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Invesco Financial Preferred ETF

159 hedge funds and large institutions have $146M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
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
PPC
126
Park Place Capital
Alabama
$15.9K
SPIA
127
Steward Partners Investment Advisory
New York
$15.8K
BWL
128
Bogart Wealth LLC
Virginia
$15K
PB
129
Pinnacle Bancorp
Nebraska
$14.1K
AF
130
Alerus Financial
North Dakota
$14.1K
BCWM
131
Bartlett & Co Wealth Management
Ohio
$13.4K
NS
132
NBC Securities
Alabama
$11K
CWP
133
Concord Wealth Partners
Virginia
$9.81K
AIP
134
Ameritas Investment Partners
Nebraska
$9.39K
Simplex Trading
135
Simplex Trading
Illinois
$8K
CIAS
136
Capital Investment Advisory Services
North Carolina
$7.93K
AC
137
AlphaCore Capital
California
$7.05K
WPA
138
Wealth Preservation Advisors
Tennessee
$7.05K
HWA
139
Heritage Wealth Advisors
Virginia
$6.83K
PP
140
Pacifica Partners
Canada
$6.29K
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$6.19K
TSMHT
142
Thurston Springer Miller Herd & Titak
Indiana
$4.58K
GRP
143
Global Retirement Partners
California
$4.23K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$4K
AF
145
Allworth Financial
California
$3.88K
DSC
146
Duncker Streett & Co
Missouri
$3.84K
OFG
147
Oxford Financial Group
Indiana
$3.56K
CAM
148
Costello Asset Management
Pennsylvania
$3.56K
SIS
149
Sound Income Strategies
Florida
$2.51K
Fidelity Investments
150
Fidelity Investments
Massachusetts
$2.26K