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Invesco Financial Preferred ETF

172 hedge funds and large institutions have $177M invested in Invesco Financial Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
52
Reduced
51
Closed
19
Calls
$150K
Puts
$192K
Net Calls
-$42K
Net Calls Change
-$194K
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
126
Register Financial Advisors
Georgia
$29.7K +$437 +30 +1%
DF
127
Dunhill Financial
United Kingdom
$29.2K +$393 +27 +1%
RMP
128
Richards, Merrill & Peterson
Washington
$28.3K +$28.3K +1,942 New
JFG
129
JDM Financial Group
Texas
$25.5K +$378 +26 +2%
KIG
130
Kessler Investment Group
Indiana
$21.9K
TLCM
131
Twin Lakes Capital Management
California
$21.8K
CWP
132
Concord Wealth Partners
Virginia
$21.4K -$18.8K -1,294 -47%
RL
133
Rogco LP
Oklahoma
$21.3K
VHAM
134
Van Hulzen Asset Management
California
$20.3K +$20.3K +1,397 New
BAM
135
Byrne Asset Management
New Jersey
$19.6K -$4.37K -300 -18%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$19.5K +$2.84K +195 +17%
WP
137
WealthShield Partners
North Carolina
$19K
WIM
138
Westside Investment Management
California
$18.9K
PTC
139
Private Trust Company
Ohio
$18.8K
S
140
SignatureFD
Georgia
$17.4K +$17.4K +1,196 New
WI
141
Wintrust Investments
Illinois
$17K -$2.79K -200 -14%
SPIA
142
Steward Partners Investment Advisory
New York
$16.4K +$29 +2 +0.2%
PPC
143
Park Place Capital
Alabama
$16.3K +$16.3K +1,120 New
RIL
144
Rothschild Investment LLC
Illinois
$16K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$16K -$10.7K -745 -40%
BWL
146
Bogart Wealth LLC
Virginia
$15.4K
WT
147
Washington Trust
Rhode Island
$14.6K
PB
148
Pinnacle Bancorp
Nebraska
$14.6K
BCWM
149
Bartlett & Co Wealth Management
Ohio
$13.8K
IBOK
150
Independence Bank of Kentucky
Kentucky
$13.8K