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Invesco Financial Preferred ETF

161 hedge funds and large institutions have $147M invested in Invesco Financial Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
-11
Holders Change %
-6.4%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
50
Reduced
49
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$16K -$29 -2 -0.2%
PPC
127
Park Place Capital
Alabama
$16K
BWL
128
Bogart Wealth LLC
Virginia
$15.1K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$15K -$1.35K -92 -8%
WT
130
Washington Trust
Rhode Island
$14.3K
PB
131
Pinnacle Bancorp
Nebraska
$14.3K
BCWM
132
Bartlett & Co Wealth Management
Ohio
$13.6K
NS
133
NBC Securities
Alabama
$10K +$10K +730 New
CWP
134
Concord Wealth Partners
Virginia
$9.77K -$11.2K -785 -53%
AIP
135
Ameritas Investment Partners
Nebraska
$9.36K +$143 +10 +2%
CIAS
136
Capital Investment Advisory Services
North Carolina
$7.9K +$114 +8 +1%
FMII
137
Farmers & Merchants Investments Inc
Nebraska
$7.71K +$7.71K +540 New
IBOK
138
Independence Bank of Kentucky
Kentucky
$7.14K -$6.43K -450 -47%
QCG
139
Quadrant Capital Group
Ohio
$7.14K
AC
140
AlphaCore Capital
California
$7.14K +$7.14K +500 New
WPA
141
Wealth Preservation Advisors
Tennessee
$7.14K +$7.14K +500 New
HWA
142
Heritage Wealth Advisors
Virginia
$6.91K
PP
143
Pacifica Partners
Canada
$6.33K +$6.33K +447 New
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$6.27K
S
145
SignatureFD
Georgia
$4.87K -$12.2K -855 -71%
TSMHT
146
Thurston Springer Miller Herd & Titak
Indiana
$4.64K
GWM
147
Geneos Wealth Management
Colorado
$4.28K +$2.14K +150 +100%
Simplex Trading
148
Simplex Trading
Illinois
$4K +$4K +333 New
CICI
149
Capital Investment Counsel Inc
North Carolina
$3.93K
DSC
150
Duncker Streett & Co
Missouri
$3.88K