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Invesco Financial Preferred ETF

150 hedge funds and large institutions have $140M invested in Invesco Financial Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Avory & Company
Florida
$326K
KAS
52
Kestra Advisory Services
Texas
$322K
PMG
53
ProVise Management Group
Florida
$312K
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$312K
WS
55
Wilian Securities
Minnesota
$306K
AQR Capital Management
56
AQR Capital Management
Connecticut
$292K
Jane Street
57
Jane Street
New York
$282K
WFC
58
Western Financial Corp
California
$276K
AA
59
Ancora Advisors
Ohio
$275K
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$269K
IFWM
61
Institute for Wealth Management
Colorado
$255K
GAM
62
Gotham Asset Management
New York
$254K
JPLA
63
Joseph P. Lucia & Associates
New York
$246K
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$238K
DP
65
Dearborn Partners
Illinois
$232K
MCM
66
MAI Capital Management
Ohio
$226K
NPFS
67
Novak & Powell Financial Services
Florida
$225K
MCM
68
McRae Capital Management
New Jersey
$223K
KMWM
69
Keudell/Morrison Wealth Management
Oregon
$210K
KF
70
Krilogy Financial
Missouri
$193K
AFM
71
Abbot Financial Management
Massachusetts
$190K
IA
72
Integrity Alliance
Iowa
$189K
PFPG
73
Pinnacle Financial Partners (Georgia)
Georgia
$188K
KPWS
74
Kestra Private Wealth Services
Texas
$187K
ACM
75
Advisors Capital Management
New Jersey
$186K