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Invesco Financial Preferred ETF

184 hedge funds and large institutions have $213M invested in Invesco Financial Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+11
Holders Change %
+6.36%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
30
Increased
48
Reduced
59
Closed
17
Calls
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$230K
Name Holding Trade Value Shares
Change
Shares
Change %
APC
151
Aspire Private Capital
North Carolina
$24K -$2.55K -137 -10%
IWA
152
Intercontinental Wealth Advisors
Texas
$23K
JPLA
153
Joseph P. Lucia & Associates
New York
$22.1K +$22.1K +407,867 New
BCI
154
Brinker Capital Investments
Pennsylvania
$21K -$16.6K -926 -44%
CCM
155
Covington Capital Management
California
$20K
PI
156
PineBridge Investments
New York
$18K -$3.7K -204 -17%
WEC
157
Winslow Evans & Crocker
Massachusetts
$18K -$1.44K -74 -7%
PB
158
Pinnacle Bancorp
Nebraska
$18K
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$56 +3 +0.3%
PCMK
160
Paragon Capital Management (Kansas)
Kansas
$18K +$18K +1,000 New
IBOK
161
Independence Bank of Kentucky
Kentucky
$17K
RFA
162
Reilly Financial Advisors
California
$13K
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$13K +$11.2K +620 +620%
CIAS
164
Capital Investment Advisory Services
North Carolina
$11K +$146 +8 +1%
WCG
165
Weaver Consulting Group
California
$11K +$11K +590 New
BWM
166
BerganKDV Wealth Management
Minnesota
$10K
MFW
167
Mosaic Family Wealth
Missouri
$9K
BWL
168
Bogart Wealth LLC
Virginia
$9K
CAGAS
169
Capital Advisory Group Advisory Services
Minnesota
$9K
IFAM
170
Institutional & Family Asset Management
Colorado
$8K
BFEC
171
Benjamin F. Edwards & Company
Missouri
$8K +$111 +6 +1%
LFG
172
Larson Financial Group
Missouri
$6K +$87 +5 +1%
DSC
173
Duncker Streett & Co
Missouri
$5K
AA
174
AlphaMark Advisors
Kentucky
$4K
AWM
175
AllSquare Wealth Management
New York
$4K