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Invesco Financial Preferred ETF

181 hedge funds and large institutions have $226M invested in Invesco Financial Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
181
Holders Change
-5
Holders Change %
-2.69%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
53
Reduced
56
Closed
19
Calls
$136K
Puts
$20K
Net Calls
+$116K
Net Calls Change
+$236K
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
101
Howard Wealth Management
Connecticut
$203K -$137K -9,550 -40%
OC
102
Oppenheimer & Co
New York
$199K +$2.9K +202 +1%
NWMG
103
National Wealth Management Group
Ohio
$196K -$33.5K -2,340 -15%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$192K +$14.3K +995 +8%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$190K +$42.9K +2,991 +29%
VBCG
106
Valley Brook Capital Group
Pennsylvania
$185K
KWM
107
Kingsview Wealth Management
Oregon
$179K +$703 +49 +0.4%
AWM
108
AE Wealth Management
Kansas
$177K +$13K +904 +8%
BCWM
109
Bartlett & Co Wealth Management
Ohio
$171K +$171K +11,950 New
BC
110
Bartlett & Co
Ohio
$171K +$171K +11,950 New
RT
111
Rockland Trust
Massachusetts
$168K
1WM
112
1900 Wealth Management
Texas
$164K
ACM
113
Advisors Capital Management
New Jersey
$164K +$2.38K +166 +1%
HF
114
HRT Financial
New York
$163K -$116K -8,102 -42%
GBA
115
Garrison Bradford & Associates
New York
$158K
JWCA
116
J.W. Cole Advisors
Florida
$156K +$746 +52 +0.5%
AWS
117
Atria Wealth Solutions
New York
$153K +$153K +10,684 New
US Bancorp
118
US Bancorp
Minnesota
$149K +$11.5K +800 +8%
CHA
119
Carmichael Hill & Associates
Maryland
$116K -$68.7K -4,784 -37%
LC
120
Lindbrook Capital
California
$115K
OIA
121
Optimum Investment Advisors
Illinois
$103K -$5.02K -350 -5%
CFGS
122
Concourse Financial Group Securities
Alabama
$85.7K
AIM
123
Anchor Investment Management
South Carolina
$82K -$35.9K -2,500 -30%
AIP
124
Ameritas Investment Partners
Nebraska
$71K -$631 -44 -0.9%
HI
125
Harbour Investments
Wisconsin
$62.5K -$23.6K -1,644 -27%