM
52
H&H Retirement Design & Management
Nevada
$655K +$177K +9,894 +37%
PA
53
Pinnacle Associates
New York
$642K -$29.6K -1,656 -4%
IFWM
54
Institute for Wealth Management
Colorado
$600K +$10.6K +591 +2%
TW
55
Transform Wealth
Colorado
$582K +$582K +32,520 New
KOMWMG
56
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$576K -$254K -14,195 -31%
CG
57
Colony Group
Massachusetts
$571K
GAM
58
Gould Asset Management
California
$570K +$12.9K +720 +2%
SAM
59
Secure Asset Management
Michigan
$565K +$565K +31,566 New
PMG
60
ProVise Management Group
Florida
$553K -$17.9K -1,000 -3%
DADC
61
D.A. Davidson & Co
Montana
$545K
CK
62
Cohen Klingenstein
New York
$537K
BMA
63
Brooks Moore & Associates
Tennessee
$537K +$12.8K +714 +2%
OIA
64
Optimum Investment Advisors
Illinois
$526K -$895 -50 -0.2%
Truist Financial
65
Truist Financial
North Carolina
$519K +$41.1K +2,291 +9%
SPC
66
Sigma Planning Corp
Michigan
$510K +$110K +6,134 +27%
Creative Planning
67
Creative Planning
Kansas
$508K +$5.28K +295 +1%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$504K -$504K
PAG
69
Private Advisor Group
New Jersey
$484K +$81.9K +4,577 +20%
JPLA
70
Joseph P. Lucia & Associates
New York
$478K
NA
71
NewEdge Advisors
Louisiana
$467K -$76.1K -4,250 -14%
HCM
72
Hollencrest Capital Management
California
$453K -$143K -8,000 -24%
HWM
73
Howard Wealth Management
Connecticut
$445K -$9.84K -550 -2%
ASN
74
Advisory Services Network
Georgia
$434K -$12.5K -697 -3%
WS
75
Wedbush Securities
California
$434K +$76.8K +4,288 +21%