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Invesco Financial Preferred ETF

204 hedge funds and large institutions have $454M invested in Invesco Financial Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
73
Reduced
65
Closed
13
Calls
$584K
Puts
$2.2M
Net Calls
-$1.62M
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
151
Sargent Bickham Lagudis
Colorado
$131K
APA
152
American Portfolios Advisors
New York
$130K -$6.46K -335 -5%
SWM
153
Spire Wealth Management
Virginia
$109K -$111K -5,757 -51%
FNBOSM
154
First National Bank of South Miami
Florida
$102K
FFA
155
Founders Financial Alliance
North Carolina
$84K +$19 +1 +0%
CG
156
Cutler Group
California
$84K +$84K +4,400 New
CFGS
157
Concourse Financial Group Securities
Alabama
$80K +$23.5K +1,225 +42%
AAM
158
Advisors Asset Management
Colorado
$74K -$444 -23 -0.6%
Franklin Resources
159
Franklin Resources
California
$72K
AA
160
AlphaMark Advisors
Kentucky
$68K +$35.1K +1,809 +106%
AF
161
Advisornet Financial
Minnesota
$67K -$33.3K -1,726 -33%
William Blair & Company
162
William Blair & Company
Illinois
$65K -$19.2K -1,000 -23%
1832 Asset Management
163
1832 Asset Management
Ontario, Canada
$60K
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$60K +$57.2K +2,980 +2,069%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$53K
FFA
166
Freedman Financial Associates
Massachusetts
$52K
ACA
167
Aptus Capital Advisors
Alabama
$51K
NL
168
NVWM LLC
Pennsylvania
$48K
CIAS
169
Capital Investment Advisory Services
North Carolina
$46K +$3.97K +206 +9%
AWM
170
Atticus Wealth Management
Florida
$45K +$348 +18 +0.8%
LDFR
171
Lehman & Derafelo Financial Resources
Pennsylvania
$44K +$525 +27 +1%
GWM
172
Geneos Wealth Management
Colorado
$43K
BFG
173
Baron Financial Group
New Jersey
$42.4K +$502 +26 +1%
OCM
174
Orion Capital Management
California
$39K
FGAM
175
Financial Gravity Asset Management
Texas
$39K +$221 +6 +0.6%