Invesco Financial Preferred ETF
PGF
205 hedge funds and large institutions have $267M invested in Invesco Financial Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 28 closing their positions.
0.42% more ownership
Funds ownership: 21.91% → 22.33% (+0.42%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 212 → 205 (-7)
5% less capital invested
Capital invested by funds: $281M → $267M (-$14.4M)
18% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 28
30% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
+$2.04M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.74M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.43M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$1.31M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$4.32M |
| 2 |
Morgan Stanley
New York
|
-$3.55M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.1M |
| 4 |
HIP
HUB Investment Partners
Austin,
Texas
|
-$953K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$859K |
PGF Hedge Fund Activity: Q3 2022 in Review
205 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q3 2022, worth a combined $267M — down 5.1% from $281M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of PGF and 23 opened new positions — a net loss of 5 holders — while 71 trimmed existing stakes and 50 added.
The largest buyer was AJ Wealth Strategies, adding an estimated $2.04M. The largest seller was Gradient Investments, cutting an estimated $4.32M.
- 205 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q3 2022, down from 212 in Q2 2022.
- Funds reported $267M of Invesco Financial Preferred ETF stock for Q3 2022, down 5.1% quarter-over-quarter.
- 23 funds opened new Invesco Financial Preferred ETF positions in Q3 2022 and 28 closed out, a net change of -5 holders.
- The largest Invesco Financial Preferred ETF buyer in Q3 2022 was AJ Wealth Strategies, an estimated $2.04M added.
- The largest Invesco Financial Preferred ETF seller in Q3 2022 was Gradient Investments, an estimated $4.32M sold.
Based on aggregated 13F filings for Q3 2022.