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Invesco Financial Preferred ETF

150 hedge funds and large institutions have $140M invested in Invesco Financial Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 19.35%19.7% (+0.35%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

4% less funds holding

Funds holding: 157150 (-7)

6% less capital invested

Capital invested by funds: $148M → $140M (-$8.19M)

Holders
150
Holders Change
-7
Holders Change %
-4.46%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
44
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
101
Pacific Center for Financial Services
California
$54.6K +$56.5K +3,967 New
B
102
Bayban
Minnesota
$53.7K
RL
103
Rogco LP
Oklahoma
$49.8K
CNBT
104
Cornerstone National Bank & Trust
Illinois
$48.4K +$49.8K +3,500 New
PCM
105
Palouse Capital Management
Washington
$35.6K
HPBT
106
Hickory Point Bank & Trust
Illinois
$34.4K +$35.6K +2,500 New
US Bancorp
107
US Bancorp
Minnesota
$31K
RFA
108
Register Financial Advisors
Georgia
$30.3K +$455 +32 +1%
GI
109
GAMMA Investing
California
$30K
WA
110
Waverly Advisors
Alabama
$29.1K
RMP
111
Richards, Merrill & Peterson
Washington
$26.7K
JFG
112
JDM Financial Group
Texas
$26K +$384 +27 +1%
LFG
113
Larson Financial Group
Missouri
$21.2K +$584 +41 +3%
NL
114
NVWM LLC
Pennsylvania
$17.9K
BAM
115
Byrne Asset Management
New Jersey
$16.5K -$712 -50 -4%
RIL
116
Rothschild Investment LLC
Illinois
$16.1K
PPC
117
Park Place Capital
Alabama
$15.4K
SPIA
118
Steward Partners Investment Advisory
New York
$15.1K -$384 -27 -2%
BWL
119
Bogart Wealth LLC
Virginia
$14.6K
CIAS
120
Capital Investment Advisory Services
North Carolina
$13.8K
PB
121
Pinnacle Bancorp
Nebraska
$13.8K
BCWM
122
Bartlett & Co Wealth Management
Ohio
$13.3K
JP Morgan Chase
123
JP Morgan Chase
New York
$12.8K +$11.3K +797 +586%
Simplex Trading
124
Simplex Trading
Illinois
$12.1K +$12.5K +878 New
NS
125
NBC Securities
Alabama
$11.7K