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Invesco Financial Preferred ETF

173 hedge funds and large institutions have $246M invested in Invesco Financial Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
57
Reduced
45
Closed
27
Calls
$3.01M
Puts
$802K
Net Calls
+$2.21M
Net Calls Change
+$3.49M
Name Holding Trade Value Shares
Change
Shares
Change %
Wolverine Trading
76
Wolverine Trading
Illinois
$433K -$1.36M -75,823 -76%
EWM
77
Endurance Wealth Management
Rhode Island
$432K
AFC
78
AFT Forsyth & Company
Florida
$398K +$32.2K +1,800 +9%
Citigroup
79
Citigroup
New York
$394K -$7.78K -435 -2%
FAN
80
Financial Advisors Network
California
$373K -$548K -30,630 -60%
RIA
81
Regal Investment Advisors
Michigan
$365K +$365K +20,390 New
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$360K +$1.2K +67 +0.3%
EFS
83
Essex Financial Services
Connecticut
$345K -$17.9K -1,000 -5%
DP
84
Dearborn Partners
Illinois
$339K +$19.7K +1,100 +6%
CFA
85
Cahill Financial Advisors
Minnesota
$328K -$52.8K -2,948 -14%
CHA
86
Carmichael Hill & Associates
Maryland
$326K +$36.3K +2,024 +13%
BRWA
87
B. Riley Wealth Advisors
Florida
$318K -$38.5K -2,150 -11%
NNP
88
Nachman Norwood & Parrott
South Carolina
$318K
BF
89
BOK Financial
Oklahoma
$310K
IWA
90
IBEX Wealth Advisors
New Jersey
$310K +$894 +50 +0.3%
BW
91
Bison Wealth
Georgia
$306K
LSPW
92
Lake Street Private Wealth
Illinois
$304K
AFM
93
Abbot Financial Management
Massachusetts
$299K
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$287K -$10.5K -588 -4%
AAS
95
Avantax Advisory Services
Texas
$283K +$64.4K +3,581 +29%
ONB
96
Old National Bancorp
Indiana
$276K
OC
97
Oppenheimer & Co
New York
$271K +$681 +38 +0.3%
Citadel Advisors
98
Citadel Advisors
Florida
$269K +$269K +15,036 New
CAG
99
Csenge Advisory Group
Florida
$266K +$266K +14,865 New
WA
100
WBH Advisory
Maryland
$264K +$18.1K +1,013 +7%