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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

172 hedge funds and large institutions have $197M invested in Invesco Financial Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 20 closing their positions.

Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
59
Reduced
49
Closed
20
Calls
$235K
Puts
$83K
Net Calls
+$152K
Net Calls Change
-$58K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.7M
2
EW
2
Evoke Wealth
California
$4.6M
3
UBS Group
3
UBS Group
Switzerland
$8.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.78M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$8.4M
2
Jane Street
2
Jane Street
New York
$508K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.39M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
26
Asset Management One
Japan
$1.22M +$73.7K +4,707 +6%
SA
27
Sanctuary Advisors
Indiana
$1.21M -$184K -12,161 -13%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.17M +$65K +4,149 +6%
RJA
29
Raymond James & Associates
Florida
$1.15M +$122K +7,818 +12%
DADC
30
D.A. Davidson & Co
Montana
$1.12M -$924 -59 -0.1%
FIM
31
Freedom Investment Management
Connecticut
$1.12M -$78.2K -4,992 -7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.1M -$14.5K -923 -1%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.08M +$37.7K +2,409 +4%
AWM
34
Accel Wealth Management
Iowa
$1.02M -$643K -41,057 -39%
Citadel Advisors
35
Citadel Advisors
Florida
$1.02M +$286K +18,290 +39%
IC
36
IEQ Capital
California
$955K +$955K +60,962 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$823K -$67.2K -4,292 -8%
Truist Financial
38
Truist Financial
North Carolina
$722K +$4.04K +258 +0.6%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$709K +$211K +13,300 +42%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$705K +$11.8K +752 +2%
LWM
41
LJI Wealth Management
Indiana
$680K +$108K +6,894 +19%
AC
42
Avory & Company
Florida
$677K -$184K -11,732 -21%
WAM
43
Walker Asset Management
Missouri
$675K -$15.7K -1,000 -2%
SFS
44
Sowell Financial Services
Arkansas
$595K – – –
Jane Street
45
Jane Street
New York
$508K -$1.37M -87,768 -73%
CIA
46
Capital Investment Advisors
Georgia
$505K -$33.6K -2,145 -6%
GAM
47
Gould Asset Management
California
$496K -$8.43K -538 -2%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$481K +$61.9K +3,950 +15%
Comerica Bank
49
Comerica Bank
Texas
$477K +$5.17K +330 +1%
RSS
50
Rosenblum Silverman Sutton
California
$476K +$5.17K +330 +1%
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