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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

172 hedge funds and large institutions have $177M invested in Invesco Financial Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
52
Reduced
51
Closed
19
Calls
$150K
Puts
$192K
Net Calls
-$42K
Net Calls Change
-$194K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.3M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$2.13M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.13M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.2M
5
UBS Group
5
UBS Group
Switzerland
$9.25M

Top Sellers

1
RH
1
RFG Holdings
Texas
$1.49M
2
CL
2
CIM LLC
New York
$3.64M
3
Ameriprise
3
Ameriprise
Minnesota
$1.24M
4
Asset Management One
4
Asset Management One
Japan
$0
5
PAG
5
Private Advisor Group
New Jersey
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.24M -$1.89M -129,728 -60%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.2M -$452K -31,080 -27%
Jane Street
28
Jane Street
New York
$1.17M +$694K +47,699 +147%
MFG
29
Magnus Financial Group
New York
$1.16M +$17.6K +1,213 +2%
Citadel Advisors
30
Citadel Advisors
Florida
$1.16M +$213K +14,663 +23%
DADC
31
D.A. Davidson & Co
Montana
$1.06M +$18K +1,237 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.05M -$36K -2,475 -3%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.01M +$6.61K +454 +0.7%
FIM
34
Freedom Investment Management
Connecticut
$969K -$67.3K -4,623 -6%
AWM
35
Accel Wealth Management
Iowa
$845K -$102K -6,976 -11%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$817K -$209K -14,373 -20%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$813K +$158K +10,833 +24%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$780K +$15.4K +1,059 +2%
IAIM
39
International Assets Investment Management
Florida
$697K +$697K +47,035 New
LWM
40
LJI Wealth Management
Indiana
$631K -$1.03K -71 -0.2%
AC
41
Avory & Company
Florida
$626K -$3K -206 -0.5%
SFS
42
Sowell Financial Services
Arkansas
$606K +$52.6K +3,617 +10%
WAM
43
Walker Asset Management
Missouri
$600K -$26.6K -1,830 -4%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$599K +$336K +23,082 +128%
RSS
45
Rosenblum Silverman Sutton
California
$542K +$99.2K +6,820 +22%
KAS
46
Kestra Advisory Services
Texas
$510K -$661K -45,459 -56%
CIA
47
Capital Investment Advisors
Georgia
$469K +$44 +3 +0%
Comerica Bank
48
Comerica Bank
Texas
$467K +$23.8K +1,634 +5%
Truist Financial
49
Truist Financial
North Carolina
$455K -$215K -14,803 -32%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$442K -$5.11K -351 -1%
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