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Invesco Financial Preferred ETF

131 hedge funds and large institutions have $284M invested in Invesco Financial Preferred ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
33
Closed
16
Calls
$262K
Puts
$395K
Net Calls
-$133K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
76
Endurance Wealth Management
Rhode Island
$431K -$19.7K -1,025 -4%
FHA
77
First Horizon Advisors
Tennessee
$421K -$16.9K -880 -4%
Creative Planning
78
Creative Planning
Kansas
$409K +$73.9K +3,854 +22%
FAAS
79
First Allied Advisory Services
California
$407K -$484K -25,132 -54%
KIG
80
Kessler Investment Group
Indiana
$382K +$7.29K +380 +2%
RT
81
Rockland Trust
Massachusetts
$379K +$58.3K +3,041 +18%
SPC
82
Sigma Planning Corp
Michigan
$372K +$14.7K +763 +4%
DG
83
Davidson & Garrard
Virginia
$347K -$5.75K -300 -2%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$343K
SNT
85
Security National Trust
West Virginia
$317K
Millennium Management
86
Millennium Management
New York
$316K +$316K +16,477 New
VFA
87
Voya Financial Advisors
Connecticut
$311K +$1.13K +59 +0.4%
BW
88
Bison Wealth
Georgia
$307K -$154K -8,046 -33%
AC
89
Alexandria Capital
Virginia
$307K
US Bancorp
90
US Bancorp
Minnesota
$292K -$38.3K -2,000 -12%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$291K +$291K +15,163 New
CFA
92
Cahill Financial Advisors
Minnesota
$276K
TFA
93
Transamerica Financial Advisors
Florida
$276K +$275K +14,283 +23,415%
RFC
94
Regions Financial Corp
Alabama
$275K
SI
95
SII Investments
Wisconsin
$262K +$3.37K +177 +1%
OPCM
96
Osborne Partners Capital Management
California
$230K -$38.3K -2,000 -14%
EAM
97
Evanson Asset Management
California
$225K
RJT
98
Raymond James Trust
Florida
$219K +$17.1K +891 +8%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$214K +$192 +10 +0.1%
SBIA
100
Sheaff Brock Investment Advisors
Indiana
$211K +$211K +11,000 New