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Invesco Financial Preferred ETF

205 hedge funds and large institutions have $267M invested in Invesco Financial Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
50
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1WM
126
1900 Wealth Management
Texas
$172K
BRWA
127
B. Riley Wealth Advisors
Florida
$170K +$7.3K +485 +4%
BB
128
Busey Bank
Illinois
$166K -$30K -2,000 -15%
KF
129
Krilogy Financial
Missouri
$166K +$166K +11,047 New
ACM
130
Advisors Capital Management
New Jersey
$164K +$164K +11,001 New
AWM
131
AE Wealth Management
Kansas
$161K -$412K -27,320 -72%
SIAG
132
Safeguard Investment Advisory Group
California
$159K +$2.17K +145 +1%
OIA
133
Optimum Investment Advisors
Illinois
$142K -$7.51K -500 -5%
AF
134
Affiance Financial
Minnesota
$142K
MMG
135
Monetary Management Group
Missouri
$132K -$15.1K -1,000 -10%
LC
136
Lindbrook Capital
California
$120K -$91.5K -6,100 -43%
SC
137
SouthState Corp
Florida
$120K
APA
138
American Portfolios Advisors
New York
$107K -$45K -2,989 -30%
SBL
139
Sargent Bickham Lagudis
Colorado
$102K
HI
140
Harbour Investments
Wisconsin
$93K
GI
141
Gradient Investments
Minnesota
$72K -$4.1M -273,156 -98%
FFA
142
Founders Financial Alliance
North Carolina
$67K +$16.5K +1,091 +33%
AAP
143
Arax Advisory Partners
Colorado
$62K -$123K -8,170 -66%
Franklin Resources
144
Franklin Resources
California
$56K
RG
145
Retirement Group
California
$52K +$449 +30 +0.9%
FNBOSM
146
First National Bank of South Miami
Florida
$49K
William Blair & Company
147
William Blair & Company
Illinois
$48K
ZIG
148
Zullo Investment Group
Pennsylvania
$45K
NL
149
NVWM LLC
Pennsylvania
$41K
AF
150
Advisornet Financial
Minnesota
$41K +$181 +12 +0.4%