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Invesco Financial Preferred ETF

191 hedge funds and large institutions have $396M invested in Invesco Financial Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-13
Holders Change %
-6.37%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
81
Reduced
46
Closed
18
Calls
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
+$291K
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
126
Optimum Investment Advisors
Illinois
$235K -$85.2K -4,500 -27%
US Bancorp
127
US Bancorp
Minnesota
$234K +$2.92K +154 +1%
BB
128
Busey Bank
Illinois
$227K +$227K +11,980 New
NFG
129
Next Financial Group
Texas
$224K -$164K -8,655 -42%
RT
130
Rockland Trust
Massachusetts
$222K
NDSI
131
Newman Dignan & Sheerar Inc
Rhode Island
$221K
AF
132
Affiance Financial
Minnesota
$221K
CG
133
Cutler Group
California
$219K +$136K +7,200 +164%
BRWA
134
B. Riley Wealth Advisors
Florida
$204K -$69K -3,635 -25%
MMG
135
Monetary Management Group
Missouri
$204K
NEPWA
136
New England Private Wealth Advisors
Massachusetts
$203K +$95 +5 +0%
PA
137
Probity Advisors
Texas
$189K
AA
138
AlphaMark Advisors
Kentucky
$187K +$121K +6,367 +181%
APA
139
American Portfolios Advisors
New York
$184K +$56.1K +2,960 +44%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$174K -$6.37K -337 -4%
SBL
141
Sargent Bickham Lagudis
Colorado
$129K
KIG
142
Kessler Investment Group
Indiana
$110K -$21.9K -1,160 -17%
FNBOSM
143
First National Bank of South Miami
Florida
$101K
CFGS
144
Concourse Financial Group Securities
Alabama
$94K +$15.1K +800 +19%
FFA
145
Founders Financial Alliance
North Carolina
$83K +$57 +3 +0.1%
Citigroup
146
Citigroup
New York
$80K -$187K -9,876 -70%
William Blair & Company
147
William Blair & Company
Illinois
$74K +$9.46K +497 +15%
AAM
148
Advisors Asset Management
Colorado
$73K +$76 +4 +0.1%
Franklin Resources
149
Franklin Resources
California
$71K
SWM
150
Spire Wealth Management
Virginia
$68K -$38.4K -2,033 -36%