Invesco Financial Preferred ETF
PGF
179 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.
1,400% more call options, than puts
Call options by funds: $225K | Put options by funds: $15K
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
3% more funds holding
Funds holding: 174 → 179 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.59% less ownership
Funds ownership: 19.73% → 19.14% (-0.59%)
2% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 51
7% less capital invested
Capital invested by funds: $185M → $172M (-$12.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RH
RFG Holdings
Argyle,
Texas
|
+$1.17M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$714K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$665K |
| 4 |
RSS
Rosenblum Silverman Sutton
San Francisco,
California
|
+$444K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$413K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
-$4.17M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.97M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$959K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$798K |
PGF Hedge Fund Activity: Q2 2024 in Review
179 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q2 2024, worth a combined $172M — down 6.8% from $185M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PGF positions and 17 closed out — a net gain of 7 holders — while 50 added to existing stakes and 51 trimmed.
The largest buyer was RFG Holdings, adding an estimated $1.17M. The largest seller was Evoke Wealth, exiting entirely with an estimated $4.17M sold.
- 179 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q2 2024, up from 174 in Q1 2024.
- Funds reported $172M of Invesco Financial Preferred ETF stock for Q2 2024, down 6.8% quarter-over-quarter.
- 24 funds opened new Invesco Financial Preferred ETF positions in Q2 2024 and 17 closed out, a net change of +7 holders.
- The largest Invesco Financial Preferred ETF buyer in Q2 2024 was RFG Holdings, an estimated $1.17M added.
- The largest Invesco Financial Preferred ETF seller in Q2 2024 was Evoke Wealth, an estimated $4.17M sold.
Based on aggregated 13F filings for Q2 2024.