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Invesco Financial Preferred ETF

173 hedge funds and large institutions have $185M invested in Invesco Financial Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-9
Holders Change %
-4.95%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
38
Reduced
67
Closed
17
Calls
$405K
Puts
$55K
Net Calls
+$350K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$25.4K -$1.1M -72,108 -98%
CIAS
127
Capital Investment Advisory Services
North Carolina
$25.3K -$20.9K -1,373 -45%
BAM
128
Byrne Asset Management
New Jersey
$25.1K -$5.33K -350 -18%
KIG
129
Kessler Investment Group
Indiana
$23K
TLCM
130
Twin Lakes Capital Management
California
$22.9K
RL
131
Rogco LP
Oklahoma
$22.3K
BAM
132
Bellevue Asset Management
Washington
$21.8K
BFEC
133
Benjamin F. Edwards & Company
Missouri
$20K
WP
134
WealthShield Partners
North Carolina
$19.9K
WIM
135
Westside Investment Management
California
$19.9K +$19.9K +1,300 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$18.7K -$140K -9,200 -88%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$17.5K -$381 -25 -2%
SPIA
138
Steward Partners Investment Advisory
New York
$17.1K +$7.44K +488 +77%
RIL
139
Rothschild Investment LLC
Illinois
$16.8K
BWL
140
Bogart Wealth LLC
Virginia
$16.2K
WT
141
Washington Trust
Rhode Island
$15.2K
PB
142
Pinnacle Bancorp
Nebraska
$15.2K
MMG
143
Monetary Management Group
Missouri
$15.2K
IBOK
144
Independence Bank of Kentucky
Kentucky
$14.5K
SIS
145
Sound Income Strategies
Florida
$13.6K -$1.37K -90 -9%
FFA
146
Founders Financial Alliance
North Carolina
$12.6K -$869 -57 -6%
AAP
147
Arax Advisory Partners
Colorado
$12K
GEA
148
Glen Eagle Advisors
New Jersey
$9.14K
AF
149
Advisornet Financial
Minnesota
$7.62K -$13.9K -913 -65%
QCG
150
Quadrant Capital Group
Ohio
$7.62K