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Invesco Financial Preferred ETF

157 hedge funds and large institutions have $148M invested in Invesco Financial Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 19.71%19.35% (-0.37%)

3% less funds holding

Funds holding: 162157 (-5)

6% less capital invested

Capital invested by funds: $157M → $148M (-$8.84M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
44
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
126
NBC Securities
Alabama
$12K
EAM
127
Empirical Asset Management
Massachusetts
$12K
CWP
128
Concord Wealth Partners
Virginia
$10.1K +$158 +11 +2%
AIP
129
Ameritas Investment Partners
Nebraska
$9.71K +$158 +11 +2%
TCM
130
Triumph Capital Management
Colorado
$8.48K +$8.61K +600 New
QCG
131
Quadrant Capital Group
Ohio
$7.07K
WPA
132
Wealth Preservation Advisors
Tennessee
$7.07K
HFS
133
Hantz Financial Services
Michigan
$7K +$7.42K +517 New
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$6.93K +$7.04K +490 New
HWA
135
Heritage Wealth Advisors
Virginia
$6.84K
PP
136
Pacifica Partners
Canada
$6.39K
PGAM
137
Princeton Global Asset Management
New Jersey
$4.71K +$4.78K +333 New
GRP
138
Global Retirement Partners
California
$4.24K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$4K +$57 +4 +1%
AF
140
Allworth Financial
California
$3.89K
DSC
141
Duncker Streett & Co
Missouri
$3.72K
OFG
142
Oxford Financial Group
Indiana
$3.68K +$57 +4 +2%
CAM
143
Costello Asset Management
Pennsylvania
$3.68K +$57 +4 +2%
SIS
144
Sound Income Strategies
Florida
$2.54K -$14 -1 -0.6%
William Blair & Company
145
William Blair & Company
Illinois
$2.12K
WP
146
WealthShield Partners
North Carolina
$2.05K
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$1.97K -$4.31K -300 -68%
JP Morgan Chase
148
JP Morgan Chase
New York
$1.92K -$21.1K -1,470 -92%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$1.85K -$373 -26 -17%
DAM
150
Delta Asset Management
Tennessee
$1.75K