PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

211 hedge funds and large institutions have $281M invested in Invesco Financial Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
51
Reduced
85
Closed
18
Calls
–
Puts
$359K
Net Calls
-$359K
Net Calls Change
+$230K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$9.05M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.7M
3
EW
3
Evoke Wealth
California
$7.71M
4
PAG
4
Private Advisor Group
New Jersey
$2.56M
5
Jane Street
5
Jane Street
New York
$1.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$11.4M
2
AWS
2
AJ Wealth Strategies
New York
$1.02M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.67M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$47K
5
IAN
5
Integrated Advisors Network
Texas
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$2.46M -$284K -18,248 -10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.31M -$19.2K -1,235 -0.8%
LNC
28
Lincoln National Corp
Pennsylvania
$2.26M -$95.5K -6,143 -4%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.05M -$39.9K -2,569 -2%
Stifel Financial
30
Stifel Financial
Missouri
$2.02M -$1.04M -66,715 -34%
PFS
31
Prospera Financial Services
Texas
$2M -$54.4K -3,500 -3%
Asset Management One
32
Asset Management One
Japan
$1.99M -$359K -23,108 -15%
Jane Street
33
Jane Street
New York
$1.81M +$1.46M +94,169 +421%
CAN
34
Cetera Advisor Networks
California
$1.65M -$912K -58,723 -36%
KAS
35
Kestra Advisory Services
Texas
$1.51M -$298K -19,202 -16%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.51M -$23.4K -1,505 -2%
WAM
37
Walker Asset Management
Missouri
$1.46M -$38.8K -2,500 -3%
DIP
38
DT Investment Partners
Pennsylvania
$1.46M +$81.5K +5,247 +6%
BWM
39
BT Wealth Management
Georgia
$1.25M -$788K -50,696 -39%
GC
40
Guggenheim Capital
Illinois
$1.18M +$86.9K +5,594 +8%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.13M +$62 +4 +0%
AWS
42
AJ Wealth Strategies
New York
$1.02M -$4.49M -288,779 -81%
Truist Financial
43
Truist Financial
North Carolina
$982K -$80K -5,147 -8%
DADC
44
D.A. Davidson & Co
Montana
$971K +$54.4K +3,500 +6%
RPCA
45
Running Point Capital Advisors
California
$967K +$69K +4,437 +8%
HIP
46
HUB Investment Partners
Texas
$953K -$132K -8,470 -12%
FMB
47
Field & Main Bank
Kentucky
$896K -$48K -3,090 -5%
SPC
48
Sigma Planning Corp
Michigan
$821K +$8.38K +539 +1%
NA
49
NewEdge Advisors
Louisiana
$819K -$6.99K -450 -0.8%
Renaissance Technologies
50
Renaissance Technologies
New York
$778K -$2.59M -166,261 -77%
1
2
3 4 5