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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
FFA
126
Founders Financial Alliance
North Carolina
$11.4K +$11.8K +826 New
HI
127
Harbour Investments
Wisconsin
$10.5K -$20.3K -1,425 -65%
AIP
128
Ameritas Investment Partners
Nebraska
$9.59K +$142 +10 +1%
TCM
129
Triumph Capital Management
Colorado
$8.26K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$8.1K +$4.34K +305 +107%
QCG
131
Quadrant Capital Group
Ohio
$6.88K
WPA
132
Wealth Preservation Advisors
Tennessee
$6.88K
NEWAS
133
N.E.W. Advisory Services
Wisconsin
$6.88K +$7.12K +500 New
HWA
134
Heritage Wealth Advisors
Virginia
$6.66K
PP
135
Pacifica Partners
Canada
$6.15K
PWM
136
Peterson Wealth Management
Nevada
$5.5K +$5.69K +400 New
ACA
137
Aptus Capital Advisors
Alabama
$4.62K -$141K -9,898 -97%
PGAM
138
Princeton Global Asset Management
New Jersey
$4.58K
AF
139
Allworth Financial
California
$3.78K
OFG
140
Oxford Financial Group
Indiana
$3.64K +$57 +4 +2%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$3.14K -$3.73K -262 -53%
SIS
142
Sound Income Strategies
Florida
$2.45K
DSC
143
Duncker Streett & Co
Missouri
$2.2K -$1.47K -103 -39%
William Blair & Company
144
William Blair & Company
Illinois
$2.06K
Fidelity Investments
145
Fidelity Investments
Massachusetts
$2.02K +$228 +16 +12%
WP
146
WealthShield Partners
North Carolina
$2K
DAM
147
Delta Asset Management
Tennessee
$1.71K
WA
148
Westfuller Advisors
New York
$1.42K
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$1.27K -$669 -47 -34%
AssetMark Inc
150
AssetMark Inc
California
$193