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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

215 hedge funds and large institutions have $330M invested in Invesco Financial Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 18 closing their positions.

Holders
215
Holders Change
–
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
61
Reduced
78
Closed
18
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$128K

Top Buyers

1
CFO
1
Custos Family Office
Texas
$5.3M
2
Ameriprise
2
Ameriprise
Minnesota
$3.81M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.66M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.49M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.67M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
Bank of America
2
Bank of America
North Carolina
$33.8M
3
AWS
3
AJ Wealth Strategies
New York
$6M
4
LPL Financial
4
LPL Financial
California
$20.2M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$6K
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
76
ProVise Management Group
Florida
$519K -$22K -1,300 -4%
Brown Advisory
77
Brown Advisory
Maryland
$516K +$516K +30,522 New
PAG
78
Private Advisor Group
New Jersey
$515K +$131K +7,760 +34%
AFC
79
AFT Forsyth & Company
Florida
$512K -$17 -1 -0%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$511K +$46.3K +2,739 +10%
AWS
81
Atria Wealth Solutions
New York
$499K +$499K +29,521 New
GWM
82
Greenwich Wealth Management
Connecticut
$489K -$99.4K -5,879 -17%
IRC
83
Investors Research Corp
Georgia
$466K +$466K +27,550 New
ASN
84
Advisory Services Network
Georgia
$465K -$192K -11,327 -29%
BMA
85
Brooks Moore & Associates
Tennessee
$462K -$20.3K -1,200 -4%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$455K +$897 +53 +0.2%
WS
87
Wedbush Securities
California
$446K -$1.44K -85 -0.3%
KFC
88
Klingenstein Fields & Co
New York
$445K – – –
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$439K +$39.6K +2,341 +10%
DP
90
Dearborn Partners
Illinois
$424K +$26.4K +1,560 +7%
BW
91
Bison Wealth
Georgia
$418K +$22.2K +1,310 +6%
BAAM
92
Baker Avenue Asset Management
California
$411K -$27K -1,600 -6%
JPLA
93
Joseph P. Lucia & Associates
New York
$398K -$12.7K -750 -3%
TC
94
Titleist Capital
Texas
$387K +$41.4K +2,449 +12%
Jane Street
95
Jane Street
New York
$379K +$379K +22,385 New
IA
96
IFP Advisors
Florida
$356K -$479K -26,048 -57%
GBA
97
Garrison Bradford & Associates
New York
$355K – – –
SSCA
98
South Shore Capital Advisors
Massachusetts
$353K +$152 +9 +0%
HCM
99
Hollencrest Capital Management
California
$349K – – –
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$346K -$7.96K -472 -2%
2 3
4
5 6