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Invesco Financial Preferred ETF

159 hedge funds and large institutions have $146M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
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
LEFP
76
Leading Edge Financial Planning
Tennessee
$206K
WS
77
Wedbush Securities
California
$195K
AFM
78
Abbot Financial Management
Massachusetts
$195K
Brown Advisory
79
Brown Advisory
Maryland
$194K
FA
80
Fiduciary Alliance
South Carolina
$187K
NPFS
81
Novak & Powell Financial Services
Florida
$183K
ACM
82
Advisors Capital Management
New Jersey
$183K
VBCG
83
Valley Brook Capital Group
Pennsylvania
$178K
SFS
84
Symphony Financial Services
Ohio
$168K
FSA
85
Fort Sheridan Advisors
Illinois
$166K
FFA
86
Farther Finance Advisors
California
$165K
PTC
87
Private Trust Company
Ohio
$160K
SI
88
Stephens Inc
Arkansas
$155K
MCA
89
MSH Capital Advisors
Arizona
$149K
AWA
90
Arkadios Wealth Advisors
Georgia
$146K
PPWP
91
Premier Path Wealth Partners
New Jersey
$145K
TSWM
92
Triangle Securities Wealth Management
North Carolina
$143K
CCAL
93
City Center Advisors LLC
Michigan
$142K
M
94
MATAURO
New York
$141K
FI
95
Financial Insights
Washington
$141K
AW
96
Avion Wealth
Texas
$127K
RPCA
97
Running Point Capital Advisors
California
$120K
ACA
98
Aptus Capital Advisors
Alabama
$116K
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$111K
AAS
100
Ameritas Advisory Services
Nebraska
$83.9K