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Invesco Financial Preferred ETF

224 hedge funds and large institutions have $250M invested in Invesco Financial Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
51
Reduced
81
Closed
15
Calls
$220K
Puts
$24K
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$797K -$37.7K -2,618 -5%
AWS
52
AJ Wealth Strategies
New York
$793K -$2.01M -139,882 -72%
VFM
53
Valley Financial Management
New York
$789K +$60.1K +4,174 +8%
FANJ
54
Financial Architects (New Jersey)
New Jersey
$785K -$335K -23,231 -30%
Cerity Partners
55
Cerity Partners
New York
$616K +$616K +42,774 New
LWM
56
LJI Wealth Management
Indiana
$610K +$610K +42,362 New
PCM
57
Pennsylvania Capital Management
Pennsylvania
$593K +$25.3K +1,639 +4%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$580K -$49.9K -3,468 -8%
CIA
59
Capital Investment Advisors
Georgia
$566K -$50.7K -3,518 -8%
PTC
60
Private Trust Company
Ohio
$565K +$21.6K +1,501 +4%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$553K -$81.8K -5,683 -13%
BMC
62
Benin Management Corp
Connecticut
$533K
FSA
63
Fort Sheridan Advisors
Illinois
$530K
SPC
64
Sigma Planning Corp
Michigan
$479K -$88.8K -6,169 -16%
Wolverine Trading
65
Wolverine Trading
Illinois
$475K -$1.05M -72,976 -69%
HWM
66
Howard Wealth Management
Connecticut
$475K -$34.3K -2,385 -7%
ASN
67
Advisory Services Network
Georgia
$468K +$45.3K +3,145 +11%
Brown Advisory
68
Brown Advisory
Maryland
$466K +$268K +18,606 +135%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$460K -$90.9K -6,306 -16%
EWM
70
Endurance Wealth Management
Rhode Island
$457K -$14.3K -990 -3%
LEFP
71
Leading Edge Financial Planning
Tennessee
$444K +$444K +30,867 New
WS
72
Wedbush Securities
California
$443K -$7.21K -500 -2%
SWP
73
Stratos Wealth Partners
Ohio
$438K -$10.4K -719 -2%
Renaissance Technologies
74
Renaissance Technologies
New York
$433K +$177K +12,302 +69%
GAM
75
Gould Asset Management
California
$420K -$84.7K -5,885 -17%