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Invesco Financial Preferred ETF

172 hedge funds and large institutions have $297M invested in Invesco Financial Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
61
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
76
Global Financial Private Capital
Florida
$536K -$53K -2,809 -9%
BF
77
BOK Financial
Oklahoma
$528K
Wolverine Trading
78
Wolverine Trading
Illinois
$524K -$883K -46,778 -63%
RIA
79
Regal Investment Advisors
Michigan
$499K +$26.2K +1,390 +6%
FHA
80
First Horizon Advisors
Tennessee
$482K +$68K +3,600 +16%
SWP
81
Stratos Wealth Partners
Ohio
$459K -$4.15K -220 -0.9%
Millennium Management
82
Millennium Management
New York
$452K -$811 -43 -0.2%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$432K +$16.9K +896 +4%
SPC
84
Sigma Planning Corp
Michigan
$427K -$15.8K -839 -4%
EWM
85
Endurance Wealth Management
Rhode Island
$425K
FMB
86
Field & Main Bank
Kentucky
$425K +$425K +22,550 New
MMG
87
Monetary Management Group
Missouri
$422K -$28.3K -1,500 -6%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$405K
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$402K -$11.3K -600 -3%
CFA
90
Cahill Financial Advisors
Minnesota
$386K
FMWA
91
Forvis Mazars Wealth Advisors
Missouri
$372K +$372K +19,730 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$367K +$67.4K +3,570 +22%
BW
93
Bison Wealth
Georgia
$364K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$360K
IH
95
IFC Holdings
Florida
$354K -$5.5K -291 -2%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$340K +$3.76K +199 +1%
JA
97
JOYN Advisors
Georgia
$329K +$329K +17,414 New
SG Americas Securities
98
SG Americas Securities
New York
$328K +$328K +17,400 New
SNT
99
Security National Trust
West Virginia
$311K
SBIA
100
Sheaff Brock Investment Advisors
Indiana
$309K