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Invesco Financial Preferred ETF

178 hedge funds and large institutions have $172M invested in Invesco Financial Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
50
Reduced
51
Closed
17
Calls
$225K
Puts
$15K
Net Calls
+$210K
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Shares
Change %
LEFP
76
Leading Edge Financial Planning
Tennessee
$253K -$153K -10,385 -38%
RPCA
77
Running Point Capital Advisors
California
$242K -$23K -1,560 -9%
MCM
78
McRae Capital Management
New Jersey
$239K -$15 -1 -0%
WI
79
Wintrust Investments
Illinois
$230K +$7.37K +500 +3%
SFS
80
Symphony Financial Services
Ohio
$222K +$222K +14,939 New
KPWS
81
Kestra Private Wealth Services
Texas
$221K +$221K +15,025 New
TSWM
82
Triangle Securities Wealth Management
North Carolina
$215K
PPWP
83
Premier Path Wealth Partners
New Jersey
$208K
Mariner
84
Mariner
Kansas
$207K +$207K +14,059 New
EFS
85
Essex Financial Services
Connecticut
$206K +$1.4K +94 +0.7%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$205K +$205K +13,936 New
AFM
87
Abbot Financial Management
Massachusetts
$204K +$236 +16 +0.1%
NPFS
88
Novak & Powell Financial Services
Florida
$197K +$191 +13 +0.1%
EH
89
Equitable Holdings
New York
$193K +$193K +13,136 New
AWA
90
Arkadios Wealth Advisors
Georgia
$188K +$8.76K +595 +5%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$187K -$19.6K -1,329 -9%
VBCG
92
Valley Brook Capital Group
Pennsylvania
$186K
MOS
93
MGO One Seven
Ohio
$184K +$184K +12,512 New
ACM
94
Advisors Capital Management
New Jersey
$179K +$2.79K +190 +2%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$176K -$7.37K -500 -4%
SI
96
Stephens Inc
Arkansas
$175K +$2.21K +150 +1%
KWM
97
Kingsview Wealth Management
Oregon
$175K +$24.2K +1,644 +16%
RT
98
Rockland Trust
Massachusetts
$172K
WFC
99
Western Financial Corp
California
$170K +$170K +11,570 New
1WM
100
1900 Wealth Management
Texas
$169K