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Invesco Financial Preferred ETF

173 hedge funds and large institutions have $246M invested in Invesco Financial Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
57
Reduced
45
Closed
27
Calls
$3.01M
Puts
$802K
Net Calls
+$2.21M
Net Calls Change
+$3.49M
Name Holding Trade Value Shares
Change
Shares
Change %
SNT
126
Security National Trust
West Virginia
$89K
William Blair & Company
127
William Blair & Company
Illinois
$86K -$22.3K -1,244 -21%
AWM
128
Atticus Wealth Management
Florida
$77K +$1.07K +60 +1%
AF
129
Advisornet Financial
Minnesota
$74K +$143 +8 +0.2%
KIG
130
Kessler Investment Group
Indiana
$70K
Franklin Resources
131
Franklin Resources
California
$69K +$69K +3,750 New
GFPC
132
Global Financial Private Capital
Florida
$67K -$12.7K -709 -16%
GFPC
133
Global Financial Private Client
Florida
$67K +$878 +49 +1%
1832 Asset Management
134
1832 Asset Management
Ontario, Canada
$55K
GI
135
Gradient Investments
Minnesota
$52K -$10.6M -593,666 -100%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$49K
OPS
137
Orion Portfolio Solutions
Nebraska
$46K +$15.9K +892 +53%
SF
138
Synovus Financial
Georgia
$45K
WT
139
Washington Trust
Rhode Island
$45K
NL
140
NVWM LLC
Pennsylvania
$45K
LDFR
141
Lehman & Derafelo Financial Resources
Pennsylvania
$39K +$506 +28 +1%
GWM
142
Geneos Wealth Management
Colorado
$37K
CFGS
143
Concourse Financial Group Securities
Alabama
$32K -$72.5K -4,099 -69%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$30K
WCAMG
145
Woodard & Company Asset Management Group
North Carolina
$26K -$317K -17,944 -92%
BAM
146
Bellevue Asset Management
Washington
$26K
DI
147
Disciplined Investments
Oklahoma
$24K +$320 +18 +1%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$23K +$22.9K +1,257 +41,900%
CAL
149
Capital Advisors Ltd
Ohio
$21K
PI
150
PineBridge Investments
New York
$18K