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Invesco Financial Preferred ETF

211 hedge funds and large institutions have $281M invested in Invesco Financial Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
51
Reduced
85
Closed
18
Calls
Puts
$359K
Net Calls
-$359K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Shares
Change %
NEPWA
126
New England Private Wealth Advisors
Massachusetts
$177K -$17 -1 -0%
SIAG
127
Safeguard Investment Advisory Group
California
$177K
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$171K -$11.2K -719 -6%
BRWA
129
B. Riley Wealth Advisors
Florida
$168K -$25.2K -1,620 -13%
FIA
130
Foundations Investment Advisors
Arizona
$158K -$2.18K -140 -1%
APA
131
American Portfolios Advisors
New York
$157K -$7.77K -500 -5%
OIA
132
Optimum Investment Advisors
Illinois
$155K -$10.9K -700 -7%
MMG
133
Monetary Management Group
Missouri
$152K
AF
134
Affiance Financial
Minnesota
$147K -$2.13K -137 -1%
WAM
135
Worth Asset Management
Texas
$143K -$11.3K -730 -7%
SC
136
SouthState Corp
Florida
$124K
SBL
137
Sargent Bickham Lagudis
Colorado
$106K
HI
138
Harbour Investments
Wisconsin
$93K +$93K +6,000 New
KIG
139
Kessler Investment Group
Indiana
$61K
Franklin Resources
140
Franklin Resources
California
$58K -$16.2K -1,050 -22%
RG
141
Retirement Group
California
$53K -$113K -7,323 -68%
FFA
142
Founders Financial Alliance
North Carolina
$52K -$16.4K -1,055 -24%
FNBOSM
143
First National Bank of South Miami
Florida
$51K
William Blair & Company
144
William Blair & Company
Illinois
$49K
1832 Asset Management
145
1832 Asset Management
Ontario, Canada
$48K
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$47K -$3.13M -203,369 -99%
ZIG
147
Zullo Investment Group
Pennsylvania
$47K
NL
148
NVWM LLC
Pennsylvania
$42K
AF
149
Advisornet Financial
Minnesota
$42K +$139 +9 +0.3%
CM
150
Cornerstone Management
Georgia
$41.5K