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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

178 hedge funds and large institutions have $172M invested in Invesco Financial Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
50
Reduced
51
Closed
17
Calls
$225K
Puts
$15K
Net Calls
+$210K
Net Calls Change
-$140K

Top Buyers

1
RH
1
RFG Holdings
Texas
$13.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.18M
3
Citadel Advisors
3
Citadel Advisors
Florida
$689K
4
RSS
4
Rosenblum Silverman Sutton
California
$443K
5
UBS Group
5
UBS Group
Switzerland
$6.61M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$30K
2
EW
2
Evoke Wealth
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.15M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
Bank of America
5
Bank of America
North Carolina
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$1.12M -$418K -28,353 -27%
Asset Management One
27
Asset Management One
Japan
$1.08M -$93.3K -6,331 -8%
DADC
28
D.A. Davidson & Co
Montana
$1.05M -$1.69K -115 -0.2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.05M -$28K -1,904 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.04M +$186K +12,576 +22%
GC
31
Guggenheim Capital
Illinois
$1.03M -$101K -6,831 -9%
MML Investors Services
32
MML Investors Services
Massachusetts
$983K -$12.5K -849 -1%
RJA
33
Raymond James & Associates
Florida
$963K -$116K -7,875 -11%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$837K -$28.8K -1,954 -3%
AC
35
Avory & Company
Florida
$810K +$110K +7,454 +16%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$804K -$113K -7,634 -12%
Citadel Advisors
37
Citadel Advisors
Florida
$689K +$664K +45,086 +2,706%
Truist Financial
38
Truist Financial
North Carolina
$675K -$156K -10,603 -19%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$652K +$30.9K +2,097 +5%
WAM
40
Walker Asset Management
Missouri
$649K -$86.9K -5,900 -12%
SFS
41
Sowell Financial Services
Arkansas
$560K -$796K -54,071 -59%
LWM
42
LJI Wealth Management
Indiana
$538K +$6.95K +472 +1%
CIA
43
Capital Investment Advisors
Georgia
$507K +$3.96K +269 +0.8%
GAM
44
Gould Asset Management
California
$475K +$10.4K +705 +2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$468K -$26.4K -1,780 -5%
Comerica Bank
46
Comerica Bank
Texas
$443K -$7.67K -521 -2%
RSS
47
Rosenblum Silverman Sutton
California
$443K +$443K +30,080 New
PMG
48
ProVise Management Group
Florida
$442K +$383 +26 +0.1%
SWP
49
Stratos Wealth Partners
Ohio
$411K -$5.57K -378 -1%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$405K +$36K +2,443 +10%
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