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Invesco Financial Preferred ETF

161 hedge funds and large institutions have $147M invested in Invesco Financial Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
-11
Holders Change %
-6.4%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
50
Reduced
49
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
101
Aptus Capital Advisors
Alabama
$79.3K +$67.6K +4,737 +580%
FF
102
Friedenthal Financial
New Jersey
$72K +$3.56K +249 +5%
GBA
103
Garrison Bradford & Associates
New York
$71.4K +$71.4K +5,000 New
IA
104
IFP Advisors
Florida
$57.6K
VFM
105
Vision Financial Markets
Connecticut
$57.1K
AIM
106
Anchor Investment Management
South Carolina
$57.1K
PP
107
Prudential plc
United Kingdom
$55.7K
GWANC
108
Guardian Wealth Advisors (North Carolina)
North Carolina
$37.4K +$37.4K +2,621 New
PCM
109
Palouse Capital Management
Washington
$37K
AWM
110
AE Wealth Management
Kansas
$34.6K
HI
111
Harbour Investments
Wisconsin
$34.5K -$5.73K -401 -14%
US Bancorp
112
US Bancorp
Minnesota
$32.1K +$2.14K +150 +7%
GI
113
GAMMA Investing
California
$31.1K
MFA
114
McClarren Financial Advisors
Pennsylvania
$31K -$4.73M -2,135 -99%
PC
115
Promus Capital
Illinois
$30.2K
RFA
116
Register Financial Advisors
Georgia
$29.6K +$443 +31 +2%
RMP
117
Richards, Merrill & Peterson
Washington
$27.7K
JFG
118
JDM Financial Group
Texas
$25.4K +$385 +27 +2%
KIG
119
Kessler Investment Group
Indiana
$21.5K
RL
120
Rogco LP
Oklahoma
$20.9K
OIA
121
Optimum Investment Advisors
Illinois
$19.3K -$62.1K -4,350 -76%
BAM
122
Byrne Asset Management
New Jersey
$19.3K
William Blair & Company
123
William Blair & Company
Illinois
$19.3K +$17.1K +1,200 +800%
WP
124
WealthShield Partners
North Carolina
$18.7K
RIL
125
Rothschild Investment LLC
Illinois
$16.7K +$985 +69 +6%