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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

173 hedge funds and large institutions have $185M invested in Invesco Financial Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-9
Holders Change %
-4.95%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
38
Reduced
67
Closed
17
Calls
$405K
Puts
$55K
Net Calls
+$350K
Net Calls Change
+$83K

Top Buyers

1
RH
RFG Holdings
Texas
$13.2M
2
EW
Evoke Wealth
California
$4.17M
3
LPL Financial
LPL Financial
California
$18.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$896K
5
Wells Fargo
Wells Fargo
California
$11.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.6M
2
Bank of America
Bank of America
North Carolina
$11.4M
3
OMC
Old Mission Capital
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.27M
5
PAG
Private Advisor Group
New Jersey
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
76
FinTrust Capital Advisors
South Carolina
$260K -$91.1K -5,976 -26%
HAG
77
HF Advisory Group
Maryland
$258K -$35.4K -2,326 -12%
AWM
78
Avior Wealth Management
Nebraska
$254K +$243K +15,930 +2,150%
MCM
79
McRae Capital Management
New Jersey
$247K – – –
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$245K -$14.2K -930 -5%
WI
81
Wintrust Investments
Illinois
$230K – – –
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$225K +$15.5K +1,052 +7%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$225K +$27.9K +1,828 +14%
TSWM
84
Triangle Securities Wealth Management
North Carolina
$222K – – –
PPWP
85
Premier Path Wealth Partners
New Jersey
$215K – – –
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$214K +$8.84K +580 +4%
AFM
87
Abbot Financial Management
Massachusetts
$210K +$210K +13,812 New
EFS
88
Essex Financial Services
Connecticut
$209K -$4.02K -264 -2%
NPFS
89
Novak & Powell Financial Services
Florida
$204K -$37.5K -2,459 -16%
VBCG
90
Valley Brook Capital Group
Pennsylvania
$192K – – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$190K +$10.6K +698 +6%
AWA
92
Arkadios Wealth Advisors
Georgia
$186K – – –
ACM
93
Advisors Capital Management
New Jersey
$183K -$15K -983 -8%
SI
94
Stephens Inc
Arkansas
$179K +$1.55K +102 +0.9%
RT
95
Rockland Trust
Massachusetts
$178K – – –
1WM
96
1900 Wealth Management
Texas
$174K – – –
GBA
97
Garrison Bradford & Associates
New York
$168K – – –
MCA
98
MSH Capital Advisors
Arizona
$166K +$166K +10,875 New
CCAL
99
City Center Advisors LLC
Michigan
$162K +$162K +10,633 New
PI
100
PFG Investments
New York
$160K +$160K +10,475 New
2 3
4
5 6