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Invesco Financial Preferred ETF

224 hedge funds and large institutions have $250M invested in Invesco Financial Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 81 reducing their positions, and 15 closing their positions.

Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
51
Reduced
81
Closed
15
Calls
$220K
Puts
$24K
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
RT
126
Rockland Trust
Massachusetts
$168K
IAN
127
Integrated Advisors Network
Texas
$166K -$7.11K -494 -4%
1WM
128
1900 Wealth Management
Texas
$165K
ACM
129
Advisors Capital Management
New Jersey
$160K +$1.51K +105 +1%
BB
130
Busey Bank
Illinois
$159K
GBA
131
Garrison Bradford & Associates
New York
$158K -$144K -10,000 -48%
AFM
132
Abbot Financial Management
Massachusetts
$158K -$50.4K -3,500 -24%
KF
133
Krilogy Financial
Missouri
$155K -$3.9K -271 -2%
JWCA
134
J.W. Cole Advisors
Florida
$155K -$24.6K -1,705 -14%
AWM
135
Aprio Wealth Management
Georgia
$153K +$153K +10,605 New
WEPOG
136
Wealth Enhancement & Preservation of GA
Georgia
$148K -$30.4K -2,114 -17%
Citadel Advisors
137
Citadel Advisors
Florida
$145K +$145K +10,101 New
BAAM
138
Baker Avenue Asset Management
California
$144K -$563K -39,118 -80%
US Bancorp
139
US Bancorp
Minnesota
$138K -$36.9K -2,560 -21%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$130K -$174K -12,059 -57%
MMG
141
Monetary Management Group
Missouri
$126K
AF
142
Affiance Financial
Minnesota
$124K -$12.2K -850 -9%
AIM
143
Anchor Investment Management
South Carolina
$118K +$82.2K +5,711 +228%
LC
144
Lindbrook Capital
California
$115K
SC
145
SouthState Corp
Florida
$115K
OIA
146
Optimum Investment Advisors
Illinois
$109K -$27.6K -1,915 -20%
PIMG
147
Patriot Investment Management Group
Tennessee
$98.7K +$98.7K +6,158 New
SBL
148
Sargent Bickham Lagudis
Colorado
$98K
HI
149
Harbour Investments
Wisconsin
$86.4K
CFGS
150
Concourse Financial Group Securities
Alabama
$86K +$86K +5,973 New