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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

215 hedge funds and large institutions have $330M invested in Invesco Financial Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 18 closing their positions.

Holders
215
Holders Change
–
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
61
Reduced
78
Closed
18
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$128K

Top Buyers

1
CFO
1
Custos Family Office
Texas
$5.3M
2
Ameriprise
2
Ameriprise
Minnesota
$3.81M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.66M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.49M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.67M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
Bank of America
2
Bank of America
North Carolina
$33.8M
3
AWS
3
AJ Wealth Strategies
New York
$6M
4
LPL Financial
4
LPL Financial
California
$20.2M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$6K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$998K +$25.4K +1,500 +3%
RPCA
52
Running Point Capital Advisors
California
$977K +$140K +8,255 +17%
Creative Planning
53
Creative Planning
Kansas
$929K +$636K +37,537 +217%
NA
54
NewEdge Advisors
Louisiana
$900K +$137K +8,103 +18%
SPC
55
Sigma Planning Corp
Michigan
$885K -$44K -2,602 -5%
SI
56
Stephens Inc
Arkansas
$832K -$442K -26,111 -35%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$807K +$49.9K +2,948 +7%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$803K +$289K +17,094 +56%
SWP
59
Stratos Wealth Partners
Ohio
$752K +$13.3K +784 +2%
ACP
60
Ashfield Capital Partners
California
$741K +$33.9K +2,000 +5%
CIA
61
Capital Investment Advisors
Georgia
$713K +$51 +3 +0%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$707K +$457 +27 +0.1%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$691K +$101K +5,967 +17%
PCM
64
Pennsylvania Capital Management
Pennsylvania
$652K +$652K +38,512 New
FHA
65
Flagship Harbor Advisors
Massachusetts
$633K -$608K -35,949 -49%
BMC
66
Benin Management Corp
Connecticut
$626K – – –
FSA
67
Fort Sheridan Advisors
Illinois
$623K – – –
HWM
68
Howard Wealth Management
Connecticut
$615K +$23.1K +1,365 +4%
NWMG
69
National Wealth Management Group
Ohio
$599K -$34.3K -2,030 -5%
CRI
70
Colonial River Investments
Virginia
$585K -$401K -23,721 -41%
GAM
71
Gould Asset Management
California
$573K +$8.12K +480 +1%
PA
72
Pinnacle Associates
New York
$565K -$11.9K -702 -2%
GIA
73
Gladstone Institutional Advisory
Florida
$558K +$558K +32,960 New
EWM
74
Endurance Wealth Management
Rhode Island
$554K +$107K +6,295 +24%
CW
75
CreativeOne Wealth
Kansas
$536K -$54K -3,196 -9%
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