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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

186 hedge funds and large institutions have $223M invested in Invesco Financial Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 44 closing their positions.

Holders
186
Holders Change
-38
Holders Change %
-16.96%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
53
Reduced
61
Closed
44
Calls
$244K
Puts
$364K
Net Calls
-$120K
Net Calls Change
-$316K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$14.1M
2
Wells Fargo
2
Wells Fargo
California
$12.6M
3
PAG
3
Private Advisor Group
New Jersey
$9.45M
4
CFO
4
Custos Family Office
Texas
$8.05M
5
BAAM
5
Baker Avenue Asset Management
California
$1.74M

Top Sellers

1
Jane Street
1
Jane Street
New York
$777K
2
Bank of America
2
Bank of America
North Carolina
$12.6M
3
JAM
3
Jacobs Asset Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$463K
Name Market Value Shares Shares
Change 		Shares
Change %
AP
51
Appleton Partners
Massachusetts
$603K 41,511 -53,814 -56%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$586K 40,354 +47 +0.1%
NA
53
NewEdge Advisors
Louisiana
$574K 40,406 -2,480 -6%
CIA
54
Capital Investment Advisors
Georgia
$561K 38,659 -643 -2%
PCM
55
Pennsylvania Capital Management
Pennsylvania
$558K 38,459 – –
VFM
56
Valley Financial Management
New York
$542K 37,345 -17,466 -32%
FSA
57
Fort Sheridan Advisors
Illinois
$534K 36,800 – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$528K 36,331 -2,087 -5%
PTC
59
Private Trust Company
Ohio
$521K 35,873 -3,375 -9%
AWA
60
Arkadios Wealth Advisors
Georgia
$490K 33,713 +5,352 +19%
Cerity Partners
61
Cerity Partners
New York
$471K 32,415 -10,359 -24%
Brown Advisory
62
Brown Advisory
Maryland
$470K 32,370 – –
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$464K 31,989 +74 +0.2%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$463K 31,861 -114,759 -78%
EWM
65
Endurance Wealth Management
Rhode Island
$455K 31,320 -425 -1%
ASN
66
Advisory Services Network
Georgia
$454K 31,238 -1,260 -4%
LEFP
67
Leading Edge Financial Planning
Tennessee
$453K 31,193 +326 +1%
AFC
68
AFT Forsyth & Company
Florida
$441K 30,394 +2,413 +9%
SWP
69
Stratos Wealth Partners
Ohio
$431K 29,693 -708 -2%
GAM
70
Gould Asset Management
California
$428K 29,489 +315 +1%
PMG
71
ProVise Management Group
Florida
$422K 29,060 +350 +1%
Lido Advisors
72
Lido Advisors
California
$404K 27,803 +6,803 +32%
SPC
73
Sigma Planning Corp
Michigan
$372K 25,599 -7,684 -23%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$369K 25,264 – –
WS
75
Wedbush Securities
California
$360K 24,788 -5,942 -19%
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