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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

211 hedge funds and large institutions have $281M invested in Invesco Financial Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
51
Reduced
85
Closed
18
Calls
–
Puts
$359K
Net Calls
-$359K
Net Calls Change
+$230K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$9.05M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.7M
3
EW
3
Evoke Wealth
California
$7.71M
4
PAG
4
Private Advisor Group
New Jersey
$2.56M
5
Jane Street
5
Jane Street
New York
$1.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$11.4M
2
AWS
2
AJ Wealth Strategies
New York
$1.02M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.67M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$47K
5
IAN
5
Integrated Advisors Network
Texas
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
51
Investors Research Corp
Georgia
$776K +$348K +22,382 +81%
SWP
52
Stratos Wealth Partners
Ohio
$688K -$2.74K -176 -0.4%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$680K -$61.4K -3,946 -8%
AC
54
Avory & Company
Florida
$669K +$669K +43,042 New
ACP
55
Ashfield Capital Partners
California
$649K -$31.1K -2,000 -5%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$649K +$466 +30 +0.1%
CIA
57
Capital Investment Advisors
Georgia
$647K -$7.91K -509 -1%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$602K -$33.3K -2,143 -5%
AWM
59
AE Wealth Management
Kansas
$590K +$417K +26,842 +241%
Creative Planning
60
Creative Planning
Kansas
$584K -$268K -17,264 -31%
BMC
61
Benin Management Corp
Connecticut
$575K – – –
PCM
62
Pennsylvania Capital Management
Pennsylvania
$572K -$26.3K -1,692 -4%
FSA
63
Fort Sheridan Advisors
Illinois
$572K – – –
PTC
64
Private Trust Company
Ohio
$571K +$571K +36,747 New
GAM
65
Gould Asset Management
California
$548K +$21.8K +1,400 +4%
GIA
66
Gladstone Institutional Advisory
Florida
$523K +$10.6K +683 +2%
EWM
67
Endurance Wealth Management
Rhode Island
$509K – – –
ASN
68
Advisory Services Network
Georgia
$490K +$62.4K +4,011 +15%
WS
69
Wedbush Securities
California
$488K +$78.3K +5,045 +19%
CW
70
CreativeOne Wealth
Kansas
$481K -$11.3K -730 -2%
AFC
71
AFT Forsyth & Company
Florida
$471K +$482 +31 +0.1%
PA
72
Pinnacle Associates
New York
$465K -$54.6K -3,512 -11%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$450K +$46.7K +3,004 +12%
TSS
74
Two Sigma Securities
New York
$436K +$220K +14,156 +102%
PMG
75
ProVise Management Group
Florida
$432K -$44.3K -2,850 -9%
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