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Invesco Financial Preferred ETF

211 hedge funds and large institutions have $281M invested in Invesco Financial Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
51
Reduced
85
Closed
18
Calls
Puts
$359K
Net Calls
-$359K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Shares
Change %
CRI
76
Colonial River Investments
Virginia
$426K -$112K -7,182 -21%
BMA
77
Brooks Moore & Associates
Tennessee
$412K -$12.4K -800 -3%
NWMG
78
National Wealth Management Group
Ohio
$412K -$138K -8,895 -25%
KFC
79
Klingenstein Fields & Co
New York
$409K
AWS
80
Atria Wealth Solutions
New York
$382K -$76.1K -4,905 -17%
BAAM
81
Baker Avenue Asset Management
California
$378K
Wolverine Trading
82
Wolverine Trading
Illinois
$365K -$1.17M -75,691 -76%
TPW
83
Transatlantique Private Wealth
New York
$364K +$364K +23,411 New
HighTower Advisors
84
HighTower Advisors
Illinois
$361K -$783K -50,272 -68%
SI
85
Stephens Inc
Arkansas
$361K -$404K -25,977 -53%
DP
86
Dearborn Partners
Illinois
$360K -$29.1K -1,875 -7%
TC
87
Titleist Capital
Texas
$360K +$4.6K +296 +1%
IA
88
IFP Advisors
Florida
$356K
JPLA
89
Joseph P. Lucia & Associates
New York
$350K -$15.5K -1,000 -4%
IAN
90
Integrated Advisors Network
Texas
$340K -$2.85M -183,484 -89%
OIA
91
OneDigital Investment Advisors
Kansas
$338K +$71.9K +4,625 +27%
BW
92
Bison Wealth
Georgia
$326K -$57.6K -3,710 -15%
GBA
93
Garrison Bradford & Associates
New York
$326K
SSCA
94
South Shore Capital Advisors
Massachusetts
$325K +$1.55K +100 +0.5%
HCM
95
Hollencrest Capital Management
California
$320K
IFWM
96
Institute for Wealth Management
Colorado
$313K
Fiera Capital (Canada)
97
Fiera Capital (Canada)
Quebec, Canada
$299K -$13K -835 -4%
OPS
98
Orion Portfolio Solutions
Nebraska
$290K +$65.3K +4,198 +29%
AAS
99
Avantax Advisory Services
Texas
$287K +$121K +7,748 +72%
PP
100
Prudential plc
United Kingdom
$281K