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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

182 hedge funds and large institutions have $211M invested in Invesco Financial Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 24 closing their positions.

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
39
Reduced
67
Closed
24
Calls
$273K
Puts
$6K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.8M
2
OMC
2
Old Mission Capital
Illinois
$1.86M
3
Bank of America
3
Bank of America
North Carolina
$17.4M
4
PAG
4
Private Advisor Group
New Jersey
$11.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.08M

Top Sellers

1
CFO
1
Custos Family Office
Texas
$0
2
Truist Financial
2
Truist Financial
North Carolina
$835K
3
EW
3
Evoke Wealth
California
$729K
4
Jane Street
4
Jane Street
New York
$2.45M
5
BAAM
5
Baker Avenue Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
51
Lido Advisors
California
$505K +$96.7K +6,629 +24%
Comerica Bank
52
Comerica Bank
Texas
$466K +$124K +8,508 +36%
GAM
53
Gould Asset Management
California
$449K -$8.46K -580 -2%
ASN
54
Advisory Services Network
Georgia
$441K -$54.2K -3,716 -11%
AP
55
Appleton Partners
Massachusetts
$431K -$35.4K -2,430 -8%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$422K -$439K -30,138 -51%
SWP
57
Stratos Wealth Partners
Ohio
$417K +$30.2K +2,069 +8%
AFC
58
AFT Forsyth & Company
Florida
$401K – – –
Brown Advisory
59
Brown Advisory
Maryland
$370K – – –
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$364K -$49.5K -3,346 -12%
TAM
61
Titleist Asset Management
Texas
$338K +$6.23K +427 +2%
AAS
62
Avantax Advisory Services
Texas
$337K -$26.2K -1,800 -7%
FCA
63
FinTrust Capital Advisors
South Carolina
$336K -$33.1K -2,271 -9%
MWM
64
MGB Wealth Management
Texas
$319K +$319K +21,849 New
DP
65
Dearborn Partners
Illinois
$312K +$51K +3,500 +20%
BW
66
Bison Wealth
Georgia
$306K – – –
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$301K -$30.6K -2,101 -9%
OC
68
Oppenheimer & Co
New York
$296K +$90.6K +6,215 +44%
JPLA
69
Joseph P. Lucia & Associates
New York
$294K – – –
IFWM
70
Institute for Wealth Management
Colorado
$286K -$4.37K -300 -2%
WS
71
Wedbush Securities
California
$285K -$42.5K -2,908 -13%
FSA
72
Fort Sheridan Advisors
Illinois
$284K – – –
HAG
73
HF Advisory Group
Maryland
$281K -$1.84K -126 -0.7%
FGAM
74
Financial Gravity Asset Management
Texas
$272K +$105 +8 +0%
DF
75
Dunhill Financial
United Kingdom
$272K -$608K -41,674 -69%
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