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Invesco Financial Preferred ETF

173 hedge funds and large institutions have $246M invested in Invesco Financial Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 27 closing their positions.

Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
57
Reduced
45
Closed
27
Calls
$3.01M
Puts
$802K
Net Calls
+$2.21M
Net Calls Change
+$3.49M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.5M 2,094,191 +522,442 +33%
Bank of America
2
Bank of America
North Carolina
$29.9M 1,669,358 +92,229 +6%
AWA
3
ARS Wealth Advisors
Florida
$16.2M 903,561 +903,561 New
LPL Financial
4
LPL Financial
California
$16M 893,983 +159,764 +22%
UBS Group
5
UBS Group
Switzerland
$13.6M 762,350 -5,472 -0.7%
Wells Fargo
6
Wells Fargo
California
$13.3M 743,538 -5,913 -0.8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.34M 409,837 +201,091 +96%
FCA
8
FinTrust Capital Advisors
South Carolina
$5.95M 332,465 -23,458 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.19M 289,746 -23,877 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.54M 253,790 +158,025 +165%
NSIM
11
North Star Investment Management
Illinois
$4.35M 243,045 -45,457 -16%
Asset Management One
12
Asset Management One
Japan
$4.26M 238,143
AP
13
Appleton Partners
Massachusetts
$3.84M 214,529 -3,180 -1%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.53M 197,070 +13,509 +7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.24M 180,822 +42,385 +31%
RJA
16
Raymond James & Associates
Florida
$2.75M 153,726 -31,456 -17%
AWS
17
AJ Wealth Strategies
New York
$2.62M 146,071 +34,029 +30%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.59M 144,859 +2,209 +2%
CAN
19
Cetera Advisor Networks
California
$2.33M 130,328 +34,127 +35%
PFA
20
Paradigm Financial Advisors
Missouri
$2.29M 127,729 -177 -0.1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.05M 114,763 +10,856 +10%
Stifel Financial
22
Stifel Financial
Missouri
$1.99M 111,407 +53,676 +93%
MA
23
Mutual Advisors
Nebraska
$1.95M 108,737 -1,202 -1%
SWIG
24
Strategic Wealth Investment Group
Kentucky
$1.91M 106,584 -33,962 -24%
UCFA
25
United Capital Financial Advisors
Texas
$1.88M 104,956 -7,770 -7%