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Invesco Financial Preferred ETF

205 hedge funds and large institutions have $267M invested in Invesco Financial Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
50
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
76
Advisory Services Network
Georgia
$441K -$32.4K -2,159 -7%
AWA
77
Arkadios Wealth Advisors
Georgia
$425K +$425K +28,291 New
PMG
78
ProVise Management Group
Florida
$409K -$9.02K -600 -2%
PA
79
Pinnacle Associates
New York
$398K -$51.7K -3,438 -11%
KFC
80
Klingenstein Fields & Co
New York
$396K
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$393K -$42.6K -2,832 -10%
Creative Planning
82
Creative Planning
Kansas
$358K -$207K -13,774 -37%
IA
83
IFP Advisors
Florida
$357K +$571 +31 +0.2%
AWS
84
Atria Wealth Solutions
New York
$353K -$17.2K -1,146 -5%
TC
85
Titleist Capital
Texas
$349K +$241 +16 +0.1%
JPLA
86
Joseph P. Lucia & Associates
New York
$339K
OIA
87
OneDigital Investment Advisors
Kansas
$333K +$5.53K +367 +2%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$317K +$71.9K +4,788 +29%
GBA
89
Garrison Bradford & Associates
New York
$316K
BW
90
Bison Wealth
Georgia
$315K
Lido Advisors
91
Lido Advisors
California
$315K +$315K +21,000 New
BMA
92
Brooks Moore & Associates
Tennessee
$309K -$89.1K -5,932 -22%
IFWM
93
Institute for Wealth Management
Colorado
$303K
SSCA
94
South Shore Capital Advisors
Massachusetts
$292K -$23.4K -1,553 -7%
AAS
95
Avantax Advisory Services
Texas
$290K +$12.1K +804 +4%
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
$289K
HCM
97
Hollencrest Capital Management
California
$285K -$24.6K -1,635 -8%
PP
98
Prudential plc
United Kingdom
$272K
EFS
99
Essex Financial Services
Connecticut
$271K
Renaissance Technologies
100
Renaissance Technologies
New York
$268K -$485K -32,241 -64%