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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 %
IRC
26
Investors Research Corp
Georgia
$1.36M 93,470 +11,944 +15%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$1.31M 90,252 -4,140 -4%
Truist Financial
28
Truist Financial
North Carolina
$1.3M 89,453 +30,761 +52%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.29M 88,689 -18,859 -18%
IAN
30
Integrated Advisors Network
Texas
$1.24M 85,064 +73,526 +637%
RJA
31
Raymond James & Associates
Florida
$1.23M 84,777 -2,864 -3%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.22M 83,718 -2,985 -3%
FCA
33
FinTrust Capital Advisors
South Carolina
$1.19M 82,365 – –
CAN
34
Cetera Advisor Networks
California
$1.17M 80,750 -1,234 -2%
FMB
35
Field & Main Bank
Kentucky
$1.16M 80,009 +22,810 +40%
BFS
36
Bard Financial Services
Connecticut
$1.15M 78,925 – –
Renaissance Technologies
37
Renaissance Technologies
New York
$1.14M 78,200 +48,100 +160%
BDWCC
38
B&D White Capital Company
Texas
$1.12M 77,450 +77,450 New
SCM
39
Sterneck Capital Management
Missouri
$1.12M 76,860 -1,000 -1%
LNC
40
Lincoln National Corp
Pennsylvania
$1.1M 75,998 -7,542 -9%
WAM
41
Walker Asset Management
Missouri
$1.08M 74,600 – –
AC
42
Avory & Company
Florida
$1.08M 74,070 -1,778 -2%
MFG
43
Magnus Financial Group
New York
$1.03M 71,054 +71,054 New
DADC
44
D.A. Davidson & Co
Montana
$946K 65,175 +5,750 +10%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$877K 60,387 -12 -0%
RPCA
46
Running Point Capital Advisors
California
$826K 56,863 -9,257 -14%
KAS
47
Kestra Advisory Services
Texas
$822K 56,634 +1,257 +2%
FANJ
48
Financial Architects (New Jersey)
New Jersey
$791K 54,491 +8 +0%
Jane Street
49
Jane Street
New York
$777K 53,497 -1,052,443 -95%
LWM
50
LJI Wealth Management
Indiana
$633K 43,585 +1,223 +3%
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