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Invesco Financial Preferred ETF

173 hedge funds and large institutions have $360M invested in Invesco Financial Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
35
Increased
36
Reduced
63
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AOWM
126
Alpha Omega Wealth Management
Virginia
$69K
SBL
127
Sargent Bickham Lagudis
Colorado
$68K +$3.76K +217 +6%
Deutsche Bank
128
Deutsche Bank
Germany
$63K +$21.1K +1,218 +50%
William Blair & Company
129
William Blair & Company
Illinois
$62K +$62K +3,600 New
1832 Asset Management
130
1832 Asset Management
Ontario, Canada
$54K
IA
131
IFP Advisors
Florida
$44K -$131K -7,638 -75%
NL
132
NVWM LLC
Pennsylvania
$43K -$5.16K -300 -11%
SF
133
Synovus Financial
Georgia
$43K
FHA
134
First Horizon Advisors
Tennessee
$42K -$43.8K -2,500 -51%
MOS
135
MGO One Seven
Ohio
$42K +$42K +2,465 New
BCI
136
Brinker Capital Investments
Pennsylvania
$36K -$17 -1 -0%
LDFR
137
Lehman & Derafelo Financial Resources
Pennsylvania
$35K +$35K +1,994 New
NFG
138
Next Financial Group
Texas
$32K +$32K +1,856 New
GWM
139
Geneos Wealth Management
Colorado
$31K +$84 +5 +0.3%
EWM
140
Executive Wealth Management
Michigan
$29K +$29K +1,698 New
SWM
141
SeaCrest Wealth Management
New York
$28K
APC
142
Aspire Private Capital
North Carolina
$25K +$25K +1,428 New
IWA
143
Intercontinental Wealth Advisors
Texas
$22K +$22K +1,250 New
PI
144
PineBridge Investments
New York
$21K
CCM
145
Covington Capital Management
California
$19K
WEC
146
Winslow Evans & Crocker
Massachusetts
$18K
TWA
147
TCI Wealth Advisors
Arizona
$18K +$18K +1,026 New
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$17K
DWM
149
Doyle Wealth Management
Florida
$17K +$17K +1,000 New
PB
150
Pinnacle Bancorp
Nebraska
$17K +$17K +1,000 New