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Invesco Financial Preferred ETF

159 hedge funds and large institutions have $155M invested in Invesco Financial Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
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
CIAS
126
Capital Investment Advisory Services
North Carolina
$15.7K
BWL
127
Bogart Wealth LLC
Virginia
$15.5K
PB
128
Pinnacle Bancorp
Nebraska
$14.6K
BCWM
129
Bartlett & Co Wealth Management
Ohio
$13.9K
PFBT
130
Parkside Financial Bank & Trust
Missouri
$13.4K
NS
131
NBC Securities
Alabama
$12.4K
EAM
132
Empirical Asset Management
Massachusetts
$12K
CWP
133
Concord Wealth Partners
Virginia
$10.3K
AIP
134
Ameritas Investment Partners
Nebraska
$9.88K
TCM
135
Triumph Capital Management
Colorado
$8.77K
GEA
136
Glen Eagle Advisors
New Jersey
$8.77K
AC
137
AlphaCore Capital
California
$7.31K
WPA
138
Wealth Preservation Advisors
Tennessee
$7.31K
QCG
139
Quadrant Capital Group
Ohio
$7.31K
HWA
140
Heritage Wealth Advisors
Virginia
$7.08K
PP
141
Pacifica Partners
Canada
$6.61K
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$6.42K
GRP
143
Global Retirement Partners
California
$4.39K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$4K
DSC
145
Duncker Streett & Co
Missouri
$3.85K
OFG
146
Oxford Financial Group
Indiana
$3.75K
CAM
147
Costello Asset Management
Pennsylvania
$3.74K
Simplex Trading
148
Simplex Trading
Illinois
$3K
ETS
149
ESL Trust Services
New York
$2.92K
SIS
150
Sound Income Strategies
Florida
$2.59K