PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

205 hedge funds and large institutions have $267M invested in Invesco Financial Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 27 closing their positions.

Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
50
Reduced
71
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$2.93M
2
PAG
2
Private Advisor Group
New Jersey
$4.13M
3
SFS
3
Sowell Financial Services
Arkansas
$1.36M
4
WA
4
Waverly Advisors
Alabama
$1.25M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.59M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$72K
2
Morgan Stanley
2
Morgan Stanley
New York
$39.9M
3
Bank of America
3
Bank of America
North Carolina
$27.5M
4
HIP
4
HUB Investment Partners
Texas
$0
5
RJA
5
Raymond James & Associates
Florida
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.21M -$26.5K -1,765 -1%
FIM
27
Freedom Investment Management
Connecticut
$2.14M -$246K -16,371 -10%
PFS
28
Prospera Financial Services
Texas
$1.99M +$53.1K +3,526 +3%
Stifel Financial
29
Stifel Financial
Missouri
$1.87M -$95K -6,316 -5%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.74M -$248K -16,490 -12%
Asset Management One
31
Asset Management One
Japan
$1.66M -$273K -18,164 -14%
Wolverine Trading
32
Wolverine Trading
Illinois
$1.59M +$1.24M +82,389 +350%
RJA
33
Raymond James & Associates
Florida
$1.56M -$816K -54,266 -34%
DIP
34
DT Investment Partners
Pennsylvania
$1.56M +$148K +9,873 +11%
WAM
35
Walker Asset Management
Missouri
$1.41M – – –
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.4M +$307K +20,437 +28%
GC
37
Guggenheim Capital
Illinois
$1.38M +$230K +15,325 +20%
SFS
38
Sowell Financial Services
Arkansas
$1.36M +$1.36M +90,119 New
Jane Street
39
Jane Street
New York
$1.34M -$415K -27,552 -24%
CAN
40
Cetera Advisor Networks
California
$1.32M -$272K -18,061 -17%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.25M -$212K -14,119 -15%
WA
42
Waverly Advisors
Alabama
$1.25M +$1.25M +82,759 New
FANJ
43
Financial Architects (New Jersey)
New Jersey
$1.17M +$1.17M +77,714 New
AC
44
Avory & Company
Florida
$1.1M +$449K +29,847 +69%
JAM
45
Jacobs Asset Management
New York
$1.07M +$1.07M +71,430 New
RPCA
46
Running Point Capital Advisors
California
$1.04M +$99.6K +6,625 +11%
IRC
47
Investors Research Corp
Georgia
$1.01M +$257K +17,105 +34%
DADC
48
D.A. Davidson & Co
Montana
$891K -$48.9K -3,250 -5%
Truist Financial
49
Truist Financial
North Carolina
$889K -$61.6K -4,095 -6%
KAS
50
Kestra Advisory Services
Texas
$872K -$592K -39,363 -40%
1
2
3 4 5