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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 %
AA
201
Ancora Advisors
Ohio
$2K
PFA
202
Professional Financial Advisors
Nebraska
$2K
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$404 +$83 +5,423 +26%
FGAM
204
Financial Gravity Asset Management
Texas
$114 -$8 -2 -6%
WIM
205
Westside Investment Management
California
$3
HIP
206
HUB Investment Partners
Texas
-$953K -61,342 Closed
GIA
207
Gladstone Institutional Advisory
Florida
-$523K -33,643 Closed
CW
208
CreativeOne Wealth
Kansas
-$481K -30,965 Closed
TSS
209
Two Sigma Securities
New York
-$436K -28,045 Closed
CRI
210
Colonial River Investments
Virginia
-$426K -27,397 Closed
HighTower Advisors
211
HighTower Advisors
Illinois
-$361K -23,184 Closed
MA
212
Mutual Advisors
Nebraska
-$246K -15,840 Closed
SG
213
StoneX Group
New York
-$180K -11,602 Closed
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
-$171K -10,987 Closed
NEPWA
215
New England Private Wealth Advisors
Massachusetts
-$177K -10,444 Closed
FIA
216
Foundations Investment Advisors
Arizona
-$158K -10,167 Closed
1832 Asset Management
217
1832 Asset Management
Ontario, Canada
-$48K -3,100 Closed
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
-$47K -3,049 Closed
CWP
219
Concord Wealth Partners
Virginia
-$38K -2,414 Closed
BFG
220
Baron Financial Group
New Jersey
-$35.9K -2,307 Closed
JFA
221
JNBA Financial Advisors
Minnesota
-$23K -1,500 Closed
VVP
222
Venture Visionary Partners
Ohio
-$19.8K -1,273 Closed
CA
223
CoreCap Advisors
Michigan
-$17K -1,074 Closed
AW
224
ACG Wealth
Georgia
-$16K -1,040 Closed
GLLW
225
Graves Light Lenhart Wealth
Virginia
-$8K -526 Closed