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Invesco Financial Preferred ETF

205 hedge funds and large institutions have $267M invested in Invesco Financial Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
50
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$268K +$60.1K +3,999 +29%
SI
102
Stephens Inc
Arkansas
$266K -$82.6K -5,500 -24%
EL
103
Essex LLC
Illinois
$257K -$6.26K -416 -2%
NWMG
104
National Wealth Management Group
Ohio
$254K -$144K -9,595 -36%
FHA
105
Flagship Harbor Advisors
Massachusetts
$246K +$572 +38 +0.2%
MCM
106
McRae Capital Management
New Jersey
$243K +$3.23K +214 +1%
OPS
107
Orion Portfolio Solutions
Nebraska
$237K -$42.9K -2,857 -15%
IWA
108
IBEX Wealth Advisors
New Jersey
$237K +$360 +24 +0.2%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$224K -$6.14K -408 -3%
CCM
110
Covington Capital Management
California
$219K
AFM
111
Abbot Financial Management
Massachusetts
$217K
OC
112
Oppenheimer & Co
New York
$210K +$9.24K +614 +5%
RIA
113
Regal Investment Advisors
Michigan
$208K +$3.33K +222 +2%
Brown Advisory
114
Brown Advisory
Maryland
$207K
CFA
115
Cahill Financial Advisors
Minnesota
$204K
VBCG
116
Valley Brook Capital Group
Pennsylvania
$204K
CW
117
Connectus Wealth
Ohio
$201K +$201K +13,350 New
CHA
118
Carmichael Hill & Associates
Maryland
$199K -$27.9K -1,858 -12%
JWCA
119
J.W. Cole Advisors
Florida
$187K -$29K -1,932 -13%
WEPOG
120
Wealth Enhancement & Preservation of GA
Georgia
$187K +$187K +12,403 New
KWM
121
Kingsview Wealth Management
Oregon
$186K +$186K +12,367 New
SIA
122
Soltis Investment Advisors
Utah
$184K +$184K +12,261 New
US Bancorp
123
US Bancorp
Minnesota
$182K
IAN
124
Integrated Advisors Network
Texas
$181K -$148K -9,861 -45%
RT
125
Rockland Trust
Massachusetts
$176K