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Invesco Financial Preferred ETF

169 hedge funds and large institutions have $286M invested in Invesco Financial Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 17 closing their positions.

Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
3.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
54
Reduced
60
Closed
17
Calls
Puts
$232K
Net Calls
-$232K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Shares
Change %
BF
76
BOK Financial
Oklahoma
$519K
FMB
77
Field & Main Bank
Kentucky
$519K +$101K +5,450 +24%
RIA
78
Regal Investment Advisors
Michigan
$500K +$9.18K +495 +2%
EWM
79
Endurance Wealth Management
Rhode Island
$476K +$58.4K +3,150 +14%
JA
80
JOYN Advisors
Georgia
$475K +$152K +8,166 +47%
NDSI
81
Newman Dignan & Sheerar Inc
Rhode Island
$472K -$70.6K -3,825 -13%
GFPC
82
Global Financial Private Capital
Florida
$471K -$55.3K -2,983 -11%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$449K +$50.6K +2,725 +13%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$419K +$23K +1,241 +6%
CFA
85
Cahill Financial Advisors
Minnesota
$413K +$33K +1,777 +9%
BRWA
86
B. Riley Wealth Advisors
Florida
$376K -$306K -16,442 -45%
MMG
87
Monetary Management Group
Missouri
$368K -$46.3K -2,500 -11%
SPC
88
Sigma Planning Corp
Michigan
$366K -$53.9K -2,904 -13%
FMWA
89
Forvis Mazars Wealth Advisors
Missouri
$366K
WS
90
Wedbush Securities
California
$355K -$189K -10,226 -35%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$354K
SFM
92
Signet Financial Management
New Jersey
$324K +$324K +17,449 New
HighTower Advisors
93
HighTower Advisors
Illinois
$322K +$83.5K +4,458 +35%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$321K -$13K -699 -4%
BW
95
Bison Wealth
Georgia
$312K -$46.4K -2,500 -13%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$300K -$60.6K -3,269 -17%
KIG
97
Kessler Investment Group
Indiana
$294K +$55.9K +3,011 +23%
AFM
98
Abbot Financial Management
Massachusetts
$291K
CA
99
Cetera Advisors
Colorado
$280K +$5.24K +280 +2%
US Bancorp
100
US Bancorp
Minnesota
$275K