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Invesco Financial Preferred ETF

205 hedge funds and large institutions have $267M invested in Invesco Financial Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
50
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CM
151
Cornerstone Management
Georgia
$40.2K
WAM
152
Worth Asset Management
Texas
$38K -$102K -6,720 -73%
HBW
153
Hazlett, Burt & Watson
West Virginia
$38K
AIM
154
Anchor Investment Management
South Carolina
$37.6K
LDFR
155
Lehman & Derafelo Financial Resources
Pennsylvania
$36K +$493 +33 +1%
BAM
156
Byrne Asset Management
New Jersey
$30K -$2.25K -150 -7%
BFEC
157
Benjamin F. Edwards & Company
Missouri
$25K
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$24K
BWL
159
Bogart Wealth LLC
Virginia
$24K
KIG
160
Kessler Investment Group
Indiana
$23K -$37.1K -2,430 -62%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$23K -$2.55K -166 -10%
TLCM
162
Twin Lakes Capital Management
California
$23K +$23K +1,500 New
PWS
163
Paragon Wealth Strategies
Florida
$23K +$23K +1,553 New
BAM
164
Bellevue Asset Management
Washington
$22K
SWM
165
Spire Wealth Management
Virginia
$21K
CIAS
166
Capital Investment Advisory Services
North Carolina
$21K +$59 +4 +0.3%
LWA
167
Lowe Wealth Advisors
Maryland
$20K
CA
168
Clearstead Advisors
Ohio
$18K
CAL
169
Capital Advisors Ltd
Ohio
$18K
WAM
170
WFA Asset Management
Wisconsin
$17.1K +$17.1K +1,136 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$17K -$1.21K -83 -7%
WT
172
Washington Trust
Rhode Island
$17K
WFA
173
WestHill Financial Advisors
California
$17K
DI
174
Disciplined Investments
Oklahoma
$16K +$297 +20 +2%
HNB
175
Huntington National Bank
Ohio
$15K -$16K