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Invesco Financial Preferred ETF

161 hedge funds and large institutions have $157M invested in Invesco Financial Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$16.4K
PPC
127
Park Place Capital
Alabama
$16.4K
CIAS
128
Capital Investment Advisory Services
North Carolina
$15.7K
BWL
129
Bogart Wealth LLC
Virginia
$15.5K
PB
130
Pinnacle Bancorp
Nebraska
$14.6K
BCWM
131
Bartlett & Co Wealth Management
Ohio
$13.9K
PFBT
132
Parkside Financial Bank & Trust
Missouri
$13.4K
NS
133
NBC Securities
Alabama
$12.4K
EAM
134
Empirical Asset Management
Massachusetts
$12K
CWP
135
Concord Wealth Partners
Virginia
$10.3K
AIP
136
Ameritas Investment Partners
Nebraska
$9.88K
GEA
137
Glen Eagle Advisors
New Jersey
$8.77K
WPA
138
Wealth Preservation Advisors
Tennessee
$7.31K
AC
139
AlphaCore Capital
California
$7.31K
QCG
140
Quadrant Capital Group
Ohio
$7.31K
HWA
141
Heritage Wealth Advisors
Virginia
$7.08K
PP
142
Pacifica Partners
Canada
$6.61K
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$6.42K
GRP
144
Global Retirement Partners
California
$4.39K
AF
145
Allworth Financial
California
$4.02K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$4K
DSC
147
Duncker Streett & Co
Missouri
$3.85K
OFG
148
Oxford Financial Group
Indiana
$3.75K
CAM
149
Costello Asset Management
Pennsylvania
$3.74K
Simplex Trading
150
Simplex Trading
Illinois
$3K