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Invesco Financial Preferred ETF

157 hedge funds and large institutions have $148M invested in Invesco Financial Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 19.71%19.35% (-0.37%)

3% less funds holding

Funds holding: 162157 (-5)

6% less capital invested

Capital invested by funds: $157M → $148M (-$8.84M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
44
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$199K +$202K +14,048 New
KF
77
Krilogy Financial
Missouri
$196K +$1.19K +83 +0.6%
AFM
78
Abbot Financial Management
Massachusetts
$196K +$258 +18 +0.1%
EL
79
Essex LLC
Illinois
$195K
IA
80
Integrity Alliance
Iowa
$194K -$2.76K -192 -1%
KPWS
81
Kestra Private Wealth Services
Texas
$192K -$28.7K -2,000 -13%
ACM
82
Advisors Capital Management
New Jersey
$189K +$3.02K +210 +2%
Brown Advisory
83
Brown Advisory
Maryland
$185K -$16.3K -1,136 -8%
PTC
84
Private Trust Company
Ohio
$178K +$18.5K +1,290 +11%
LBC
85
Leigh Baldwin & Co
New York
$177K -$10.1K -700 -5%
GWM
86
Gilpin Wealth Management
Colorado
$176K +$179K +12,450 New
CCAL
87
City Center Advisors LLC
Michigan
$173K +$22.3K +1,556 +15%
FSA
88
Fort Sheridan Advisors
Illinois
$167K
NPFS
89
Novak & Powell Financial Services
Florida
$167K +$169K +11,795 New
SI
90
Stephens Inc
Arkansas
$158K +$1.39K +97 +0.9%
MCA
91
MSH Capital Advisors
Arizona
$150K +$144 +10 +0.1%
M
92
MATAURO
New York
$146K +$2.34K +163 +2%
ACA
93
Aptus Capital Advisors
Alabama
$145K +$23.7K +1,649 +19%
SFS
94
Symphony Financial Services
Ohio
$144K -$3.17K -221 -2%
AAP
95
Arax Advisory Partners
Colorado
$123K +$124K +8,665 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$103K -$27.6K -1,922 -21%
FFA
97
Farther Finance Advisors
California
$96.4K +$2.08K +145 +2%
AW
98
Avion Wealth
Texas
$89K -$39.3K -2,739 -30%
BCM
99
Boreal Capital Management
Florida
$82.7K
FF
100
Friedenthal Financial
New Jersey
$75.6K +$3.19K +222 +4%