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Invesco Financial Preferred ETF

172 hedge funds and large institutions have $297M invested in Invesco Financial Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
61
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
126
Csenge Advisory Group
Florida
$190K -$12.3K -652 -6%
Truist Financial
127
Truist Financial
North Carolina
$190K
IA
128
IFP Advisors
Florida
$177K -$37K -1,959 -17%
RFC
129
Regions Financial Corp
Alabama
$177K +$177K +9,400 New
WAM
130
Wealthspire Advisors (Maryland)
Maryland
$159K -$4.47K -236 -3%
APA
131
American Portfolios Advisors
New York
$152K +$152K +8,072 New
SBL
132
Sargent Bickham Lagudis
Colorado
$145K +$33K +1,746 +29%
ASN
133
Advisory Services Network
Georgia
$129K -$31.5K -1,673 -20%
TFA
134
Transamerica Financial Advisors
Florida
$124K +$124K +6,562 New
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$109K +$80.2K +4,233 +279%
SEI Investments
136
SEI Investments
Pennsylvania
$101K +$79.1K +4,206 +362%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$94K
AOWM
138
Alpha Omega Wealth Management
Virginia
$93K -$1.88K -100 -2%
HWP
139
Hefty Wealth Partners
Indiana
$93K
BFEC
140
Benjamin F. Edwards & Company
Missouri
$86K +$151 +8 +0.2%
AF
141
Advisornet Financial
Minnesota
$82K +$82K +4,320 New
FGC
142
Financial Gravity Companies
Texas
$61K +$61K +3,292 New
1832 Asset Management
143
1832 Asset Management
Ontario, Canada
$58K
WEC
144
Winslow Evans & Crocker
Massachusetts
$50K +$944 +50 +2%
RFA
145
Reilly Financial Advisors
California
$39K
BCI
146
Brinker Capital Investments
Pennsylvania
$39K +$225 +12 +0.6%
CA
147
Calton & Associates
Florida
$36K +$36K +1,971 New
KTC
148
Kistler-Tiffany Companies
Pennsylvania
$34K
MOS
149
MGO One Seven
Ohio
$34K +$34K +1,800 New
SWM
150
SeaCrest Wealth Management
New York
$30K +$30K +1,600 New