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Invesco Financial Preferred ETF

157 hedge funds and large institutions have $145M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
47
Reduced
52
Closed
17
Calls
$298K
Puts
Net Calls
+$298K
Net Calls Change
+$298K
Name Market Value Shares Shares
Change
Shares
Change %
BCM
101
Boreal Capital Management
Florida
$82.5K 5,846 +5,846 New
AAP
102
Arax Advisory Partners
Colorado
$73.2K 5,185 -400 -7%
FF
103
Friedenthal Financial
New Jersey
$72.2K 5,120 +78 +2%
GBA
104
Garrison Bradford & Associates
New York
$70.6K 5,000
PS
105
Principal Securities
Iowa
$60.1K 4,260 -1,438 -25%
VFM
106
Vision Financial Markets
Connecticut
$56.4K 4,000
AIM
107
Anchor Investment Management
South Carolina
$56.4K 4,000
PP
108
Prudential plc
United Kingdom
$55K 3,900
RL
109
Rogco LP
Oklahoma
$51.1K 3,619 +2,158 +148%
GWANC
110
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.7K 2,881 +260 +10%
M
111
MOTCO
Texas
$38.5K 2,700 +2,700 New
PCM
112
Palouse Capital Management
Washington
$36.5K 2,588
NL
113
NVWM LLC
Pennsylvania
$34.3K 2,431 +2,431 New
HI
114
Harbour Investments
Wisconsin
$34.1K 2,415
AWM
115
AE Wealth Management
Kansas
$33.2K 2,350 -72 -3%
US Bancorp
116
US Bancorp
Minnesota
$31.7K 2,250
GI
117
GAMMA Investing
California
$30.8K 2,180
PC
118
Promus Capital
Illinois
$29.9K 2,117
RFA
119
Register Financial Advisors
Georgia
$29.7K 2,104 +32 +2%
RMP
120
Richards, Merrill & Peterson
Washington
$27.4K 1,942
JFG
121
JDM Financial Group
Texas
$25.5K 1,805 +27 +2%
KIG
122
Kessler Investment Group
Indiana
$21.3K 1,508
OIA
123
Optimum Investment Advisors
Illinois
$19K 1,350
BAM
124
Byrne Asset Management
New Jersey
$19K 1,350
RIL
125
Rothschild Investment LLC
Illinois
$16.5K 1,169