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Invesco Financial Preferred ETF

161 hedge funds and large institutions have $147M invested in Invesco Financial Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 25 closing their positions.

Holders
161
Holders Change
-11
Holders Change %
-6.4%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
50
Reduced
49
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$410K -$90.7K -6,351 -18%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$408K +$12.2K +851 +3%
MWM
53
MGB Wealth Management
Texas
$396K -$1.01K -71 -0.3%
CG
54
Caprock Group
Idaho
$374K
PMG
55
ProVise Management Group
Florida
$358K -$14.3K -1,000 -4%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$351K -$46.3K -3,241 -12%
MCM
57
MAI Capital Management
Ohio
$329K
OC
58
Oppenheimer & Co
New York
$325K +$714 +50 +0.2%
WS
59
Wedbush Securities
California
$322K +$971 +68 +0.3%
WFC
60
Western Financial Corp
California
$314K +$2.49K +174 +0.8%
Brown Advisory
61
Brown Advisory
Maryland
$312K
NA
62
NewEdge Advisors
Louisiana
$306K -$124K -8,676 -29%
FA
63
Fiduciary Alliance
South Carolina
$302K
CFG
64
Citizens Financial Group
Rhode Island
$301K -$27.9K -1,953 -8%
EL
65
Essex LLC
Illinois
$288K
HAG
66
HF Advisory Group
Maryland
$288K +$14.2K +992 +5%
JPLA
67
Joseph P. Lucia & Associates
New York
$286K +$17.9K +1,250 +7%
IFWM
68
Institute for Wealth Management
Colorado
$274K -$1.43K -100 -0.5%
SA
69
SFI Advisors
New Jersey
$264K
DP
70
Dearborn Partners
Illinois
$262K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$256K +$57.4K +4,017 +29%
Fiera Capital (Canada)
72
Fiera Capital (Canada)
Quebec, Canada
$247K
LEFP
73
Leading Edge Financial Planning
Tennessee
$240K
MCM
74
McRae Capital Management
New Jersey
$231K
KPWS
75
Kestra Private Wealth Services
Texas
$223K