Invesco Financial Preferred ETF
PGF
212 hedge funds and large institutions have $281M invested in Invesco Financial Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 85 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.25% less ownership
Funds ownership: 22.15% → 21.91% (-0.25%)
2% less funds holding
Funds holding: 217 → 212 (-5)
15% less capital invested
Capital invested by funds: $331M → $281M (-$49.5M)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
39% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 85
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $359K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$8.72M |
| 2 |
Morgan Stanley
New York
|
+$5.15M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$2.46M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.11M |
| 5 |
Jane Street
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.28M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
-$4.53M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.47M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.19M |
| 5 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$2.88M |
PGF Hedge Fund Activity: Q2 2022 in Review
212 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q2 2022, worth a combined $281M — down 15% from $331M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of PGF and 14 opened new positions — a net loss of 5 holders — while 85 trimmed existing stakes and 52 added.
The largest buyer was Rockefeller Capital Management, adding an estimated $8.72M. The largest seller was Wells Fargo, cutting an estimated $7.28M.
- 212 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q2 2022, down from 217 in Q1 2022.
- Funds reported $281M of Invesco Financial Preferred ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 14 funds opened new Invesco Financial Preferred ETF positions in Q2 2022 and 19 closed out, a net change of -5 holders.
- The largest Invesco Financial Preferred ETF buyer in Q2 2022 was Rockefeller Capital Management, an estimated $8.72M added.
- The largest Invesco Financial Preferred ETF seller in Q2 2022 was Wells Fargo, an estimated $7.28M sold.
Based on aggregated 13F filings for Q2 2022.