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Invesco Financial Preferred ETF
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Overview Fund Activity

175 hedge funds and large institutions have $293M invested in Invesco Financial Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 19 closing their positions.

Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
45
Closed
19
Calls
$3.07M
Puts
$222K
Net Calls
+$2.85M
Net Calls Change
+$636K

Top Buyers

1
BWM
1
BT Wealth Management
Georgia
$8.19M
2
CL
2
CIM LLC
New York
$6.55M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.7M
4
MWA
4
MFA Wealth Advisors
Pennsylvania
$3.42M
5
LPL Financial
5
LPL Financial
California
$19.9M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$0
2
TA
2
TCG Advisors
Texas
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$1.13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.7M 2,332,208 +238,017 +11%
Bank of America
2
Bank of America
North Carolina
$33.9M 1,808,884 +139,526 +8%
LPL Financial
3
LPL Financial
California
$19.9M 1,059,697 +165,714 +19%
AWA
4
ARS Wealth Advisors
Florida
$18.4M 979,488 +75,927 +8%
UBS Group
5
UBS Group
Switzerland
$14.6M 778,045 +15,695 +2%
Wells Fargo
6
Wells Fargo
California
$14.4M 769,757 +26,219 +4%
BWM
7
BT Wealth Management
Georgia
$8.19M 436,991 +423,491 +3,137%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.18M 436,324 +26,487 +6%
CL
9
CIM LLC
New York
$6.55M 347,696 +347,696 New
Osaic Holdings
10
Osaic Holdings
Arizona
$6.07M 323,803 +34,057 +12%
NSIM
11
North Star Investment Management
Illinois
$4.65M 248,370 +5,325 +2%
MML Investors Services
12
MML Investors Services
Massachusetts
$4.29M 229,020 +31,950 +16%
Asset Management One
13
Asset Management One
Japan
$4.24M 226,478 -11,665 -5%
AP
14
Appleton Partners
Massachusetts
$4.07M 217,155 +2,626 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.96M 211,076 -42,714 -17%
EW
16
Evoke Wealth
California
$3.93M 209,428 +114,925 +122%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.7M 197,642 +16,820 +9%
MWA
18
MFA Wealth Advisors
Pennsylvania
$3.42M 182,441 +182,441 New
CAN
19
Cetera Advisor Networks
California
$2.86M 152,343 +22,015 +17%
AWS
20
AJ Wealth Strategies
New York
$2.79M 148,856 +2,785 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.67M 142,603 -2,256 -2%
RJA
22
Raymond James & Associates
Florida
$2.64M 140,744 -12,982 -8%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$2.34M 124,969 +124,969 New
SWIG
24
Strategic Wealth Investment Group
Kentucky
$2.28M 121,739 +15,155 +14%
PP
25
Prudential plc
United Kingdom
$2.25M 120,000 +120,000 New
1
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