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Invesco Financial Preferred ETF

178 hedge funds and large institutions have $172M invested in Invesco Financial Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
50
Reduced
51
Closed
17
Calls
$225K
Puts
$15K
Net Calls
+$210K
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Shares
Change %
WS
51
Wedbush Securities
California
$396K -$10.1K -683 -2%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$394K -$5.66K -384 -1%
AFC
53
AFT Forsyth & Company
Florida
$370K
Wolverine Trading
54
Wolverine Trading
Illinois
$363K -$123K -8,348 -25%
CFG
55
Citizens Financial Group
Rhode Island
$345K +$345K +23,415 New
Brown Advisory
56
Brown Advisory
Maryland
$337K
FSA
57
Fort Sheridan Advisors
Illinois
$324K +$36.8K +2,500 +13%
OC
58
Oppenheimer & Co
New York
$322K +$17.6K +1,197 +6%
MWM
59
MGB Wealth Management
Texas
$321K -$9.05K -600 -3%
BW
60
Bison Wealth
Georgia
$320K
AP
61
Appleton Partners
Massachusetts
$305K -$38.2K -2,593 -11%
EL
62
Essex LLC
Illinois
$298K +$298K +20,200 New
JPLA
63
Joseph P. Lucia & Associates
New York
$297K
AAS
64
Avantax Advisory Services
Texas
$291K -$40.3K -2,734 -12%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$289K -$78.7K -5,345 -21%
IFWM
66
Institute for Wealth Management
Colorado
$289K
DP
67
Dearborn Partners
Illinois
$272K -$53.8K -3,650 -17%
PP
68
Prudential plc
United Kingdom
$267K
ASN
69
Advisory Services Network
Georgia
$264K
FCA
70
FinTrust Capital Advisors
South Carolina
$262K +$10.5K +710 +4%
HAG
71
HF Advisory Group
Maryland
$261K +$12K +812 +5%
NA
72
NewEdge Advisors
Louisiana
$261K -$8.78K -596 -3%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$255K +$18.4K +1,247 +8%
DF
74
Dunhill Financial
United Kingdom
$255K +$29 +2 +0%
Fiera Capital (Canada)
75
Fiera Capital (Canada)
Quebec, Canada
$254K