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Invesco Financial Preferred ETF

224 hedge funds and large institutions have $250M invested in Invesco Financial Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
51
Reduced
81
Closed
15
Calls
$220K
Puts
$24K
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
151
IFP Advisors
Florida
$78K -$276K -15,109 -78%
AIP
152
Ameritas Investment Partners
Nebraska
$75.6K +$75.6K +5,249 New
FFA
153
Founders Financial Alliance
North Carolina
$60.4K -$3.31K -230 -5%
NL
154
NVWM LLC
Pennsylvania
$57.7K +$18.8K +1,305 +48%
GRP
155
Global Retirement Partners
California
$57K +$42.9K +2,980 +305%
CIAS
156
Capital Investment Advisory Services
North Carolina
$54.1K +$33.7K +2,340 +165%
Franklin Resources
157
Franklin Resources
California
$54K
RG
158
Retirement Group
California
$50K +$343 +24 +0.7%
FNBOSM
159
First National Bank of South Miami
Florida
$47K
ZIG
160
Zullo Investment Group
Pennsylvania
$43.2K
AF
161
Advisornet Financial
Minnesota
$39.3K +$144 +10 +0.4%
FGAM
162
Financial Gravity Asset Management
Texas
$39.3K -$44.9K -16 -53%
CM
163
Cornerstone Management
Georgia
$38.5K
RFG
164
RFP Financial Group
Georgia
$36.7K +$36.7K +2,550 New
WAM
165
Worth Asset Management
Texas
$36.1K
HBW
166
Hazlett, Burt & Watson
West Virginia
$36K
CWP
167
Concord Wealth Partners
Virginia
$35.8K +$35.8K +2,483 New
BAM
168
Byrne Asset Management
New Jersey
$28.8K
NFSG
169
Newbridge Financial Services Group
Florida
$28.4K +$20.2K +1,400 +243%
HB
170
Horizon Bancorp
Indiana
$27K +$27K +1,894 New
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$25K +$3.41K +237 +16%
BFEC
172
Benjamin F. Edwards & Company
Missouri
$24K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$23.3K
JFG
174
JDM Financial Group
Texas
$22.3K +$22.3K +1,550 New
KIG
175
Kessler Investment Group
Indiana
$22K