Invesco Financial Preferred ETF
PGF
217 hedge funds and large institutions have $331M invested in Invesco Financial Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
1% more funds holding
Funds holding: 215 → 217 (+2)
0.42% less ownership
Funds ownership: 22.57% → 22.15% (-0.42%)
18% less capital invested
Capital invested by funds: $403M → $331M (-$72.3M)
22% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 78
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $589K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFO
Custos Family Office
Austin,
Texas
|
+$5.46M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.92M |
| 3 |
Renaissance Technologies
New York
|
+$3.21M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.9M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.55M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
-$4.97M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.46M |
| 5 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
-$2.37M |
PGF Hedge Fund Activity: Q1 2022 in Review
217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q1 2022, worth a combined $331M — down 18% from $403M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PGF positions and 18 closed out — a net gain of 7 holders — while 61 added to existing stakes and 78 trimmed.
The largest buyer was Custos Family Office, opening a new position worth an estimated $5.46M. The largest seller was Morgan Stanley, cutting an estimated $22.7M.
- 217 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q1 2022, up from 215 in Q4 2021.
- Funds reported $331M of Invesco Financial Preferred ETF stock for Q1 2022, down 18% quarter-over-quarter.
- 25 funds opened new Invesco Financial Preferred ETF positions in Q1 2022 and 18 closed out, a net change of +7 holders.
- The largest Invesco Financial Preferred ETF buyer in Q1 2022 was Custos Family Office, an estimated $5.46M added.
- The largest Invesco Financial Preferred ETF seller in Q1 2022 was Morgan Stanley, an estimated $22.7M sold.
Based on aggregated 13F filings for Q1 2022.