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Invesco Financial Preferred ETF

172 hedge funds and large institutions have $290M invested in Invesco Financial Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 20 closing their positions.

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
50
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
POIA
151
Pin Oak Investment Advisors
Texas
$16K 844 +844 New
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$15K 800 -5,000 -86%
IGGA
153
Iron Gate Global Advisors
Utah
$14K 781 +781 New
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$11K 595 -3,700 -86%
BWM
155
BerganKDV Wealth Management
Minnesota
$10K 525 +525 New
MFW
156
Mosaic Family Wealth
Missouri
$9K 502
BWL
157
Bogart Wealth LLC
Virginia
$9K 539
WIM
158
Westside Investment Management
California
$8.96K 484
IFAM
159
Institutional & Family Asset Management
Colorado
$8K 442
CAC
160
Certified Advisory Corp
Florida
$7K 400
MSA
161
Marino Stram & Associates
Massachusetts
$6K 338
DSC
162
Duncker Streett & Co
Missouri
$5K 291
CF
163
Centaurus Financial
California
$5K 286 +286 New
AA
164
AlphaMark Advisors
Kentucky
$4K 200
GWS
165
Glassman Wealth Services
Virginia
$4K 236
AWM
166
AllSquare Wealth Management
New York
$4K 200 +200 New
AIM
167
Advantage Investment Management
Iowa
$1K 68 -281 -81%
MWM
168
MinichMacGregor Wealth Management
New York
$1K 100 +100 New
NA
169
NewEdge Advisors
Louisiana
$836 45,568 +45,568 New
PMG
170
ProVise Management Group
Florida
$665 36,000 +1,650 +5%
NDSI
171
Newman Dignan & Sheerar Inc
Rhode Island
$474 25,651 +63 +0.2%
Jane Street
172
Jane Street
New York
-96,475 Closed
William Blair & Company
173
William Blair & Company
Illinois
-61,429 Closed
GBA
174
Garrison Bradford & Associates
New York
-55,500 Closed
Citadel Advisors
175
Citadel Advisors
Florida
-48,363 Closed