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Invesco Financial Preferred ETF

209 hedge funds and large institutions have $394M invested in Invesco Financial Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+34
Holders Change %
+19.43%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
44
Increased
70
Reduced
49
Closed
7
Calls
$217K
Puts
Net Calls
+$217K
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$35K
BFEC
177
Benjamin F. Edwards & Company
Missouri
$34K +$16.3K +858 +92%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$30K
SFA
179
Semmax Financial Advisors
North Carolina
$30K +$30K +1,545 New
BAM
180
Bellevue Asset Management
Washington
$27K
DI
181
Disciplined Investments
Oklahoma
$27K +$312 +16 +1%
WEC
182
Winslow Evans & Crocker
Massachusetts
$27K +$9.47K +500 +54%
WWM
183
Wolff Wiese Magana
California
$27K +$27K +1,381 New
CAL
184
Capital Advisors Ltd
Ohio
$23K
FF
185
FourThought Financial
Florida
$21K +$21K +1,128 New
PB
186
Pinnacle Bancorp
Nebraska
$19K
TWM
187
Tradition Wealth Management
Minnesota
$19K +$19K +974 New
IBOK
188
Independence Bank of Kentucky
Kentucky
$18K
D
189
Diversified
Delaware
$14K +$14K +758 New
LWA
190
Lowe Wealth Advisors
Maryland
$12K
CWA
191
Clearview Wealth Advisors
Oregon
$11K +$11K +550 New
BWM
192
BerganKDV Wealth Management
Minnesota
$10K
GLLW
193
Graves Light Lenhart Wealth
Virginia
$9K +$9K +490 New
IFAM
194
Institutional & Family Asset Management
Colorado
$8K
CAGAS
195
Capital Advisory Group Advisory Services
Minnesota
$7K
MCM
196
McMillion Capital Management
North Carolina
$7K +$7K +350 New
DSC
197
Duncker Streett & Co
Missouri
$6K
GWS
198
Glassman Wealth Services
Virginia
$5K +$61 +3 +1%
JCM
199
Jacobi Capital Management
Pennsylvania
$4K
AA
200
Ancora Advisors
Ohio
$3K