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Invesco Financial Preferred ETF

158 hedge funds and large institutions have $145M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$298K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
76
Wedbush Securities
California
$195K
AFM
77
Abbot Financial Management
Massachusetts
$195K
Brown Advisory
78
Brown Advisory
Maryland
$194K
FA
79
Fiduciary Alliance
South Carolina
$187K
NPFS
80
Novak & Powell Financial Services
Florida
$183K
ACM
81
Advisors Capital Management
New Jersey
$183K
VBCG
82
Valley Brook Capital Group
Pennsylvania
$178K
SFS
83
Symphony Financial Services
Ohio
$168K
FSA
84
Fort Sheridan Advisors
Illinois
$166K
FFA
85
Farther Finance Advisors
California
$165K
PTC
86
Private Trust Company
Ohio
$160K
SI
87
Stephens Inc
Arkansas
$155K
MCA
88
MSH Capital Advisors
Arizona
$149K
AWA
89
Arkadios Wealth Advisors
Georgia
$146K
PPWP
90
Premier Path Wealth Partners
New Jersey
$145K
TSWM
91
Triangle Securities Wealth Management
North Carolina
$143K
CCAL
92
City Center Advisors LLC
Michigan
$142K
M
93
MATAURO
New York
$141K
FI
94
Financial Insights
Washington
$141K
AW
95
Avion Wealth
Texas
$127K
RPCA
96
Running Point Capital Advisors
California
$120K
ACA
97
Aptus Capital Advisors
Alabama
$116K
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$111K
AAS
99
Ameritas Advisory Services
Nebraska
$83.9K
BCM
100
Boreal Capital Management
Florida
$82.5K