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Invesco Financial Preferred ETF

158 hedge funds and large institutions have $145M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$298K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$15.8K
BWL
127
Bogart Wealth LLC
Virginia
$15K
PB
128
Pinnacle Bancorp
Nebraska
$14.1K
AF
129
Alerus Financial
North Dakota
$14.1K
BCWM
130
Bartlett & Co Wealth Management
Ohio
$13.4K
NS
131
NBC Securities
Alabama
$11K
CWP
132
Concord Wealth Partners
Virginia
$9.81K
AIP
133
Ameritas Investment Partners
Nebraska
$9.39K
Simplex Trading
134
Simplex Trading
Illinois
$8K
CIAS
135
Capital Investment Advisory Services
North Carolina
$7.93K
AC
136
AlphaCore Capital
California
$7.05K
WPA
137
Wealth Preservation Advisors
Tennessee
$7.05K
HWA
138
Heritage Wealth Advisors
Virginia
$6.83K
PP
139
Pacifica Partners
Canada
$6.29K
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$6.19K
TSMHT
141
Thurston Springer Miller Herd & Titak
Indiana
$4.58K
GRP
142
Global Retirement Partners
California
$4.23K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$4K
AF
144
Allworth Financial
California
$3.88K
DSC
145
Duncker Streett & Co
Missouri
$3.84K
OFG
146
Oxford Financial Group
Indiana
$3.56K
CAM
147
Costello Asset Management
Pennsylvania
$3.56K
SIS
148
Sound Income Strategies
Florida
$2.51K
Fidelity Investments
149
Fidelity Investments
Massachusetts
$2.26K
William Blair & Company
150
William Blair & Company
Illinois
$2.12K