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Invesco Financial Preferred ETF

172 hedge funds and large institutions have $297M invested in Invesco Financial Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
61
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$43.2M 2,290,094 +503,741 +28%
Morgan Stanley
2
Morgan Stanley
New York
$23.3M 1,234,871 +32,691 +3%
HI
3
Horizon Investments
North Carolina
$22M 1,154,237 +17,304 +2%
UBS Group
4
UBS Group
Switzerland
$20.7M 1,098,385 -66,371 -6%
LPL Financial
5
LPL Financial
California
$16.3M 866,189 -19,375 -2%
Asset Management One
6
Asset Management One
Japan
$9.22M 488,800 +21,700 +5%
FIAS
7
FinTrust Investment Advisory Services
South Carolina
$8.6M 455,710 +12,623 +3%
AWS
8
AJ Wealth Strategies
New York
$7.42M 393,399 +114,137 +41%
BAAM
9
Baker Avenue Asset Management
California
$6.69M 354,658 +10,929 +3%
AFS
10
Access Financial Services
Minnesota
$6.28M 332,651 +32,989 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.25M 331,266 -41,795 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.21M 328,812 +74,854 +29%
NSIM
13
North Star Investment Management
Illinois
$5.05M 267,481 +25,149 +10%
FIM
14
Freedom Investment Management
Connecticut
$4.5M 238,248 +8,686 +4%
AP
15
Appleton Partners
Massachusetts
$4.35M 230,534 +3,880 +2%
GC
16
Guggenheim Capital
Illinois
$4.04M 213,864 +8,086 +4%
DIP
17
DT Investment Partners
Pennsylvania
$3.7M 196,015 +14,947 +8%
FAN
18
Financial Advisors Network
California
$3.68M 194,967 -5,275 -3%
KFC
19
Klingenstein Fields & Co
New York
$3.48M 184,600 -1,000 -0.5%
Wells Fargo
20
Wells Fargo
California
$3.36M 177,883 -54,378 -23%
WBG
21
Wharton Business Group
Pennsylvania
$3.19M 169,015 +6,625 +4%
PI
22
PFS Investments
Georgia
$2.9M 157,878 +157,878 New
MML Investors Services
23
MML Investors Services
Massachusetts
$2.84M 150,541 +22,437 +18%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.69M 142,299 -9,466 -6%
PFS
25
Prospera Financial Services
Texas
$2.61M 138,303 +250 +0.2%