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Invesco Financial Preferred ETF

161 hedge funds and large institutions have $157M invested in Invesco Financial Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ETS
151
ESL Trust Services
New York
$2.92K
SIS
152
Sound Income Strategies
Florida
$2.59K
Fidelity Investments
153
Fidelity Investments
Massachusetts
$2.3K
GWM
154
Geneos Wealth Management
Colorado
$2.19K
William Blair & Company
155
William Blair & Company
Illinois
$2.19K
WP
156
WealthShield Partners
North Carolina
$2.12K
DAM
157
Delta Asset Management
Tennessee
$1.81K
WA
158
Westfuller Advisors
New York
$1.51K
TRCT
159
Tower Research Capital (TRC)
New York
$775
DF
160
Dunhill Financial
United Kingdom
$366
AssetMark Inc
161
AssetMark Inc
California
$205
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$15
FIM
163
Freedom Investment Management
Connecticut
BRWA
164
B. Riley Wealth Advisors
Florida
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
WS
166
Wedbush Securities
California
NPFS
167
Novak & Powell Financial Services
Florida
PPWP
168
Premier Path Wealth Partners
New Jersey
AAP
169
Arax Advisory Partners
Colorado
GBA
170
Garrison Bradford & Associates
New York
GWANC
171
Guardian Wealth Advisors (North Carolina)
North Carolina
M
172
MOTCO
Texas
KIG
173
Kessler Investment Group
Indiana
AF
174
Alerus Financial
North Dakota
TSMHT
175
Thurston Springer Miller Herd & Titak
Indiana