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Invesco Financial Preferred ETF

224 hedge funds and large institutions have $250M invested in Invesco Financial Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
51
Reduced
81
Closed
15
Calls
$220K
Puts
$24K
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
76
ProVise Management Group
Florida
$413K +$21.7K +1,510 +6%
AWA
77
Arkadios Wealth Advisors
Georgia
$408K +$1.01K +70 +0.2%
AFC
78
AFT Forsyth & Company
Florida
$403K -$33.8K -2,345 -8%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$366K -$14.6K -1,007 -4%
PA
80
Pinnacle Associates
New York
$363K -$17.9K -1,240 -5%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$362K -$14.4K -998 -4%
AAS
82
Avantax Advisory Services
Texas
$361K +$83.3K +5,782 +30%
MCCA
83
Mill Creek Capital Advisors
Pennsylvania
$352K +$352K +24,411 New
TC
84
Titleist Capital
Texas
$339K +$4.84K +336 +1%
BW
85
Bison Wealth
Georgia
$337K
CFG
86
Carr Financial Group
Massachusetts
$334K +$334K +23,162 New
TPW
87
Transatlantique Private Wealth
New York
$329K -$206K -14,325 -39%
MAM
88
Milestone Asset Management
Pennsylvania
$322K +$322K +20,243 New
OIA
89
OneDigital Investment Advisors
Kansas
$320K +$1.64K +114 +0.5%
KFC
90
Klingenstein Fields & Co
New York
$312K -$66.2K -4,600 -17%
DP
91
Dearborn Partners
Illinois
$311K -$112K -7,764 -26%
Lido Advisors
92
Lido Advisors
California
$302K
JPLA
93
Joseph P. Lucia & Associates
New York
$300K -$24K -1,670 -7%
BCM
94
BlueCrest Capital Management
Jersey
$290K +$290K +20,152 New
IFWM
95
Institute for Wealth Management
Colorado
$290K
TWP
96
Tempus Wealth Planning
California
$288K +$288K +20,000 New
Fiera Capital (Canada)
97
Fiera Capital (Canada)
Quebec, Canada
$277K
HAG
98
HF Advisory Group
Maryland
$264K +$264K +18,360 New
PP
99
Prudential plc
United Kingdom
$261K
FHA
100
Flagship Harbor Advisors
Massachusetts
$257K +$22.2K +1,542 +9%