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Invesco Financial Preferred ETF

172 hedge funds and large institutions have $290M invested in Invesco Financial Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 20 closing their positions.

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
50
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$30.7M 1,665,000 +96,825 +6%
HI
2
Horizon Investments
North Carolina
$27.7M 1,509,654 +228,875 +18%
Morgan Stanley
3
Morgan Stanley
New York
$21.5M 1,165,055 -57,552 -5%
CFG
4
CNO Financial Group
Indiana
$18.5M 1,000,000
LPL Financial
5
LPL Financial
California
$14M 760,145 -93,191 -11%
UBS Group
6
UBS Group
Switzerland
$13.9M 753,309 -869 -0.1%
PI
7
PFS Investments
Georgia
$13.7M 733,742 +430,276 +142%
Asset Management One
8
Asset Management One
Japan
$7.26M 393,100 -71,600 -15%
WBG
9
Wharton Business Group
Pennsylvania
$7.05M 381,815
BAAM
10
Baker Avenue Asset Management
California
$7.02M 380,314 +1,732 +0.5%
WA
11
WBH Advisory
Maryland
$5.69M 30,804 -11,276 -27%
Wells Fargo
12
Wells Fargo
California
$5.68M 307,926 +168,493 +121%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.65M 306,138 -10,027 -3%
NSIM
14
North Star Investment Management
Illinois
$5.3M 287,226 +4,374 +2%
FIM
15
Freedom Investment Management
Connecticut
$4.81M 260,797 -13,312 -5%
DIP
16
DT Investment Partners
Pennsylvania
$4.76M 257,575 +35,659 +16%
AP
17
Appleton Partners
Massachusetts
$4.36M 236,334 +12,055 +5%
GC
18
Guggenheim Capital
Illinois
$3.79M 205,000 +4,662 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.08M 166,942 -33,477 -17%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.96M 160,504 +3,398 +2%
AFS
21
Access Financial Services
Minnesota
$2.91M 157,628 -10,273 -6%
FAN
22
Financial Advisors Network
California
$2.79M 151,372 +151,372 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.77M 149,971 +1,195 +0.8%
AG
24
Advisor Group
Arizona
$2.48M 134,132 +6,684 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.44M 132,498 +22,112 +20%