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Invesco Financial Preferred ETF

178 hedge funds and large institutions have $172M invested in Invesco Financial Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
50
Reduced
51
Closed
17
Calls
$225K
Puts
$15K
Net Calls
+$210K
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
176
DHJJ Financial Advisors
Illinois
$221
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$105 +$105 +7 New
TFF
178
The Family Firm
Maryland
$15 +$15 +1 New
EW
179
Evoke Wealth
California
-$4.17M -273,471 Closed
LNC
180
Lincoln National Corp
Pennsylvania
-$1.06M -69,872 Closed
PCM
181
Pennsylvania Capital Management
Pennsylvania
-$586K -38,459 Closed
TAM
182
Titleist Asset Management
Texas
-$359K -23,528 Closed
NWMG
183
National Wealth Management Group
Ohio
-$160K -10,467 Closed
PA
184
Pinnacle Associates
New York
-$156K -10,231 Closed
Citigroup
185
Citigroup
New York
-$76.2K -5,000 Closed
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
-$18.7K -1,227 Closed
GEA
187
Glen Eagle Advisors
New Jersey
-$9.14K -600 Closed
NFSG
188
Newbridge Financial Services Group
Florida
-$7.62K -500 Closed
FGAM
189
Financial Gravity Asset Management
Texas
-$5.28K -346 Closed
IPW
190
Impact Partnership Wealth
Georgia
-$5.11K -335 Closed
MFA
191
Morling Financial Advisors
California
-$4.57K -300 Closed
CSC
192
Caldwell Sutter Capital
California
-$3.43K -225 Closed
AssetMark Inc
193
AssetMark Inc
California
-$244 -16 Closed
TRCT
194
Tower Research Capital (TRC)
New York
-$198 -13 Closed
AWM
195
Atticus Wealth Management
Florida
-$61 -4 Closed