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Invesco Financial Preferred ETF

150 hedge funds and large institutions have $140M invested in Invesco Financial Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 19.35%19.7% (+0.35%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

4% less funds holding

Funds holding: 157150 (-7)

6% less capital invested

Capital invested by funds: $148M → $140M (-$8.19M)

Holders
150
Holders Change
-7
Holders Change %
-4.46%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
44
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.2M -$115K -8,091 -0.5%
UBS Group
2
UBS Group
Switzerland
$18.2M +$48.9K +3,435 +0.3%
LPL Financial
3
LPL Financial
California
$10.6M -$650K -45,654 -6%
Bank of America
4
Bank of America
North Carolina
$10.1M -$696K -48,923 -6%
Wells Fargo
5
Wells Fargo
California
$8.5M +$160K +11,272 +2%
IRC
6
Investors Research Corp
Georgia
$4.85M +$426K +29,925 +9%
PAG
7
Private Advisor Group
New Jersey
$4.62M -$105K -7,385 -2%
NSIM
8
North Star Investment Management
Illinois
$4.38M +$722K +50,749 +19%
EW
9
Evoke Wealth
California
$4.15M -$467K -32,792 -10%
SAW
10
Signal Advisors Wealth
Michigan
$2.97M -$401K -28,161 -12%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.47M -$109K -7,670 -4%
Raymond James Financial
12
Raymond James Financial
Florida
$2.25M +$4.83K +339 +0.2%
RSS
13
Rosenblum Silverman Sutton
California
$2.22M +$89K +6,256 +4%
SCM
14
Sterneck Capital Management
Missouri
$1.98M +$113K +7,920 +6%
SA
15
Sanctuary Advisors
Indiana
$1.89M +$406K +28,518 +26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.79M +$216K +15,208 +13%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.6M -$149K -10,436 -8%
WAS
18
Wealth Advisory Solutions
Indiana
$1.53M -$182K -12,800 -10%
PFS
19
Prospera Financial Services
Texas
$1.48M -$52.6K -3,693 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.42M +$165K +11,595 +13%
FMB
21
Field & Main Bank
Kentucky
$1.33M -$67.6K -4,748 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.19M +$19.6K +1,378 +2%
MFG
23
Magnus Financial Group
New York
$1.19M +$17.9K +1,261 +1%
LRWM
24
Lord & Richards Wealth Management
Colorado
$1.16M -$96K -6,742 -7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.15M +$552K +38,772 +86%