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Invesco Financial Preferred ETF

205 hedge funds and large institutions have $267M invested in Invesco Financial Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
50
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PB
176
Pinnacle Bancorp
Nebraska
$15K
TWM
177
Tradition Wealth Management
Minnesota
$15K
EWM
178
EPG Wealth Management
Georgia
$15K +$15K +1,013 New
GRP
179
Global Retirement Partners
California
$14K -$7.42K -517 -35%
IBOK
180
Independence Bank of Kentucky
Kentucky
$14K
WWM
181
Wolff Wiese Magana
California
$11K -$11K -701 -50%
BC
182
Burleson & Co
California
$11K
SPIA
183
Steward Partners Investment Advisory
New York
$10K
FF
184
FourThought Financial
Florida
$10K
NFSG
185
Newbridge Financial Services Group
Florida
$9K
Citigroup
186
Citigroup
New York
$8K -$4.77K -298 -37%
QCG
187
Quadrant Capital Group
Ohio
$8K
AC
188
AlphaCore Capital
California
$8K
GEA
189
Glen Eagle Advisors
New Jersey
$7.52K -$9.02K -600 -55%
IFAM
190
Institutional & Family Asset Management
Colorado
$7K
HWA
191
Heritage Wealth Advisors
Virginia
$5.78K
TSWM
192
Tyler-Stone Wealth Management
Ohio
$5K
DSC
193
Duncker Streett & Co
Missouri
$4K
AF
194
Allworth Financial
California
$4K
S
195
Surevest
California
$4K +$64 +4 +2%
GWS
196
Glassman Wealth Services
Virginia
$4K +$74 +5 +2%
SWM
197
Sugarloaf Wealth Management
Georgia
$4K +$4K +218 New
FMP
198
Financial Management Professionals
Texas
$3K +$3K +217 New
GWM
199
Geneos Wealth Management
Colorado
$2K -$8.57K -643 -81%
AWM
200
Atticus Wealth Management
Florida
$2K