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Invesco Financial Preferred ETF

209 hedge funds and large institutions have $394M invested in Invesco Financial Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+34
Holders Change %
+19.43%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
44
Increased
70
Reduced
49
Closed
7
Calls
$217K
Puts
Net Calls
+$217K
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAP
126
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$288K +$288K +15,000 New
JWCA
127
J.W. Cole Advisors
Florida
$282K -$36.2K -1,883 -11%
CCM
128
Covington Capital Management
California
$280K
WA
129
WBH Advisory
Maryland
$280K +$227 +12 +0.1%
OC
130
Oppenheimer & Co
New York
$275K -$7.19K -374 -3%
MIAN
131
Mariner Independent Advisor Network
Kansas
$274K +$8.81K +459 +3%
WFA
132
WestHill Financial Advisors
California
$257K +$257K +13,375 New
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$245K +$5.76K +300 +2%
CG
134
CFO4Life Group
Texas
$241K +$241K +12,549 New
BSA
135
Bull Street Advisors
Georgia
$240K
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$235K -$2.12K -114 -0.9%
GSBTD
137
Glenview State Bank Trust Department
Illinois
$230K
RT
138
Rockland Trust
Massachusetts
$225K
AF
139
Affiance Financial
Minnesota
$224K -$10.9K -565 -5%
US Bancorp
140
US Bancorp
Minnesota
$219K
MMG
141
Monetary Management Group
Missouri
$207K
NEPWA
142
New England Private Wealth Advisors
Massachusetts
$205K +$96 +5 +0%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$205K +$87.7K +4,572 +75%
AWM
144
AE Wealth Management
Kansas
$199K -$58K -3,026 -23%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$179K +$167K +8,683 +1,348%
RA
146
Reby Advisors
Connecticut
$166K +$166K +8,667 New
SPIA
147
Steward Partners Investment Advisory
New York
$161K -$6.11K -318 -4%
WWM
148
Wagner Wealth Management
South Carolina
$142K +$142K +7,390 New
Simplex Trading
149
Simplex Trading
Illinois
$137K +$137K +7,160 New
SBL
150
Sargent Bickham Lagudis
Colorado
$135K