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Invesco Financial Preferred ETF

158 hedge funds and large institutions have $148M invested in Invesco Financial Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
126
Bartlett & Co Wealth Management
Ohio
$13.4K
NS
127
NBC Securities
Alabama
$12K
EAM
128
Empirical Asset Management
Massachusetts
$12K
CWP
129
Concord Wealth Partners
Virginia
$10.1K
AIP
130
Ameritas Investment Partners
Nebraska
$9.71K
TCM
131
Triumph Capital Management
Colorado
$8.48K
QCG
132
Quadrant Capital Group
Ohio
$7.07K
WPA
133
Wealth Preservation Advisors
Tennessee
$7.07K
HFS
134
Hantz Financial Services
Michigan
$7K
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$6.93K
HWA
136
Heritage Wealth Advisors
Virginia
$6.84K
PP
137
Pacifica Partners
Canada
$6.39K
PGAM
138
Princeton Global Asset Management
New Jersey
$4.71K
GRP
139
Global Retirement Partners
California
$4.24K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$4K
AF
141
Allworth Financial
California
$3.89K
DSC
142
Duncker Streett & Co
Missouri
$3.72K
OFG
143
Oxford Financial Group
Indiana
$3.68K
CAM
144
Costello Asset Management
Pennsylvania
$3.68K
SIS
145
Sound Income Strategies
Florida
$2.54K
William Blair & Company
146
William Blair & Company
Illinois
$2.12K
WP
147
WealthShield Partners
North Carolina
$2.05K
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$1.97K
JP Morgan Chase
149
JP Morgan Chase
New York
$1.92K
Fidelity Investments
150
Fidelity Investments
Massachusetts
$1.85K