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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $208M invested in Invesco Financial Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.27M
2
Bank of America
2
Bank of America
North Carolina
$15.4M
3
Ameriprise
3
Ameriprise
Minnesota
$4.08M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$832K
5
CFO
5
Custos Family Office
Texas
$8.84M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$0
2
BFS
2
Bard Financial Services
Connecticut
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$175K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
FCA
5
FinTrust Capital Advisors
South Carolina
$356K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Pennsylvania Capital Management
Pennsylvania
$541K – – –
PMG
52
ProVise Management Group
Florida
$538K +$7.06K +502 +1%
PTC
53
Private Trust Company
Ohio
$504K – – –
CIA
54
Capital Investment Advisors
Georgia
$502K -$8.24K -586 -2%
NA
55
NewEdge Advisors
Louisiana
$486K -$73.6K -5,237 -13%
ASN
56
Advisory Services Network
Georgia
$478K -$55.4K -3,942 -10%
AP
57
Appleton Partners
Massachusetts
$450K -$110K -7,826 -20%
GAM
58
Gould Asset Management
California
$441K +$42.1K +2,995 +11%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$422K -$55.9K -3,974 -12%
CAG
60
Crestwood Advisors Group
Massachusetts
$402K +$402K +28,585 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$400K +$38.6K +2,700 +11%
Lido Advisors
62
Lido Advisors
California
$393K +$2.45K +174 +0.6%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$390K – – –
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$389K +$389K +27,694 New
AFC
65
AFT Forsyth & Company
Florida
$387K -$36.2K -2,575 -9%
Goldman Sachs
66
Goldman Sachs
New York
$382K +$382K +27,200 New
SWP
67
Stratos Wealth Partners
Ohio
$373K -$26.7K -1,902 -7%
FTUS
68
Flow Traders U.S.
New York
$362K +$362K +25,776 New
LEFP
69
Leading Edge Financial Planning
Tennessee
$357K +$2.76K +196 +0.8%
Brown Advisory
70
Brown Advisory
Maryland
$357K -$98.6K -7,010 -22%
FCA
71
FinTrust Capital Advisors
South Carolina
$356K -$802K -57,042 -69%
AAS
72
Avantax Advisory Services
Texas
$351K +$13.7K +973 +4%
Comerica Bank
73
Comerica Bank
Texas
$330K +$330K +23,456 New
TAM
74
Titleist Asset Management
Texas
$320K +$4.54K +323 +1%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$320K +$71.7K +5,100 +29%
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