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Invesco Financial Preferred ETF

172 hedge funds and large institutions have $197M invested in Invesco Financial Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
59
Reduced
49
Closed
20
Calls
$235K
Puts
$83K
Net Calls
+$152K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
126
JDM Financial Group
Texas
$27K +$391 +25 +1%
CIAS
127
Capital Investment Advisory Services
North Carolina
$26.2K +$125 +8 +0.5%
BAM
128
Byrne Asset Management
New Jersey
$25.8K
KIG
129
Kessler Investment Group
Indiana
$23.6K
TLCM
130
Twin Lakes Capital Management
California
$23.5K
RL
131
Rogco LP
Oklahoma
$22.9K
WI
132
Wintrust Investments
Illinois
$22K -$220K -14,180 -91%
WP
133
WealthShield Partners
North Carolina
$20.5K
PTC
134
Private Trust Company
Ohio
$20.2K -$11.1K -711 -36%
WIM
135
Westside Investment Management
California
$19.4K
NFA
136
Northwest Financial Advisors
Virginia
$18.6K +$18.6K +1,190 New
Fidelity Investments
137
Fidelity Investments
Massachusetts
$18K
SPIA
138
Steward Partners Investment Advisory
New York
$17.6K
RIL
139
Rothschild Investment LLC
Illinois
$17.2K
BWL
140
Bogart Wealth LLC
Virginia
$16.6K
PB
141
Pinnacle Bancorp
Nebraska
$15.7K
WT
142
Washington Trust
Rhode Island
$15.7K
IBOK
143
Independence Bank of Kentucky
Kentucky
$14.9K
BCWM
144
Bartlett & Co Wealth Management
Ohio
$14.9K
FFA
145
Founders Financial Alliance
North Carolina
$12.9K
AAP
146
Arax Advisory Partners
Colorado
$12.4K
GM
147
GeoWealth Management
Illinois
$11.7K +$11.7K +750 New
AIP
148
Ameritas Investment Partners
Nebraska
$11.5K -$51.1K -3,261 -82%
AF
149
Advisornet Financial
Minnesota
$7.83K
QCG
150
Quadrant Capital Group
Ohio
$7.83K