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Invesco Financial Preferred ETF

175 hedge funds and large institutions have $293M invested in Invesco Financial Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
45
Closed
19
Calls
$3.07M
Puts
$222K
Net Calls
+$2.85M
Net Calls Change
+$636K
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$114K +$106K +5,684 +1,328%
FNBOSM
127
First National Bank of South Miami
Florida
$108K -$58.8K -3,138 -35%
EFSCE
128
Enterprise Financial Services Corp (EFSC)
Missouri
$108K
RCA
129
Rowland Carmichael Advisors
Arizona
$98K
AWM
130
Atticus Wealth Management
Florida
$93K +$12.5K +672 +16%
William Blair & Company
131
William Blair & Company
Illinois
$90K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$85K +$33.8K +1,800 +66%
FFA
133
Founders Financial Alliance
North Carolina
$84K +$84K +4,511 New
AF
134
Advisornet Financial
Minnesota
$83K +$5.76K +308 +7%
KIG
135
Kessler Investment Group
Indiana
$74K
GFPC
136
Global Financial Private Client
Florida
$71.3K +$867 +46 +1%
Franklin Resources
137
Franklin Resources
California
$70K
1832 Asset Management
138
1832 Asset Management
Ontario, Canada
$58K
GI
139
Gradient Investments
Minnesota
$49K -$5.7K -302 -10%
NL
140
NVWM LLC
Pennsylvania
$47K
LDFR
141
Lehman & Derafelo Financial Resources
Pennsylvania
$41K +$488 +26 +1%
WT
142
Washington Trust
Rhode Island
$40K -$6.3K -340 -14%
BFG
143
Baron Financial Group
New Jersey
$39.7K +$39.7K +2,121 New
GWM
144
Geneos Wealth Management
Colorado
$39K
CIAS
145
Capital Investment Advisory Services
North Carolina
$35K +$24.6K +1,306 +237%
CFGS
146
Concourse Financial Group Securities
Alabama
$34K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$30K
GSWM
148
Golden State Wealth Management
California
$30K +$30K +1,600 New
BAM
149
Bellevue Asset Management
Washington
$27K
DI
150
Disciplined Investments
Oklahoma
$26K +$323 +17 +1%