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Invesco Financial Preferred ETF

172 hedge funds and large institutions have $197M invested in Invesco Financial Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 20 closing their positions.

Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
59
Reduced
49
Closed
20
Calls
$235K
Puts
$83K
Net Calls
+$152K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
51
ProVise Management Group
Florida
$455K -$15.3K -980 -3%
NA
52
NewEdge Advisors
Louisiana
$449K +$172K +10,985 +62%
WS
53
Wedbush Securities
California
$419K -$2.11K -135 -0.5%
CG
54
Caprock Group
Idaho
$412K +$412K +26,318 New
CFG
55
Citizens Financial Group
Rhode Island
$382K +$15.6K +994 +4%
Brown Advisory
56
Brown Advisory
Maryland
$358K
RJFSA
57
Raymond James Financial Services Advisors
Florida
$357K -$72.9K -4,656 -17%
MWM
58
MGB Wealth Management
Texas
$350K +$17.6K +1,124 +5%
FSA
59
Fort Sheridan Advisors
Illinois
$345K
OC
60
Oppenheimer & Co
New York
$344K +$2K +128 +0.6%
GC
61
Guggenheim Capital
Illinois
$335K -$760K -48,513 -69%
FA
62
Fiduciary Alliance
South Carolina
$331K +$331K +21,167 New
SWP
63
Stratos Wealth Partners
Ohio
$323K -$114K -7,263 -26%
EL
64
Essex LLC
Illinois
$316K
AP
65
Appleton Partners
Massachusetts
$306K -$18K -1,150 -6%
IFWM
66
Institute for Wealth Management
Colorado
$302K -$4.7K -300 -2%
JPLA
67
Joseph P. Lucia & Associates
New York
$300K -$15.7K -1,000 -5%
HAG
68
HF Advisory Group
Maryland
$293K +$15.6K +997 +6%
FCA
69
FinTrust Capital Advisors
South Carolina
$290K +$11.1K +706 +4%
AAS
70
Avantax Advisory Services
Texas
$289K -$20K -1,279 -6%
DP
71
Dearborn Partners
Illinois
$289K
FTUS
72
Flow Traders U.S.
New York
$288K +$119K +7,586 +70%
PP
73
Prudential plc
United Kingdom
$283K
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$283K +$11.6K +741 +4%
Fiera Capital (Canada)
75
Fiera Capital (Canada)
Quebec, Canada
$271K