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Invesco Financial Preferred ETF

224 hedge funds and large institutions have $250M invested in Invesco Financial Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
51
Reduced
81
Closed
15
Calls
$220K
Puts
$24K
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
176
Sound Income Strategies
Florida
$21.8K -$2.9M -201,416 -99%
TLCM
177
Twin Lakes Capital Management
California
$21.6K
BAM
178
Bellevue Asset Management
Washington
$20.7K
SWM
179
Spire Wealth Management
Virginia
$20K
LWA
180
Lowe Wealth Advisors
Maryland
$18.7K
CA
181
Clearstead Advisors
Ohio
$17.3K
CAL
182
Capital Advisors Ltd
Ohio
$17K
Fidelity Investments
183
Fidelity Investments
Massachusetts
$16.5K -$216 -15 -1%
WFA
184
WestHill Financial Advisors
California
$15.8K
DI
185
Disciplined Investments
Oklahoma
$15.8K +$216 +15 +1%
BWL
186
Bogart Wealth LLC
Virginia
$15.3K -$7.76K -539 -34%
EWM
187
EPG Wealth Management
Georgia
$14.6K
WT
188
Washington Trust
Rhode Island
$14.4K -$2.3K -160 -14%
HNB
189
Huntington National Bank
Ohio
$14.4K -$15K
PB
190
Pinnacle Bancorp
Nebraska
$14K
IBOK
191
Independence Bank of Kentucky
Kentucky
$14K
TWM
192
Tradition Wealth Management
Minnesota
$14K
WHG
193
Westwood Holdings Group
Texas
$14K +$14K +1,000 New
AAP
194
Arax Advisory Partners
Colorado
$11.4K -$48.1K -3,343 -81%
BC
195
Burleson & Co
California
$10.8K
William Blair & Company
196
William Blair & Company
Illinois
$9.79K -$36K -2,500 -79%
SPIA
197
Steward Partners Investment Advisory
New York
$9.13K
S
198
SignatureFD
Georgia
$7.92K +$7.92K +550 New
PAG
199
Private Advisor Group
New Jersey
$7.6K +$3.64K +252,740 +92%
QCG
200
Quadrant Capital Group
Ohio
$7.2K