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Invesco Financial Preferred ETF

157 hedge funds and large institutions have $148M invested in Invesco Financial Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 19.71%19.35% (-0.37%)

3% less funds holding

Funds holding: 162157 (-5)

6% less capital invested

Capital invested by funds: $157M → $148M (-$8.84M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
44
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Westfuller Advisors
New York
$1.46K
TRCT
152
Tower Research Capital (TRC)
New York
$962 +$215 +15 +28%
RPCA
153
Running Point Capital Advisors
California
$764 -$121K -8,458 -99%
DF
154
Dunhill Financial
United Kingdom
$354
AssetMark Inc
155
AssetMark Inc
California
$198
MI
156
Motiv8 Investments
Florida
$99 +$100K +7,000 New
Russell Investments Group
157
Russell Investments Group
United Kingdom
$21 +$29 +2 New
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$15
SFS
159
Sowell Financial Services
Arkansas
-$874K -59,808 Closed
Citadel Advisors
160
Citadel Advisors
Florida
-$457K -31,251 Closed
AAS
161
Ameritas Advisory Services
Nebraska
-$267K -18,274 Closed
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
-$224K -15,350 Closed
RCAG
163
Rehmann Capital Advisory Group
Michigan
-$185K -12,698 Closed
VBCG
164
Valley Brook Capital Group
Pennsylvania
-$184K -12,600 Closed
FA
165
Fiduciary Alliance
South Carolina
-$177K -12,117 Closed
AWA
166
Arkadios Wealth Advisors
Georgia
-$152K -10,367 Closed
TSWM
167
Triangle Securities Wealth Management
North Carolina
-$148K -10,147 Closed
HA
168
Huntleigh Advisors
Missouri
-$147K -10,086 Closed
FI
169
Financial Insights
Washington
-$146K -10,000 Closed
ASN
170
Advisory Services Network
Georgia
-$121K -8,277 Closed
PS
171
Principal Securities
Iowa
-$62.3K -4,260 Closed
PP
172
Prudential plc
United Kingdom
-$57K -3,900 Closed
FFA
173
Founders Financial Alliance
North Carolina
-$22.7K -1,556 Closed
PFBT
174
Parkside Financial Bank & Trust
Missouri
-$13.4K -915 Closed
GEA
175
Glen Eagle Advisors
New Jersey
-$8.77K -600 Closed