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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

182 hedge funds and large institutions have $211M invested in Invesco Financial Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 24 closing their positions.

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
39
Reduced
67
Closed
24
Calls
$273K
Puts
$6K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.8M
2
OMC
2
Old Mission Capital
Illinois
$1.86M
3
Bank of America
3
Bank of America
North Carolina
$17.4M
4
PAG
4
Private Advisor Group
New Jersey
$11.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.08M

Top Sellers

1
CFO
1
Custos Family Office
Texas
$0
2
Truist Financial
2
Truist Financial
North Carolina
$835K
3
EW
3
Evoke Wealth
California
$729K
4
Jane Street
4
Jane Street
New York
$2.45M
5
BAAM
5
Baker Avenue Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
26
Asset Management One
Japan
$1.25M -$29.4K -2,001 -2%
RJA
27
Raymond James & Associates
Florida
$1.14M -$54.6K -3,742 -5%
MFG
28
Magnus Financial Group
New York
$1.1M +$20.4K +1,398 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$1.08M +$1.08M +73,774 New
SCM
30
Sterneck Capital Management
Missouri
$1.07M -$26.6K -1,822 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.07M -$628K -43,073 -37%
DADC
32
D.A. Davidson & Co
Montana
$1.05M -$10.9K -750 -1%
LNC
33
Lincoln National Corp
Pennsylvania
$1.02M +$3.62K +248 +0.4%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$1.01M – – –
Wolverine Trading
35
Wolverine Trading
Illinois
$1.01M +$84.4K +5,790 +9%
MML Investors Services
36
MML Investors Services
Massachusetts
$1M -$416K -28,533 -29%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$938K -$12.2K -835 -1%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$931K -$22.7K -1,555 -2%
Truist Financial
39
Truist Financial
North Carolina
$835K -$6.71M -460,398 -89%
CAN
40
Cetera Advisor Networks
California
$807K -$348K -23,837 -30%
HighTower Advisors
41
HighTower Advisors
Illinois
$775K -$85.2K -5,848 -10%
EW
42
Evoke Wealth
California
$729K -$6.3M -432,154 -90%
WAM
43
Walker Asset Management
Missouri
$729K -$21.9K -1,500 -3%
KAS
44
Kestra Advisory Services
Texas
$725K -$80.4K -5,516 -10%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$710K +$1.46K +100 +0.2%
AC
46
Avory & Company
Florida
$700K -$889 -61 -0.1%
PCM
47
Pennsylvania Capital Management
Pennsylvania
$561K – – –
PMG
48
ProVise Management Group
Florida
$558K -$306 -21 -0.1%
LWM
49
LJI Wealth Management
Indiana
$538K -$90.7K -6,220 -14%
CIA
50
Capital Investment Advisors
Georgia
$510K -$10.9K -746 -2%
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