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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $208M invested in Invesco Financial Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.27M
2
Bank of America
2
Bank of America
North Carolina
$15.4M
3
Ameriprise
3
Ameriprise
Minnesota
$4.08M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$832K
5
CFO
5
Custos Family Office
Texas
$8.84M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$0
2
BFS
2
Bard Financial Services
Connecticut
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$175K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
FCA
5
FinTrust Capital Advisors
South Carolina
$356K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.42M -$56.2K -3,995 -4%
IAN
27
Integrated Advisors Network
Texas
$1.41M +$127K +9,058 +10%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.37M -$15.6K -1,109 -1%
SFS
29
Sowell Financial Services
Arkansas
$1.3M – – –
Asset Management One
30
Asset Management One
Japan
$1.23M +$88.2K +6,271 +8%
FMB
31
Field & Main Bank
Kentucky
$1.2M +$45.8K +3,256 +4%
RJA
32
Raymond James & Associates
Florida
$1.15M -$21.2K -1,507 -2%
CAN
33
Cetera Advisor Networks
California
$1.11M -$28K -1,989 -2%
SCM
34
Sterneck Capital Management
Missouri
$1.06M -$65.4K -4,654 -6%
MFG
35
Magnus Financial Group
New York
$1.04M +$14.9K +1,057 +1%
DADC
36
D.A. Davidson & Co
Montana
$1.02M +$3.52K +250 +0.3%
LNC
37
Lincoln National Corp
Pennsylvania
$976K -$23.8K -1,695 -2%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$975K – – –
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$919K +$70.4K +5,005 +8%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$917K -$60.8K -4,322 -6%
Wolverine Trading
41
Wolverine Trading
Illinois
$889K -$133K -9,468 -13%
HighTower Advisors
42
HighTower Advisors
Illinois
$832K +$832K +59,058 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$831K -$155K -10,990 -16%
DF
44
Dunhill Financial
United Kingdom
$821K +$103K +7,532 +14%
RPCA
45
Running Point Capital Advisors
California
$816K -$21.3K -1,514 -3%
KAS
46
Kestra Advisory Services
Texas
$776K +$6.2K +441 +0.8%
WAM
47
Walker Asset Management
Missouri
$724K -$75.2K -5,350 -9%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$683K +$683K +48,574 +971,480%
AC
49
Avory & Company
Florida
$676K -$84.4K -6,005 -11%
LWM
50
LJI Wealth Management
Indiana
$607K -$886 -63 -0.1%
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