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Invesco Financial Preferred ETF

162 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
162
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
Simplex Trading
151
Simplex Trading
Illinois
$3K
ETS
152
ESL Trust Services
New York
$2.92K
SIS
153
Sound Income Strategies
Florida
$2.59K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$2.3K
GWM
155
Geneos Wealth Management
Colorado
$2.19K
William Blair & Company
156
William Blair & Company
Illinois
$2.19K
WP
157
WealthShield Partners
North Carolina
$2.12K
DAM
158
Delta Asset Management
Tennessee
$1.81K
WA
159
Westfuller Advisors
New York
$1.51K
TRCT
160
Tower Research Capital (TRC)
New York
$775
DF
161
Dunhill Financial
United Kingdom
$366
AssetMark Inc
162
AssetMark Inc
California
$205
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$15
FIM
164
Freedom Investment Management
Connecticut
BRWA
165
B. Riley Wealth Advisors
Florida
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
WS
167
Wedbush Securities
California
NPFS
168
Novak & Powell Financial Services
Florida
PPWP
169
Premier Path Wealth Partners
New Jersey
AAP
170
Arax Advisory Partners
Colorado
GBA
171
Garrison Bradford & Associates
New York
GWANC
172
Guardian Wealth Advisors (North Carolina)
North Carolina
M
173
MOTCO
Texas
KIG
174
Kessler Investment Group
Indiana
AF
175
Alerus Financial
North Dakota