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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

205 hedge funds and large institutions have $267M invested in Invesco Financial Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
50
Reduced
71
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$2.93M
2
PAG
2
Private Advisor Group
New Jersey
$4.13M
3
SFS
3
Sowell Financial Services
Arkansas
$1.36M
4
WA
4
Waverly Advisors
Alabama
$1.25M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.59M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$72K
2
Morgan Stanley
2
Morgan Stanley
New York
$39.9M
3
Bank of America
3
Bank of America
North Carolina
$27.5M
4
HIP
4
HUB Investment Partners
Texas
$0
5
RJA
5
Raymond James & Associates
Florida
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMB
51
Field & Main Bank
Kentucky
$862K -$4.51K -300 -0.5%
VFM
52
Valley Financial Management
New York
$762K +$762K +50,637 New
BAAM
53
Baker Avenue Asset Management
California
$739K +$373K +24,810 +102%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$663K +$35K +2,325 +6%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$658K +$661 +44 +0.1%
CIA
56
Capital Investment Advisors
Georgia
$644K +$17.7K +1,177 +3%
SPC
57
Sigma Planning Corp
Michigan
$593K -$201K -13,382 -25%
ACP
58
Ashfield Capital Partners
California
$591K -$37.6K -2,500 -6%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$575K -$7.13K -474 -1%
PTC
60
Private Trust Company
Ohio
$568K +$15K +1,000 +3%
TPW
61
Transatlantique Private Wealth
New York
$559K +$207K +13,739 +59%
BMC
62
Benin Management Corp
Connecticut
$556K – – –
PCM
63
Pennsylvania Capital Management
Pennsylvania
$554K – – –
FSA
64
Fort Sheridan Advisors
Illinois
$553K – – –
HWM
65
Howard Wealth Management
Connecticut
$531K +$531K +35,340 New
GAM
66
Gould Asset Management
California
$527K -$3.01K -200 -0.6%
EWM
67
Endurance Wealth Management
Rhode Island
$492K – – –
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$485K +$485K +32,222 New
WS
69
Wedbush Securities
California
$470K -$3.04K -202 -0.6%
SWP
70
Stratos Wealth Partners
Ohio
$468K -$197K -13,123 -30%
NA
71
NewEdge Advisors
Louisiana
$466K -$327K -21,751 -41%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$466K +$466K +30,976 New
AFC
73
AFT Forsyth & Company
Florida
$456K +$632 +42 +0.1%
BFS
74
Bard Financial Services
Connecticut
$456K +$456K +30,325 New
DP
75
Dearborn Partners
Illinois
$442K +$93.4K +6,205 +27%
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