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Invesco Financial Preferred ETF

152 hedge funds and large institutions have $279M invested in Invesco Financial Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
48
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$95K -$27.6K -1,454 -23%
HWP
127
Hefty Wealth Partners
Indiana
$94K +$19 +1 +0%
BFEC
128
Benjamin F. Edwards & Company
Missouri
$86K +$9.94K +527 +13%
NFG
129
Next Financial Group
Texas
$84K -$4.74K -251 -5%
1832 Asset Management
130
1832 Asset Management
Ontario, Canada
$59K
MCIA
131
Mountain Capital Investment Advisors
Colorado
$57K +$50.5K +2,672 +781%
WEC
132
Winslow Evans & Crocker
Massachusetts
$49.3K -$22.7K -1,195 -31%
RFA
133
Reilly Financial Advisors
California
$39K
BCI
134
Brinker Capital Investments
Pennsylvania
$39K +$227 +12 +0.6%
KTC
135
Kistler-Tiffany Companies
Pennsylvania
$35K +$35K +1,825 New
OAM
136
Oppenheimer Asset Management
New York
$32K
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$29K -$218K -11,411 -88%
AF
138
Allworth Financial
California
$28K
SEI Investments
139
SEI Investments
Pennsylvania
$22K +$15.7K +831 +250%
CCM
140
Covington Capital Management
California
$20K +$20K +1,070 New
JCM
141
Jacobi Capital Management
Pennsylvania
$19K
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$74 +4 +0.5%
RCG
143
Ruggie Capital Group
Florida
$11K
MFW
144
Mosaic Family Wealth
Missouri
$10K
WIM
145
Westside Investment Management
California
$9.09K
AIM
146
Advantage Investment Management
Iowa
$9K -$11.1K -599 -55%
DSC
147
Duncker Streett & Co
Missouri
$6K
BWL
148
Bogart Wealth LLC
Virginia
$6K +$6K +339 New
GWS
149
Glassman Wealth Services
Virginia
$4K
SMG
150
Spectrum Management Group
Indiana
$4K +$4K +200 New