PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

172 hedge funds and large institutions have $197M invested in Invesco Financial Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
59
Reduced
49
Closed
20
Calls
$235K
Puts
$83K
Net Calls
+$152K
Net Calls Change
-$58K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.7M
2
EW
2
Evoke Wealth
California
$4.6M
3
UBS Group
3
UBS Group
Switzerland
$8.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.78M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$8.4M
2
Jane Street
2
Jane Street
New York
$508K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.39M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$264K – – –
LEFP
77
Leading Edge Financial Planning
Tennessee
$263K -$6.41K -409 -2%
MCM
78
McRae Capital Management
New Jersey
$254K – – –
AFM
79
Abbot Financial Management
Massachusetts
$247K +$30K +1,915 +14%
KPWS
80
Kestra Private Wealth Services
Texas
$244K +$8.77K +560 +4%
RPCA
81
Running Point Capital Advisors
California
$243K -$15K -959 -6%
SFS
82
Symphony Financial Services
Ohio
$237K +$2.55K +163 +1%
AWA
83
Arkadios Wealth Advisors
Georgia
$227K +$27K +1,724 +13%
Mariner
84
Mariner
Kansas
$221K +$689 +44 +0.3%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$213K -$5.12K -327 -2%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$211K +$24.3K +1,551 +13%
TSWM
87
Triangle Securities Wealth Management
North Carolina
$211K -$17.8K -1,138 -8%
KF
88
Krilogy Financial
Missouri
$206K +$206K +13,158 New
NPFS
89
Novak & Powell Financial Services
Florida
$206K -$3.51K -224 -2%
PPWP
90
Premier Path Wealth Partners
New Jersey
$203K -$18.1K -1,158 -8%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$203K +$99.7K +6,301 +97%
WFC
92
Western Financial Corp
California
$200K +$18.6K +1,187 +10%
MOS
93
MGO One Seven
Ohio
$198K +$2.18K +139 +1%
VBCG
94
Valley Brook Capital Group
Pennsylvania
$197K – – –
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$197K -$2.31K -147 -1%
ACM
96
Advisors Capital Management
New Jersey
$194K +$2.79K +178 +1%
SI
97
Stephens Inc
Arkansas
$188K +$1.61K +103 +0.9%
KWM
98
Kingsview Wealth Management
Oregon
$186K – – –
RT
99
Rockland Trust
Massachusetts
$183K – – –
MCA
100
MSH Capital Advisors
Arizona
$183K +$4.87K +311 +3%
2 3
4
5 6