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Invesco Financial Preferred ETF
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Overview Fund Activity

215 hedge funds and large institutions have $403M invested in Invesco Financial Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
215
Holders Change
+24
Holders Change %
+12.57%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
35
Increased
69
Reduced
67
Closed
11
Calls
$198K
Puts
$659K
Net Calls
-$461K
Net Calls Change
+$868K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.7M
2
AWS
2
AJ Wealth Strategies
New York
$12M
3
CAGAS
3
Capital Advisory Group Advisory Services
Minnesota
$2.04M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.34M
5
WAM
5
Walker Asset Management
Missouri
$1.78M

Top Sellers

1
BWM
1
BT Wealth Management
Georgia
$2.82M
2
GI
2
Glovista Investments
New Jersey
$0
3
KAS
3
Kestra Advisory Services
Texas
$2.07M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.03M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$72.5M 3,851,382 -56,092 -1%
Bank of America
2
Bank of America
North Carolina
$44.7M 2,372,996 +330,502 +16%
LPL Financial
3
LPL Financial
California
$25.1M 1,333,477 +31,905 +2%
Wells Fargo
4
Wells Fargo
California
$24M 1,275,827 +90,115 +8%
AWAG
5
ARS Wealth Advisors Group
Florida
$20.4M 1,082,599 +7,882 +0.7%
UBS Group
6
UBS Group
Switzerland
$16.3M 865,496 +21,827 +3%
AWS
7
AJ Wealth Strategies
New York
$12M 639,703 +193,536 +43%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.34M 496,421 +107,216 +28%
NSIM
9
North Star Investment Management
Illinois
$6.98M 370,637 +31,855 +9%
EW
10
Evoke Wealth
California
$6.93M 368,395 +14,768 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.48M 344,348 -56,400 -14%
CL
12
CIM LLC
New York
$6.05M 331,955 -1,659 -0.5%
AP
13
Appleton Partners
Massachusetts
$5.96M 316,693 +6,013 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.93M 315,129 -26,379 -8%
GI
15
Gradient Investments
Minnesota
$5.79M 307,671 +4,719 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.03M 267,178 -60,941 -19%
FCA
17
FinTrust Capital Advisors
South Carolina
$4.86M 258,428 -8,762 -3%
IAN
18
Integrated Advisors Network
Texas
$4.82M 255,822 +38,326 +18%
SWIG
19
Strategic Wealth Investment Group
Kentucky
$4.81M 255,294 +6,436 +3%
RJA
20
Raymond James & Associates
Florida
$4.03M 214,305 +6,412 +3%
Stifel Financial
21
Stifel Financial
Missouri
$3.81M 202,193 +16,685 +9%
CAN
22
Cetera Advisor Networks
California
$3.53M 187,675 -6,847 -4%
AWM
23
Accel Wealth Management
Iowa
$3.29M 174,966 +31,941 +22%
SIS
24
Sound Income Strategies
Florida
$3.28M 174,079 +46,333 +36%
LNC
25
Lincoln National Corp
Pennsylvania
$3.08M 163,703 +16,990 +12%
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