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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $208M invested in Invesco Financial Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.27M
2
Bank of America
2
Bank of America
North Carolina
$15.4M
3
Ameriprise
3
Ameriprise
Minnesota
$4.08M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$832K
5
CFO
5
Custos Family Office
Texas
$8.84M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$0
2
BFS
2
Bard Financial Services
Connecticut
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$175K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
FCA
5
FinTrust Capital Advisors
South Carolina
$356K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
76
Wedbush Securities
California
$315K -$34.1K -2,426 -10%
OIA
77
OneDigital Investment Advisors
Kansas
$313K – – –
BW
78
Bison Wealth
Georgia
$295K – – –
JPLA
79
Joseph P. Lucia & Associates
New York
$284K – – –
Creative Planning
80
Creative Planning
Kansas
$281K +$1.77K +126 +0.6%
IFWM
81
Institute for Wealth Management
Colorado
$280K – – –
FSA
82
Fort Sheridan Advisors
Illinois
$274K – – –
WI
83
Wintrust Investments
Illinois
$273K – – –
HAG
84
HF Advisory Group
Maryland
$272K -$29.6K -2,108 -10%
FGAM
85
Financial Gravity Asset Management
Texas
$272K +$272K +20,624 +147,314%
Fiera Capital (Canada)
86
Fiera Capital (Canada)
Quebec, Canada
$258K -$9.94K -707 -4%
PP
87
Prudential plc
United Kingdom
$254K – – –
Cerity Partners
88
Cerity Partners
New York
$254K -$116K -8,250 -31%
DP
89
Dearborn Partners
Illinois
$252K -$51.8K -3,684 -17%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$247K -$46.4K -3,298 -16%
SI
91
Stephens Inc
Arkansas
$235K -$59.1K -4,204 -20%
MCM
92
McRae Capital Management
New Jersey
$228K – – –
OL
93
Owen LaRue
Kentucky
$225K +$830 +59 +0.4%
FHA
94
Flagship Harbor Advisors
Massachusetts
$223K +$5.95K +423 +3%
AWA
95
Arkadios Wealth Advisors
Georgia
$214K +$4.51K +321 +2%
TSWM
96
Triangle Securities Wealth Management
North Carolina
$205K – – –
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$201K +$12.3K +875 +7%
EFS
98
Essex Financial Services
Connecticut
$201K -$19.5K -1,389 -9%
PA
99
Pinnacle Associates
New York
$199K -$45.9K -3,265 -19%
OC
100
Oppenheimer & Co
New York
$198K +$3K +213 +2%
2 3
4
5 6