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Invesco Financial Preferred ETF

190 hedge funds and large institutions have $318M invested in Invesco Financial Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
190
Holders Change
+29
Holders Change %
+18.01%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
59
Reduced
49
Closed
11
Calls
$351K
Puts
$1K
Net Calls
+$350K
Net Calls Change
+$900K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$38.9M 2,061,089 +245,044 +13%
Morgan Stanley
2
Morgan Stanley
New York
$26.6M 1,407,779 +170,391 +14%
CL
3
Cabana LLC
Arkansas
$22.1M 1,169,028 -940,924 -45%
FIA
4
Foundations Investment Advisors
Arizona
$19.3M 1,015,812 -756,324 -43%
UBS Group
5
UBS Group
Switzerland
$16M 850,444 -3,197 -0.4%
LPL Financial
6
LPL Financial
California
$13.9M 737,841 +51,183 +7%
GI
7
Gradient Investments
Minnesota
$11.9M 632,905 +88,472 +16%
CAN
8
Claraphi Advisory Network
United States
$9.3M 492,962 +6,940 +1%
BAAM
9
Baker Avenue Asset Management
California
$9M 477,116 -501 -0.1%
Wells Fargo
10
Wells Fargo
California
$8.44M 447,259 +54,847 +14%
FCA
11
FinTrust Capital Advisors
South Carolina
$7.28M 385,761 -3,431 -0.9%
AWS
12
AJ Wealth Strategies
New York
$7.24M 383,798 +36,272 +10%
DIP
13
DT Investment Partners
Pennsylvania
$7.17M 379,744 +26,478 +7%
NSIM
14
North Star Investment Management
Illinois
$5.3M 280,586 +362 +0.1%
Asset Management One
15
Asset Management One
Japan
$4.71M 249,400 +1,200 +0.5%
FI
16
FormulaFolio Investments
Michigan
$4.18M 221,519 +46,157 +26%
AP
17
Appleton Partners
Massachusetts
$4.05M 214,417 +1,410 +0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.95M 209,359 +22,420 +12%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.58M 189,539 +11,202 +6%
RJA
20
Raymond James & Associates
Florida
$3.4M 179,963 +35,796 +25%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.21M 170,113 +4,272 +3%
NC
22
NewSquare Capital
Pennsylvania
$3.07M 162,512 +12,222 +8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.76M 146,312 +3,725 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.68M 142,024 +1,960 +1%
AG
25
Advisor Group
Arizona
$2.67M 141,535 -3,827 -3%