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Invesco Financial Preferred ETF

181 hedge funds and large institutions have $226M invested in Invesco Financial Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-5
Holders Change %
-2.69%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
53
Reduced
56
Closed
19
Calls
$136K
Puts
$20K
Net Calls
+$116K
Net Calls Change
+$236K
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
126
Capital Investment Advisory Services
North Carolina
$57K +$2.97K +207 +5%
Franklin Resources
127
Franklin Resources
California
$53.8K
GRP
128
Global Retirement Partners
California
$45.1K -$11.7K -812 -21%
RG
129
Retirement Group
California
$42.1K -$8.35K -582 -17%
FGAM
130
Financial Gravity Asset Management
Texas
$39.7K -$2.84K -1 -7%
CWP
131
Concord Wealth Partners
Virginia
$36.7K +$531 +37 +1%
RFG
132
RFP Financial Group
Georgia
$36.6K +$36.6K +2,550 New
HBW
133
Hazlett, Burt & Watson
West Virginia
$36K
MMG
134
Monetary Management Group
Missouri
$35.9K
FFA
135
Founders Financial Alliance
North Carolina
$30.5K -$11.5K -799 -27%
IA
136
IFP Advisors
Florida
$29K -$32.6K -2,272 -53%
BAM
137
Byrne Asset Management
New Jersey
$29K
WP
138
WealthShield Partners
North Carolina
$28.8K
MFA
139
McClarren Financial Advisors
Pennsylvania
$28K +$28K +1,957 New
AF
140
Advisornet Financial
Minnesota
$27.5K -$48.2K -3,360 -64%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$25K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$23.2K
JFG
143
JDM Financial Group
Texas
$22.9K +$330 +23 +1%
WAM
144
Worth Asset Management
Texas
$22.4K -$13.6K -950 -38%
KIG
145
Kessler Investment Group
Indiana
$21.6K
TLCM
146
Twin Lakes Capital Management
California
$21.5K
FNBOSM
147
First National Bank of South Miami
Florida
$21.4K -$25.8K -1,798 -55%
BAM
148
Bellevue Asset Management
Washington
$20.5K
BFEC
149
Benjamin F. Edwards & Company
Missouri
$19K
SIS
150
Sound Income Strategies
Florida
$18.7K -$689 -48 -4%