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Invesco Financial Preferred ETF

160 hedge funds and large institutions have $155M invested in Invesco Financial Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 14 closing their positions.

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