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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

173 hedge funds and large institutions have $185M invested in Invesco Financial Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-9
Holders Change %
-4.95%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
38
Reduced
67
Closed
17
Calls
$405K
Puts
$55K
Net Calls
+$350K
Net Calls Change
+$83K

Top Buyers

1
RH
RFG Holdings
Texas
$13.2M
2
EW
Evoke Wealth
California
$4.17M
3
LPL Financial
LPL Financial
California
$18.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$896K
5
Wells Fargo
Wells Fargo
California
$11.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.6M
2
Bank of America
Bank of America
North Carolina
$11.4M
3
OMC
Old Mission Capital
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.27M
5
PAG
Private Advisor Group
New Jersey
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
Sterneck Capital Management
Missouri
$1.2M +$83.9K +5,506 +8%
GC
27
Guggenheim Capital
Illinois
$1.17M -$549K -36,040 -32%
MFG
28
Magnus Financial Group
New York
$1.17M +$17.1K +1,124 +1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.12M +$503 +33 +0%
RJA
30
Raymond James & Associates
Florida
$1.12M -$71.2K -4,671 -6%
DADC
31
D.A. Davidson & Co
Montana
$1.09M – – –
LNC
32
Lincoln National Corp
Pennsylvania
$1.06M +$3.03K +199 +0.3%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.03M -$16.5K -1,085 -2%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$943K -$114K -7,499 -11%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$896K +$896K +58,790 New
HighTower Advisors
36
HighTower Advisors
Illinois
$886K +$75.8K +4,975 +9%
Truist Financial
37
Truist Financial
North Carolina
$860K -$12.9K -847 -1%
CAN
38
Cetera Advisor Networks
California
$821K -$22.4K -1,469 -3%
WAM
39
Walker Asset Management
Missouri
$762K – – –
KAS
40
Kestra Advisory Services
Texas
$744K -$13.7K -901 -2%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$740K -$1.52K -100 -0.2%
AC
42
Avory & Company
Florida
$725K -$6.95K -456 -1%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$643K -$330K -21,668 -34%
PCM
44
Pennsylvania Capital Management
Pennsylvania
$586K – – –
LWM
45
LJI Wealth Management
Indiana
$549K -$13.5K -889 -2%
CIA
46
Capital Investment Advisors
Georgia
$520K -$12.9K -849 -2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$510K +$133K +8,671 +35%
Wolverine Trading
48
Wolverine Trading
Illinois
$503K -$549K -36,032 -52%
GAM
49
Gould Asset Management
California
$480K +$11.4K +745 +2%
Comerica Bank
50
Comerica Bank
Texas
$467K -$20.4K -1,337 -4%
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