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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

172 hedge funds and large institutions have $177M invested in Invesco Financial Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
52
Reduced
51
Closed
19
Calls
$150K
Puts
$192K
Net Calls
-$42K
Net Calls Change
-$194K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.3M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$2.13M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.13M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.2M
5
UBS Group
5
UBS Group
Switzerland
$9.25M

Top Sellers

1
RH
1
RFG Holdings
Texas
$1.49M
2
CL
2
CIM LLC
New York
$3.64M
3
Ameriprise
3
Ameriprise
Minnesota
$1.24M
4
Asset Management One
4
Asset Management One
Japan
$0
5
PAG
5
Private Advisor Group
New Jersey
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$438K +$20.2K +1,391 +5%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$405K -$247K -16,969 -38%
MWM
53
MGB Wealth Management
Texas
$405K +$79.5K +5,462 +24%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$403K +$220K +15,133 +120%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$387K +$201K +13,792 +108%
CG
56
Caprock Group
Idaho
$381K -$1.46K -100 -0.4%
PMG
57
ProVise Management Group
Florida
$379K -$43.5K -2,991 -10%
CFG
58
Citizens Financial Group
Rhode Island
$335K -$19.7K -1,353 -6%
MCM
59
MAI Capital Management
Ohio
$335K +$335K +23,048 New
OC
60
Oppenheimer & Co
New York
$330K +$10.6K +728 +3%
WS
61
Wedbush Securities
California
$327K -$62.3K -4,281 -16%
Brown Advisory
62
Brown Advisory
Maryland
$318K -$14.6K -1,000 -4%
WFC
63
Western Financial Corp
California
$317K +$131K +9,030 +71%
FA
64
Fiduciary Alliance
South Carolina
$308K – – –
GC
65
Guggenheim Capital
Illinois
$300K -$11.1K -762 -4%
EL
66
Essex LLC
Illinois
$294K – – –
IFWM
67
Institute for Wealth Management
Colorado
$281K – – –
HAG
68
HF Advisory Group
Maryland
$279K +$6.21K +427 +2%
JPLA
69
Joseph P. Lucia & Associates
New York
$274K -$5.17K -355 -2%
SA
70
SFI Advisors
New Jersey
$269K +$269K +18,514 New
TSS
71
Two Sigma Securities
New York
$268K +$268K +18,426 New
DP
72
Dearborn Partners
Illinois
$267K -$946 -65 -0.4%
FSA
73
Fort Sheridan Advisors
Illinois
$262K -$58.2K -4,000 -18%
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
$251K – – –
LEFP
75
Leading Edge Financial Planning
Tennessee
$244K – – –
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3
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