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Invesco Financial Preferred ETF

181 hedge funds and large institutions have $226M invested in Invesco Financial Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
181
Holders Change
-5
Holders Change %
-2.69%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
53
Reduced
56
Closed
19
Calls
$136K
Puts
$20K
Net Calls
+$116K
Net Calls Change
+$236K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.3M 2,391,072 -449,579 -16%
LPL Financial
2
LPL Financial
California
$16.3M 1,136,553 +45,473 +4%
Bank of America
3
Bank of America
North Carolina
$14.1M 983,039 +112,577 +13%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$13.7M 952,207 -15,516 -2%
Wells Fargo
5
Wells Fargo
California
$11.6M 808,067 -56,628 -7%
PAG
6
Private Advisor Group
New Jersey
$9.68M 674,573 +23,450 +4%
CFO
7
Custos Family Office
Texas
$8.31M 579,166 +24,816 +4%
EW
8
Evoke Wealth
California
$6.92M 481,979 +175 +0%
Truist Financial
9
Truist Financial
North Carolina
$6.9M 480,994 +391,541 +438%
UBS Group
10
UBS Group
Switzerland
$5.93M 413,245 +21,013 +5%
SWIG
11
Strategic Wealth Investment Group
Kentucky
$5.27M 367,246 +55,271 +18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.17M 360,538 -58,223 -14%
CL
13
CIM LLC
New York
$5M 348,590 +3,867 +1%
NSIM
14
North Star Investment Management
Illinois
$4.78M 333,338 -15,096 -4%
Jane Street
15
Jane Street
New York
$4.47M 311,263 +257,766 +482%
Ameriprise
16
Ameriprise
Minnesota
$3.31M 230,803 +48,040 +26%
AWM
17
Accel Wealth Management
Iowa
$2.32M 161,952 +818 +0.5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.15M 149,986 +5,251 +4%
GC
19
Guggenheim Capital
Illinois
$1.97M 137,587 +8,049 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.96M 136,294 -3,359 -2%
PFS
21
Prospera Financial Services
Texas
$1.95M 136,056 -4,132 -3%
BAAM
22
Baker Avenue Asset Management
California
$1.94M 134,931 +14,935 +12%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.87M 130,568 -16,072 -11%
FIM
24
Freedom Investment Management
Connecticut
$1.78M 124,092 +6,853 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.66M 115,693 -126,856 -52%