PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

186 hedge funds and large institutions have $223M invested in Invesco Financial Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 44 closing their positions.

Holders
186
Holders Change
-38
Holders Change %
-16.96%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
53
Reduced
61
Closed
44
Calls
$244K
Puts
$364K
Net Calls
-$120K
Net Calls Change
-$316K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$14.1M
2
Wells Fargo
2
Wells Fargo
California
$12.6M
3
PAG
3
Private Advisor Group
New Jersey
$9.45M
4
CFO
4
Custos Family Office
Texas
$8.05M
5
BAAM
5
Baker Avenue Asset Management
California
$1.74M

Top Sellers

1
Jane Street
1
Jane Street
New York
$777K
2
Bank of America
2
Bank of America
North Carolina
$12.6M
3
JAM
3
Jacobs Asset Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$463K
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$346K 23,821 -1,215 -5%
HWM
77
Howard Wealth Management
Connecticut
$344K 23,700 -9,255 -28%
Creative Planning
78
Creative Planning
Kansas
$343K 23,652 +7,812 +49%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$339K 23,353 -1,781 -7%
BCM
80
BlueCrest Capital Management
Jersey
$325K 22,409 +2,257 +11%
OIA
81
OneDigital Investment Advisors
Kansas
$323K 22,231 – –
TAM
82
Titleist Asset Management
Texas
$321K 22,116 +22,116 New
PA
83
Pinnacle Associates
New York
$318K 21,934 -3,296 -13%
DP
84
Dearborn Partners
Illinois
$314K 21,616 – –
HAG
85
HF Advisory Group
Maryland
$295K 20,284 +1,924 +10%
JPLA
86
Joseph P. Lucia & Associates
New York
$293K 20,165 -675 -3%
BW
87
Bison Wealth
Georgia
$292K 21,000 – –
IFWM
88
Institute for Wealth Management
Colorado
$289K 19,900 -250 -1%
HF
89
HRT Financial
New York
$282K 19,471 +19,471 New
Fiera Capital (Canada)
90
Fiera Capital (Canada)
Quebec, Canada
$277K 19,051 -193 -1%
PP
91
Prudential plc
United Kingdom
$263K 18,100 – –
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$256K 17,660 +1,005 +6%
OL
93
Owen LaRue
Kentucky
$253K 16,879 – –
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$243K 16,743 +2,222 +15%
SI
95
Stephens Inc
Arkansas
$240K 16,524 +9 +0.1%
MCM
96
McRae Capital Management
New Jersey
$235K 16,204 – –
EFS
97
Essex Financial Services
Connecticut
$227K 15,653 – –
FHA
98
Flagship Harbor Advisors
Massachusetts
$224K 15,418 -2,460 -14%
NWMG
99
National Wealth Management Group
Ohio
$223K 16,009 -637 -4%
TSWM
100
Triangle Securities Wealth Management
North Carolina
$212K 14,594 – –
2 3
4
5 6