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Invesco Financial Preferred ETF
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Overview Fund Activity

191 hedge funds and large institutions have $396M invested in Invesco Financial Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
191
Holders Change
-13
Holders Change %
-6.37%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
81
Reduced
46
Closed
18
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
+$291K

Top Buyers

1
AWAG
1
ARS Wealth Advisors Group
Florida
$20.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$74M
3
AWS
3
AJ Wealth Strategies
New York
$8.46M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.38M
5
SIS
5
Sound Income Strategies
Florida
$2.42M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
FGAM
4
Financial Gravity Asset Management
Texas
$19K
5
CRI
5
Colonial River Investments
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74M 3,907,474 +250,789 +7%
Bank of America
2
Bank of America
North Carolina
$38.7M 2,042,494 +65,094 +3%
LPL Financial
3
LPL Financial
California
$24.7M 1,301,572 +20,951 +2%
Wells Fargo
4
Wells Fargo
California
$22.5M 1,185,712 +47,969 +4%
AWAG
5
ARS Wealth Advisors Group
Florida
$20.4M 1,074,717 +1,074,717 New
UBS Group
6
UBS Group
Switzerland
$16M 843,669 +18,802 +2%
BWM
7
BT Wealth Management
Georgia
$9.39M 495,618 -60,474 -11%
AWS
8
AJ Wealth Strategies
New York
$8.46M 446,167 +169,937 +62%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.6M 400,748 +8,853 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.38M 389,205 +86,587 +29%
EW
11
Evoke Wealth
California
$6.7M 353,627 +37,920 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.47M 341,508 +87 +0%
NSIM
13
North Star Investment Management
Illinois
$6.42M 338,782 +23,008 +7%
CL
14
CIM LLC
New York
$6.36M 333,614 -31,693 -9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.22M 328,119 +38,780 +13%
AP
16
Appleton Partners
Massachusetts
$5.89M 310,680 +46,031 +17%
GI
17
Gradient Investments
Minnesota
$5.74M 302,952 +15,212 +5%
FCA
18
FinTrust Capital Advisors
South Carolina
$5.06M 267,190 -4,378 -2%
SWIG
19
Strategic Wealth Investment Group
Kentucky
$4.73M 248,858 +20,085 +9%
IAN
20
Integrated Advisors Network
Texas
$4.12M 217,496 +1,727 +0.8%
RJA
21
Raymond James & Associates
Florida
$3.94M 207,893 +8,680 +4%
CAN
22
Cetera Advisor Networks
California
$3.69M 194,522 +3,752 +2%
Stifel Financial
23
Stifel Financial
Missouri
$3.52M 185,508 +33,159 +22%
KAS
24
Kestra Advisory Services
Texas
$3.32M 175,346 +20,737 +13%
GI
25
Glovista Investments
New Jersey
$3.28M 172,991 -3,740 -2%
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