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Invesco Financial Preferred ETF

172 hedge funds and large institutions have $290M invested in Invesco Financial Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 20 closing their positions.

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
50
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFM
101
Abbot Financial Management
Massachusetts
$289K 15,682
ONB
102
Old National Bancorp
Indiana
$285K 15,414 +15,414 New
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$277K 15,000 -4,069 -21%
CHA
104
Carmichael Hill & Associates
Maryland
$271K 14,692
BTS
105
BB&T Securities
Virginia
$259K 14,079 +736 +6%
LNC
106
Lincoln National Corp
Pennsylvania
$238K 12,880 +12,880 New
FHA
107
Flagship Harbor Advisors
Massachusetts
$229K 12,419 -799 -6%
SMC
108
Smith, Moore & Co
Missouri
$223K 12,087 +1,844 +18%
OPCM
109
Osborne Partners Capital Management
California
$222K 12,000
SPIA
110
Steward Partners Investment Advisory
New York
$216K 11,712 +15 +0.1%
RIM
111
Regent Investment Management
Kentucky
$211K 11,450 +11,450 New
CG
112
Caprock Group
Idaho
$210K 11,368 +11,368 New
NEPWA
113
New England Private Wealth Advisors
Massachusetts
$209K 11,270 +14 +0.1%
SBIA
114
Sheaff Brock Investment Advisors
Indiana
$206K 11,180
LA
115
LexAurum Advisors
Kansas
$195K 10,539 +28 +0.3%
M&T Bank
116
M&T Bank
New York
$193K 10,452
Truist Financial
117
Truist Financial
North Carolina
$186K 10,090
BHIA
118
Birch Hill Investment Advisors
Massachusetts
$185K 10,000
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$181K 9,800 +9,800 New
IA
120
IFP Advisors
Florida
$175K 9,466 +87 +0.9%
SNT
121
Security National Trust
West Virginia
$166K 9,000
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$155K 8,400
SBL
123
Sargent Bickham Lagudis
Colorado
$150K 8,129 +254 +3%
WWM
124
Wagner Wealth Management
South Carolina
$138K 7,484
APA
125
American Portfolios Advisors
New York
$138K 7,462