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Invesco Financial Preferred ETF

159 hedge funds and large institutions have $155M invested in Invesco Financial Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 14 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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
Integrity Alliance
Iowa
$203K
AFM
77
Abbot Financial Management
Massachusetts
$202K
EL
78
Essex LLC
Illinois
$202K
KF
79
Krilogy Financial
Missouri
$195K
LBC
80
Leigh Baldwin & Co
New York
$193K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$192K
ACM
82
Advisors Capital Management
New Jersey
$192K
RCAG
83
Rehmann Capital Advisory Group
Michigan
$185K
VBCG
84
Valley Brook Capital Group
Pennsylvania
$184K
FA
85
Fiduciary Alliance
South Carolina
$177K
FSA
86
Fort Sheridan Advisors
Illinois
$173K
PTC
87
Private Trust Company
Ohio
$166K
SI
88
Stephens Inc
Arkansas
$162K
CCAL
89
City Center Advisors LLC
Michigan
$156K
MCA
90
MSH Capital Advisors
Arizona
$155K
SFS
91
Symphony Financial Services
Ohio
$152K
AWA
92
Arkadios Wealth Advisors
Georgia
$152K
M
93
MATAURO
New York
$149K
TSWM
94
Triangle Securities Wealth Management
North Carolina
$148K
HA
95
Huntleigh Advisors
Missouri
$147K
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$134K
AW
97
Avion Wealth
Texas
$132K
ACA
98
Aptus Capital Advisors
Alabama
$126K
RPCA
99
Running Point Capital Advisors
California
$124K
ASN
100
Advisory Services Network
Georgia
$121K