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Invesco Financial Preferred ETF

173 hedge funds and large institutions have $360M invested in Invesco Financial Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
35
Increased
36
Reduced
63
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
151
Independence Bank of Kentucky
Kentucky
$16K
RFA
152
Reilly Financial Advisors
California
$12K -$23.1K -1,350 -66%
CIAS
153
Capital Investment Advisory Services
North Carolina
$10K +$10K +594 New
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$9K -$1.82K -100 -17%
MFW
155
Mosaic Family Wealth
Missouri
$9K
BWM
156
BerganKDV Wealth Management
Minnesota
$9K
BWL
157
Bogart Wealth LLC
Virginia
$9K
WIM
158
Westside Investment Management
California
$8.4K
IFAM
159
Institutional & Family Asset Management
Colorado
$8K
BFEC
160
Benjamin F. Edwards & Company
Missouri
$7K -$17.7K -1,076 -72%
GWMIA
161
Global Wealth Management Investment Advisory
Florida
$7K +$7K +421 New
LFG
162
Larson Financial Group
Missouri
$6K +$6K +338 New
DSC
163
Duncker Streett & Co
Missouri
$5K
GWS
164
Glassman Wealth Services
Virginia
$4K
AA
165
AlphaMark Advisors
Kentucky
$3K
AWM
166
AllSquare Wealth Management
New York
$3K
LPWM
167
Lake Point Wealth Management
Texas
$3K +$3K +176 New
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$2K +$2K +100 New
SFA
169
Semmax Financial Advisors
North Carolina
$1K +$1K +42 New
NA
170
NewEdge Advisors
Louisiana
$639 -$66 -3,798 -9%
WA
171
WBH Advisory
Maryland
$341 -$128 -7,373 -27%
WBG
172
Wharton Business Group
Pennsylvania
-$6.95M -381,815 Closed
JPMPWA
173
J.P. Morgan Private Wealth Advisors
California
-$1.41M -77,293 Closed
PWM
174
Paulson Wealth Management
Illinois
-$797K -44,679 Closed
FFS
175
Founders Financial Securities
Maryland
-$789K -43,366 Closed