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Invesco Financial Preferred ETF

181 hedge funds and large institutions have $226M invested in Invesco Financial Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
181
Holders Change
-5
Holders Change %
-2.69%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
53
Reduced
56
Closed
19
Calls
$136K
Puts
$20K
Net Calls
+$116K
Net Calls Change
+$236K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$344K +$2.08K +145 +0.6%
TAM
77
Titleist Asset Management
Texas
$322K +$4.62K +322 +1%
OIA
78
OneDigital Investment Advisors
Kansas
$319K
DP
79
Dearborn Partners
Illinois
$310K
HAG
80
HF Advisory Group
Maryland
$308K +$17.1K +1,189 +6%
BW
81
Bison Wealth
Georgia
$301K
SI
82
Stephens Inc
Arkansas
$300K +$63.1K +4,396 +27%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$299K -$36.1K -2,514 -11%
JPLA
84
Joseph P. Lucia & Associates
New York
$289K
IFWM
85
Institute for Wealth Management
Colorado
$286K
Creative Planning
86
Creative Planning
Kansas
$285K -$54.8K -3,816 -16%
FSA
87
Fort Sheridan Advisors
Illinois
$280K -$248K -17,300 -47%
WI
88
Wintrust Investments
Illinois
$278K +$100K +6,988 +56%
Fiera Capital (Canada)
89
Fiera Capital (Canada)
Quebec, Canada
$273K
PP
90
Prudential plc
United Kingdom
$260K
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$253K
PA
92
Pinnacle Associates
New York
$250K -$64.9K -4,520 -21%
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$242K +$1.38K +96 +0.6%
MCM
94
McRae Capital Management
New Jersey
$233K
OL
95
Owen LaRue
Kentucky
$231K -$13.1K -905 -5%
EFS
96
Essex Financial Services
Connecticut
$225K +$144 +10 +0.1%
FHA
97
Flagship Harbor Advisors
Massachusetts
$222K +$617 +43 +0.3%
SPC
98
Sigma Planning Corp
Michigan
$222K -$146K -10,145 -40%
AWA
99
Arkadios Wealth Advisors
Georgia
$214K -$270K -18,782 -56%
TSWM
100
Triangle Securities Wealth Management
North Carolina
$209K