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Invesco Financial Preferred ETF

157 hedge funds and large institutions have $148M invested in Invesco Financial Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 19.71%19.35% (-0.37%)

3% less funds holding

Funds holding: 162157 (-5)

6% less capital invested

Capital invested by funds: $157M → $148M (-$8.84M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
44
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$61.8K
AIM
102
Anchor Investment Management
South Carolina
$56.6K
VFM
103
Vision Financial Markets
Connecticut
$56.6K
B
104
Bayban
Minnesota
$55.1K +$56K +3,900 New
RL
105
Rogco LP
Oklahoma
$51.2K
FHA
106
Flagship Harbor Advisors
Massachusetts
$39.8K +$40.4K +2,811 New
PCM
107
Palouse Capital Management
Washington
$36.6K
AWM
108
AE Wealth Management
Kansas
$33.2K
US Bancorp
109
US Bancorp
Minnesota
$31.8K
HI
110
Harbour Investments
Wisconsin
$31K
GI
111
GAMMA Investing
California
$30.8K
RFA
112
Register Financial Advisors
Georgia
$30.7K +$488 +34 +2%
WA
113
Waverly Advisors
Alabama
$29.9K +$30.4K +2,117 New
RMP
114
Richards, Merrill & Peterson
Washington
$27.5K
JFG
115
JDM Financial Group
Texas
$26.3K +$431 +30 +2%
LFG
116
Larson Financial Group
Missouri
$21.2K +$21.5K +1,500 New
NL
117
NVWM LLC
Pennsylvania
$18.4K
BAM
118
Byrne Asset Management
New Jersey
$17.7K -$1.44K -100 -7%
RIL
119
Rothschild Investment LLC
Illinois
$16.5K
SPIA
120
Steward Partners Investment Advisory
New York
$15.9K
PPC
121
Park Place Capital
Alabama
$15.8K
BWL
122
Bogart Wealth LLC
Virginia
$15K
CIAS
123
Capital Investment Advisory Services
North Carolina
$14.1K -$1.02K -71 -7%
PB
124
Pinnacle Bancorp
Nebraska
$14.1K
BCWM
125
Bartlett & Co Wealth Management
Ohio
$13.4K