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Invesco Financial Preferred ETF

131 hedge funds and large institutions have $284M invested in Invesco Financial Preferred ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
33
Closed
16
Calls
$262K
Puts
$395K
Net Calls
-$133K
Net Calls Change
-$122K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.5M 3,050,990 +728,691 +31%
Bank of America
2
Bank of America
North Carolina
$34.6M 1,802,486 +293,515 +19%
LPL Financial
3
LPL Financial
California
$21.1M 1,102,275 -1,003,361 -48%
UBS Group
4
UBS Group
Switzerland
$17.2M 894,057 +90,374 +11%
SMM
5
Stadion Money Management
Georgia
$16.5M 859,599 +60,433 +8%
GC
6
Guggenheim Capital
Illinois
$6.58M 342,907 -13,582 -4%
YMRC
7
Yorktown Management & Research Company
Virginia
$5.76M 300,000
BAAM
8
Baker Avenue Asset Management
California
$5.6M 291,756 -5,443 -2%
MFS
9
MSI Financial Services
Massachusetts
$5.1M 265,926 +141,849 +114%
NSIM
10
North Star Investment Management
Illinois
$4.49M 233,988 +3,012 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.02M 209,444 +35,813 +21%
UFF
12
USA Financial Formulas
Michigan
$4.02M 209,277 +209,277 New
KFC
13
Klingenstein Fields & Co
New York
$3.76M 196,000 -200 -0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.5M 182,207 +3,420 +2%
FIM
15
Freedom Investment Management
Connecticut
$3.41M 177,739 +15,510 +10%
PAG
16
Private Advisor Group
New Jersey
$3.35M 174,752 +12,819 +8%
WBG
17
Wharton Business Group
Pennsylvania
$3.34M 174,240 +4,000 +2%
William Blair & Company
18
William Blair & Company
Illinois
$2.84M 147,836 +147,836 New
Ameriprise
19
Ameriprise
Minnesota
$2.77M 144,214 +54,117 +60%
CAN
20
Cetera Advisor Networks
California
$2.71M 141,003 -13,565 -9%
PFS
21
Prospera Financial Services
Texas
$2.64M 137,413 +10,750 +8%
FA
22
FDx Advisors
Illinois
$2.58M 134,615 +91,667 +213%
RJA
23
Raymond James & Associates
Florida
$2.52M 131,057 +26,308 +25%
CG
24
Colony Group
Massachusetts
$2.47M 128,825 -1,475 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.42M 126,115 +12,339 +11%