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Invesco Financial Preferred ETF
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Overview Fund Activity

190 hedge funds and large institutions have $318M invested in Invesco Financial Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+29
Holders Change %
+18.01%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
59
Reduced
49
Closed
11
Calls
$351K
Puts
$1K
Net Calls
+$350K
Net Calls Change
+$900K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$38.9M
2
Morgan Stanley
Morgan Stanley
New York
$26.6M
3
GI
Gradient Investments
Minnesota
$11.9M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.56M
5
Wells Fargo
Wells Fargo
California
$8.44M

Top Sellers

1
CL
Cabana LLC
Arkansas
$22.1M
2
FIA
Foundations Investment Advisors
Arizona
$19.3M
3
EW
Evoke Wealth
California
$0
4
FAN
Financial Advisors Network
California
$1.28M
5
Wolverine Trading
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
176
Citizens Financial Group
Rhode Island
$10K +$10K +548 New
AIC
177
Ameritas Investment Company
Nebraska
$9K +$9K +500 New
IFAM
178
Institutional & Family Asset Management
Colorado
$8K – – –
BFEC
179
Benjamin F. Edwards & Company
Missouri
$8K +$89 +5 +1%
CAGAS
180
Capital Advisory Group Advisory Services
Minnesota
$7K -$3.04K -150 -30%
MCM
181
McMillion Capital Management
North Carolina
$7K – – –
HIA
182
Harbor Investment Advisory
Maryland
$5K +$5K +239 New
HB
183
Horizon Bancorp
Indiana
$5K +$5K +275 New
DSC
184
Duncker Streett & Co
Missouri
$5K +$5K +291 New
GWS
185
Glassman Wealth Services
Virginia
$4K – – –
AA
186
Ancora Advisors
Ohio
$3K +$3K +150 New
CAAS
187
Capital Asset Advisory Services
Michigan
$3K +$3K +175 New
LFA
188
Lighthouse Financial Advisors
Maryland
$1K +$1K +99 New
EW
189
Evoke Wealth
California
– -$665K -35,403 Closed
Wolverine Trading
190
Wolverine Trading
Illinois
– -$334K -17,799 Closed
NL
191
NVWM LLC
Pennsylvania
– -$85K -4,500 Closed
AAM
192
Advisors Asset Management
Colorado
– -$64K -3,422 Closed
GSWM
193
Golden State Wealth Management
California
– -$30K -1,600 Closed
IWA
194
Intercontinental Wealth Advisors
Texas
– -$23K -1,250 Closed
CCM
195
Covington Capital Management
California
– -$20K -1,070 Closed
AM
196
Atwater Malick
Pennsylvania
– -$16K -873 Closed
LFG
197
Larson Financial Group
Missouri
– -$7K -346 Closed
SWP
198
Strategic Wealth Partners
Ohio
– -$4 -259 Closed
GEA
199
Glen Eagle Advisors
New Jersey
– -$1.88K -100 Closed
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