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Invesco Financial Preferred ETF

173 hedge funds and large institutions have $246M invested in Invesco Financial Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
57
Reduced
45
Closed
27
Calls
$3.01M
Puts
$802K
Net Calls
+$2.21M
Net Calls Change
+$3.49M
Name Holding Trade Value Shares
Change
Shares
Change %
MIAN
101
Mariner Independent Advisor Network
Kansas
$261K +$20.5K +1,144 +9%
FAAS
102
First Allied Advisory Services
California
$258K
AWM
103
AE Wealth Management
Kansas
$252K +$8.47K +474 +3%
BWM
104
BT Wealth Management
Georgia
$242K +$242K +13,500 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$234K +$11.1K +613 +5%
AF
106
Affiance Financial
Minnesota
$228K
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$228K +$48K +2,675 +27%
RT
108
Rockland Trust
Massachusetts
$227K
BSA
109
Bull Street Advisors
Georgia
$224K
NFG
110
Next Financial Group
Texas
$217K +$109K +6,090 +101%
Goldman Sachs
111
Goldman Sachs
New York
$215K +$215K +11,990 New
GSBTD
112
Glenview State Bank Trust Department
Illinois
$214K
TIA
113
Traphagen Investment Advisors
New Jersey
$206K -$74.4K -4,154 -26%
US Bancorp
114
US Bancorp
Minnesota
$204K
MMG
115
Monetary Management Group
Missouri
$192K
NEPWA
116
New England Private Wealth Advisors
Massachusetts
$191K +$89 +5 +0%
RG
117
Retirement Group
California
$179K +$179K +10,000 New
FNBOSM
118
First National Bank of South Miami
Florida
$159K
SPIA
119
Steward Partners Investment Advisory
New York
$152K +$1.14K +64 +0.8%
BWL
120
Bogart Wealth LLC
Virginia
$132K +$122K +6,834 +1,268%
APA
121
American Portfolios Advisors
New York
$126K +$23.3K +1,300 +23%
SBL
122
Sargent Bickham Lagudis
Colorado
$118K +$9.76K +547 +9%
PIMG
123
Patriot Investment Management Group
Tennessee
$110K +$110K +6,158 New
EFSCE
124
Enterprise Financial Services Corp (EFSC)
Missouri
$103K -$557K -31,195 -84%
RCA
125
Rowland Carmichael Advisors
Arizona
$94K