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Invesco Financial Preferred ETF

173 hedge funds and large institutions have $246M invested in Invesco Financial Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
57
Reduced
45
Closed
27
Calls
$3.01M
Puts
$802K
Net Calls
+$2.21M
Net Calls Change
+$3.49M
Name Holding Trade Value Shares
Change
Shares
Change %
PB
151
Pinnacle Bancorp
Nebraska
$18K
WEC
152
Winslow Evans & Crocker
Massachusetts
$17K -$18 -1 -0.1%
IBOK
153
Independence Bank of Kentucky
Kentucky
$17K
LWA
154
Lowe Wealth Advisors
Maryland
$12K
WCG
155
Weaver Consulting Group
California
$11K
BFEC
156
Benjamin F. Edwards & Company
Missouri
$11K +$3.07K +176 +39%
CIAS
157
Capital Investment Advisory Services
North Carolina
$10K +$54 +3 +0.5%
RAM
158
Riggs Asset Management
Pennsylvania
$9K
BWM
159
BerganKDV Wealth Management
Minnesota
$9K
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$8K -$318 -17 -4%
IFAM
161
Institutional & Family Asset Management
Colorado
$8K
CAGAS
162
Capital Advisory Group Advisory Services
Minnesota
$6K
HB
163
Horizon Bancorp
Indiana
$5K
DSC
164
Duncker Streett & Co
Missouri
$5K
JCM
165
Jacobi Capital Management
Pennsylvania
$4K
GWS
166
Glassman Wealth Services
Virginia
$4K +$50 +3 +1%
CAAS
167
Capital Asset Advisory Services
Michigan
$3K
AA
168
Ancora Advisors
Ohio
$3K
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +144 New
TRCT
170
Tower Research Capital (TRC)
New York
$2K
HIA
171
Harbor Investment Advisory
Maryland
$2K
FI
172
Financial Insights
Washington
$137 +$137 +11,084 New
WIM
173
Westside Investment Management
California
$8
ACP
174
Aviance Capital Partners
Florida
-$1.18M -70,122 Closed
Jane Street
175
Jane Street
New York
-$1.06M -62,930 Closed