Invesco Financial Preferred ETF
PGF
226 hedge funds and large institutions have $250M invested in Invesco Financial Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 51 increasing their positions, 81 reducing their positions, and 15 closing their positions.
817% more call options, than puts
Call options by funds: $220K | Put options by funds: $24K
180% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 15
10% more funds holding
Funds holding: 205 → 226 (+21)
0.58% more ownership
Funds ownership: 22.33% → 22.91% (+0.58%)
6% less capital invested
Capital invested by funds: $267M → $250M (-$17M)
37% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 81
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$15M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.74M |
| 3 |
Morgan Stanley
New York
|
+$2.41M |
| 4 |
Cohen & Steers
New York
|
+$2.28M |
| 5 |
Rockefeller Capital Management
New York
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWAG
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
-$15.4M |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$2.98M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.82M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
-$2.07M |
| 5 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
-$1.68M |
PGF Hedge Fund Activity: Q4 2022 in Review
226 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q4 2022, worth a combined $250M — down 6.4% from $267M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PGF positions and 15 closed out — a net gain of 27 holders — while 51 added to existing stakes and 81 trimmed.
The largest buyer was Jane Street, adding an estimated $15M. The largest seller was ARS Wealth Advisors Group, exiting entirely with an estimated $15.4M sold.
- 226 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q4 2022, up from 205 in Q3 2022.
- Funds reported $250M of Invesco Financial Preferred ETF stock for Q4 2022, down 6.4% quarter-over-quarter.
- 42 funds opened new Invesco Financial Preferred ETF positions in Q4 2022 and 15 closed out, a net change of +27 holders.
- The largest Invesco Financial Preferred ETF buyer in Q4 2022 was Jane Street, an estimated $15M added.
- The largest Invesco Financial Preferred ETF seller in Q4 2022 was ARS Wealth Advisors Group, an estimated $15.4M sold.
Based on aggregated 13F filings for Q4 2022.