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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

173 hedge funds and large institutions have $185M invested in Invesco Financial Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-9
Holders Change %
-4.95%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
38
Reduced
67
Closed
17
Calls
$405K
Puts
$55K
Net Calls
+$350K
Net Calls Change
+$83K

Top Buyers

1
RH
RFG Holdings
Texas
$13.2M
2
EW
Evoke Wealth
California
$4.17M
3
LPL Financial
LPL Financial
California
$18.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$896K
5
Wells Fargo
Wells Fargo
California
$11.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.6M
2
Bank of America
Bank of America
North Carolina
$11.4M
3
OMC
Old Mission Capital
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.27M
5
PAG
Private Advisor Group
New Jersey
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
51
ProVise Management Group
Florida
$457K -$126K -8,267 -22%
SWP
52
Stratos Wealth Partners
Ohio
$431K -$5.5K -361 -1%
LEFP
53
Leading Edge Financial Planning
Tennessee
$420K +$146K +9,601 +53%
WS
54
Wedbush Securities
California
$420K +$123K +8,064 +41%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$414K +$98.8K +6,485 +31%
AFC
56
AFT Forsyth & Company
Florida
$383K -$36.9K -2,420 -9%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$382K -$59.8K -3,922 -14%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$381K -$600K -39,363 -61%
TAM
59
Titleist Asset Management
Texas
$359K +$5.18K +340 +1%
AP
60
Appleton Partners
Massachusetts
$355K -$95.3K -6,252 -21%
Brown Advisory
61
Brown Advisory
Maryland
$348K -$38.1K -2,500 -10%
AAS
62
Avantax Advisory Services
Texas
$342K -$10.3K -679 -3%
DP
63
Dearborn Partners
Illinois
$337K +$10.1K +660 +3%
MWM
64
MGB Wealth Management
Texas
$333K – – –
BW
65
Bison Wealth
Georgia
$320K – – –
OC
66
Oppenheimer & Co
New York
$315K +$5.33K +350 +2%
JPLA
67
Joseph P. Lucia & Associates
New York
$307K – – –
IFWM
68
Institute for Wealth Management
Colorado
$299K – – –
FSA
69
Fort Sheridan Advisors
Illinois
$297K – – –
NA
70
NewEdge Advisors
Louisiana
$279K – – –
PP
71
Prudential plc
United Kingdom
$276K – – –
RPCA
72
Running Point Capital Advisors
California
$274K -$5.04K -331 -2%
ASN
73
Advisory Services Network
Georgia
$273K -$188K -12,334 -41%
DF
74
Dunhill Financial
United Kingdom
$264K -$20.5K -1,346 -7%
Fiera Capital (Canada)
75
Fiera Capital (Canada)
Quebec, Canada
$263K – – –
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3
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