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Invesco Financial Preferred ETF

181 hedge funds and large institutions have $226M invested in Invesco Financial Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
181
Holders Change
-5
Holders Change %
-2.69%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
53
Reduced
56
Closed
19
Calls
$136K
Puts
$20K
Net Calls
+$116K
Net Calls Change
+$236K
Name Holding Trade Value Shares
Change
Shares
Change %
FANJ
51
Financial Architects (New Jersey)
New Jersey
$779K -$3.11K -217 -0.4%
AC
52
Avory & Company
Florida
$776K -$287K -20,009 -27%
DF
53
Dunhill Financial
United Kingdom
$737K +$737K +52,788 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$655K +$196K +13,677 +43%
LWM
55
LJI Wealth Management
Indiana
$620K -$5.32K -371 -0.9%
NA
56
NewEdge Advisors
Louisiana
$571K -$8.4K -585 -1%
AP
57
Appleton Partners
Massachusetts
$571K -$24.5K -1,710 -4%
PCM
58
Pennsylvania Capital Management
Pennsylvania
$552K
ASN
59
Advisory Services Network
Georgia
$544K +$95.8K +6,677 +21%
PMG
60
ProVise Management Group
Florida
$542K +$125K +8,713 +30%
CIA
61
Capital Investment Advisors
Georgia
$521K -$33.6K -2,344 -6%
PTC
62
Private Trust Company
Ohio
$515K
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$488K -$91.1K -6,347 -16%
Brown Advisory
64
Brown Advisory
Maryland
$465K
RL
65
Retireful LLC
Michigan
$455K +$455K +31,695 New
EWM
66
Endurance Wealth Management
Rhode Island
$449K
AFC
67
AFT Forsyth & Company
Florida
$432K -$4.13K -288 -0.9%
SWP
68
Stratos Wealth Partners
Ohio
$408K -$17.7K -1,234 -4%
GAM
69
Gould Asset Management
California
$407K -$16.2K -1,129 -4%
Lido Advisors
70
Lido Advisors
California
$399K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$398K -$123K -8,600 -24%
Cerity Partners
72
Cerity Partners
New York
$378K -$87.5K -6,100 -19%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$365K
LEFP
74
Leading Edge Financial Planning
Tennessee
$362K -$85.8K -5,979 -19%
WS
75
Wedbush Securities
California
$357K +$919 +64 +0.3%