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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

0.35% more ownership

Funds ownership: 19.35%19.7% (+0.35%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

4% less funds holding

Funds holding: 157150 (-7)

6% less capital invested

Capital invested by funds: $148M → $140M (-$8.19M)

Holders
150
Holders Change
-7
Holders Change %
-4.46%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
44
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
Advisors Capital Management
New Jersey
$186K +$2.82K +198 +1%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$182K -$17.7K -1,247 -9%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$176K +$182K +12,772 New
SG
79
StoneX Group
New York
$175K -$75.2K -5,281 -29%
CCAL
80
City Center Advisors LLC
Michigan
$174K +$5.37K +377 +3%
LBC
81
Leigh Baldwin & Co
New York
$172K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$170K -$132K -9,300 -43%
IAN
83
Integrated Advisors Network
Texas
$168K -$683K -48,010 -80%
RH
84
RFG Holdings
Texas
$167K -$284K -19,963 -62%
EL
85
Essex LLC
Illinois
$162K -$28.5K -2,000 -14%
FSA
86
Fort Sheridan Advisors
Illinois
$162K
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$160K -$43.4K -3,048 -21%
SI
88
Stephens Inc
Arkansas
$155K +$1.29K +91 +0.8%
GWM
89
Gilpin Wealth Management
Colorado
$152K -$20.3K -1,425 -11%
M
90
MATAURO
New York
$144K +$2.18K +153 +1%
AAP
91
Arax Advisory Partners
Colorado
$119K
PTC
92
Private Trust Company
Ohio
$116K -$59.6K -4,189 -33%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$100K +$569 +40 +0.6%
CCWM
94
Cassaday & Co Wealth Management
Virginia
$99.8K +$103K +7,250 New
ASN
95
Advisory Services Network
Georgia
$95.7K +$99K +6,957 New
FFA
96
Farther Finance Advisors
California
$94.5K +$85 +6 +0.1%
AW
97
Avion Wealth
Texas
$87K
BCM
98
Boreal Capital Management
Florida
$80.4K -$83.2K -5,847 Closed
AIM
99
Anchor Investment Management
South Carolina
$55K
VFM
100
Vision Financial Markets
Connecticut
$55K