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Invesco Financial Preferred ETF

159 hedge funds and large institutions have $147M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$298K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
MGB Wealth Management
Texas
$392K
Comerica Bank
52
Comerica Bank
Texas
$382K
NA
53
NewEdge Advisors
Louisiana
$381K
PMG
54
ProVise Management Group
Florida
$353K
Truist Financial
55
Truist Financial
North Carolina
$332K
OC
56
Oppenheimer & Co
New York
$323K
BRWA
57
B. Riley Wealth Advisors
Florida
$315K
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$314K
MCM
59
MAI Capital Management
Ohio
$310K
WFC
60
Western Financial Corp
California
$310K
HAG
61
HF Advisory Group
Maryland
$297K
JPLA
62
Joseph P. Lucia & Associates
New York
$286K
EL
63
Essex LLC
Illinois
$285K
AA
64
Ancora Advisors
Ohio
$282K
IFWM
65
Institute for Wealth Management
Colorado
$266K
CFG
66
Citizens Financial Group
Rhode Island
$253K
DP
67
Dearborn Partners
Illinois
$249K
Fiera Capital (Canada)
68
Fiera Capital (Canada)
Quebec, Canada
$244K
RCAG
69
Rehmann Capital Advisory Group
Michigan
$238K
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$233K
MCM
71
McRae Capital Management
New Jersey
$229K
KPWS
72
Kestra Private Wealth Services
Texas
$220K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$217K
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$217K
IA
75
Integrity Alliance
Iowa
$207K