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Invesco Financial Preferred ETF

185 hedge funds and large institutions have $208M invested in Invesco Financial Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$67K +$42.4K +3,000 +173%
CIAS
127
Capital Investment Advisory Services
North Carolina
$55.9K +$112 +8 +0.2%
IA
128
IFP Advisors
Florida
$55.6K +$27.1K +1,928 +95%
HI
129
Harbour Investments
Wisconsin
$53.8K -$7.45K -530 -12%
Franklin Resources
130
Franklin Resources
California
$52.7K
RG
131
Retirement Group
California
$37.3K -$4.04K -287 -10%
CWP
132
Concord Wealth Partners
Virginia
$36.4K +$520 +37 +1%
RFG
133
RFP Financial Group
Georgia
$35.9K
FFA
134
Founders Financial Alliance
North Carolina
$29.9K
BAM
135
Byrne Asset Management
New Jersey
$28K
MFA
136
McClarren Financial Advisors
Pennsylvania
$27K +$394 +29 +1%
AF
137
Advisornet Financial
Minnesota
$26.9K
JPWM
138
Jamison Private Wealth Management
Georgia
$24.8K +$24.8K +1,762 New
JFG
139
JDM Financial Group
Texas
$22.8K +$323 +23 +1%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$22.7K
SSWM
141
Sheets Smith Wealth Management
North Carolina
$21.6K +$21.6K +1,533 New
KIG
142
Kessler Investment Group
Indiana
$21.2K
TLCM
143
Twin Lakes Capital Management
California
$21.1K
UCB
144
United Community Bank
South Carolina
$21K +$21K +1,491 New
RL
145
Rogco LP
Oklahoma
$20.5K +$20.5K +1,461 New
BAM
146
Bellevue Asset Management
Washington
$20.1K
BFEC
147
Benjamin F. Edwards & Company
Missouri
$19K
WP
148
WealthShield Partners
North Carolina
$18.4K -$9.84K -700 -35%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$16.4K -$380 -27 -2%
WFA
150
WestHill Financial Advisors
California
$15.5K