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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

186 hedge funds and large institutions have $223M invested in Invesco Financial Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 44 closing their positions.

Holders
186
Holders Change
-38
Holders Change %
-16.96%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
53
Reduced
61
Closed
44
Calls
$244K
Puts
$364K
Net Calls
-$120K
Net Calls Change
-$316K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$14.1M
2
Wells Fargo
2
Wells Fargo
California
$12.6M
3
PAG
3
Private Advisor Group
New Jersey
$9.45M
4
CFO
4
Custos Family Office
Texas
$8.05M
5
BAAM
5
Baker Avenue Asset Management
California
$1.74M

Top Sellers

1
Jane Street
1
Jane Street
New York
$777K
2
Bank of America
2
Bank of America
North Carolina
$12.6M
3
JAM
3
Jacobs Asset Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$463K
Name Market Value Shares Shares
Change 		Shares
Change %
MCC
226
Money Concepts Capital
Florida
– – -170 Closed
FA
227
Fiduciary Alliance
South Carolina
– – -167 Closed
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
– – -100 Closed
MWM
229
MinichMacGregor Wealth Management
New York
– – -100 Closed
GI
230
Gradient Investments
Minnesota
– – -71 Closed
PP
231
PrairieView Partners
Minnesota
– – -57 Closed
6 7 8 9
10