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Invesco Financial Preferred ETF

161 hedge funds and large institutions have $319M invested in Invesco Financial Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
-9
Holders Change %
-5.29%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
13
Increased
56
Reduced
41
Closed
20
Calls
Puts
$550K
Net Calls
-$550K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Shares
Change %
NL
126
NVWM LLC
Pennsylvania
$85K
KIG
127
Kessler Investment Group
Indiana
$74K -$11.7K -620 -14%
AAM
128
Advisors Asset Management
Colorado
$64K -$56.1K -3,000 -47%
1832 Asset Management
129
1832 Asset Management
Ontario, Canada
$58K
GWM
130
Geneos Wealth Management
Colorado
$51K +$112 +6 +0.2%
SF
131
Synovus Financial
Georgia
$47K
LDFR
132
Lehman & Derafelo Financial Resources
Pennsylvania
$39K +$470 +25 +1%
IA
133
IFP Advisors
Florida
$39K +$39K +2,065 New
NFG
134
Next Financial Group
Texas
$32K -$299 -16 -0.9%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$30K
GSWM
136
Golden State Wealth Management
California
$30K
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$30K
IWA
138
Intercontinental Wealth Advisors
Texas
$23K
BCI
139
Brinker Capital Investments
Pennsylvania
$22K
CCM
140
Covington Capital Management
California
$20K
PI
141
PineBridge Investments
New York
$19K
PB
142
Pinnacle Bancorp
Nebraska
$19K
WEC
143
Winslow Evans & Crocker
Massachusetts
$18K
IBOK
144
Independence Bank of Kentucky
Kentucky
$18K
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$112 +6 +0.6%
FGAM
146
Financial Gravity Asset Management
Texas
$16K -$21.6K -1,175 -57%
LWA
147
Lowe Wealth Advisors
Maryland
$16K
AM
148
Atwater Malick
Pennsylvania
$16K +$16K +873 New
WCG
149
Weaver Consulting Group
California
$11K
BWM
150
BerganKDV Wealth Management
Minnesota
$10K