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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

182 hedge funds and large institutions have $211M invested in Invesco Financial Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
39
Reduced
67
Closed
24
Calls
$273K
Puts
$6K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.8M
2
OMC
2
Old Mission Capital
Illinois
$1.86M
3
Bank of America
3
Bank of America
North Carolina
$17.4M
4
PAG
4
Private Advisor Group
New Jersey
$11.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.08M

Top Sellers

1
CFO
1
Custos Family Office
Texas
$0
2
Truist Financial
2
Truist Financial
North Carolina
$835K
3
EW
3
Evoke Wealth
California
$729K
4
Jane Street
4
Jane Street
New York
$2.45M
5
BAAM
5
Baker Avenue Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCA
76
Running Point Capital Advisors
California
$267K -$578K -39,676 -68%
NA
77
NewEdge Advisors
Louisiana
$267K -$237K -16,283 -47%
PP
78
Prudential plc
United Kingdom
$264K – – –
LEFP
79
Leading Edge Financial Planning
Tennessee
$262K -$108K -7,421 -29%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$253K -$185K -12,699 -42%
Fiera Capital (Canada)
81
Fiera Capital (Canada)
Quebec, Canada
$252K -$15.6K -1,069 -6%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$248K -$156K -10,677 -39%
HF
83
HRT Financial
New York
$244K +$244K +16,772 New
MCM
84
McRae Capital Management
New Jersey
$236K – – –
KF
85
Krilogy Financial
Missouri
$233K +$233K +16,006 New
NPFS
86
Novak & Powell Financial Services
Florida
$231K +$231K +15,827 New
MI
87
Motiv8 Investments
Florida
$221K +$221K +15,150 New
WI
88
Wintrust Investments
Illinois
$220K -$62.6K -4,300 -22%
TSWM
89
Triangle Securities Wealth Management
North Carolina
$213K – – –
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$208K +$467 +32 +0.2%
PPWP
91
Premier Path Wealth Partners
New Jersey
$206K +$206K +14,125 New
EFS
92
Essex Financial Services
Connecticut
$204K -$4.17K -286 -2%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$196K -$11.8K -808 -6%
ACM
94
Advisors Capital Management
New Jersey
$189K +$20.1K +1,379 +12%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$189K +$7.51K +515 +4%
VBCG
96
Valley Brook Capital Group
Pennsylvania
$184K – – –
KWM
97
Kingsview Wealth Management
Oregon
$184K +$919 +63 +0.5%
TSS
98
Two Sigma Securities
New York
$183K +$183K +12,583 New
AWA
99
Arkadios Wealth Advisors
Georgia
$178K -$44.8K -3,076 -20%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$175K – – –
2 3
4
5 6