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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

172 hedge funds and large institutions have $177M invested in Invesco Financial Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
52
Reduced
51
Closed
19
Calls
$150K
Puts
$192K
Net Calls
-$42K
Net Calls Change
-$194K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.3M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$2.13M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.13M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.2M
5
UBS Group
5
UBS Group
Switzerland
$9.25M

Top Sellers

1
RH
1
RFG Holdings
Texas
$1.49M
2
CL
2
CIM LLC
New York
$3.64M
3
Ameriprise
3
Ameriprise
Minnesota
$1.24M
4
Asset Management One
4
Asset Management One
Japan
$0
5
PAG
5
Private Advisor Group
New Jersey
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
76
Rehmann Capital Advisory Group
Michigan
$236K +$72K +4,948 +44%
MCM
77
McRae Capital Management
New Jersey
$236K – – –
AFM
78
Abbot Financial Management
Massachusetts
$229K +$233 +16 +0.1%
KPWS
79
Kestra Private Wealth Services
Texas
$227K – – –
SFS
80
Symphony Financial Services
Ohio
$225K +$4.82K +331 +2%
AAS
81
Avantax Advisory Services
Texas
$213K -$55.7K -3,828 -21%
IA
82
Integrity Alliance
Iowa
$203K +$203K +13,950 New
M&T Bank
83
M&T Bank
New York
$202K +$202K +13,906 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$202K +$5.81K +399 +3%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$200K +$1.72K +118 +0.9%
MOS
86
MGO One Seven
Ohio
$194K +$10.2K +702 +6%
IAA
87
Independent Advisor Alliance
North Carolina
$193K +$193K +13,287 New
NPFS
88
Novak & Powell Financial Services
Florida
$193K +$1.09K +75 +0.6%
AP
89
Appleton Partners
Massachusetts
$187K -$96.9K -6,674 -34%
Wolverine Trading
90
Wolverine Trading
Illinois
$187K +$187K +12,856 New
AWA
91
Arkadios Wealth Advisors
Georgia
$186K -$24.8K -1,705 -12%
Mariner
92
Mariner
Kansas
$183K -$21.8K -1,497 -11%
VBCG
93
Valley Brook Capital Group
Pennsylvania
$183K – – –
ACM
94
Advisors Capital Management
New Jersey
$183K +$2.77K +190 +2%
SI
95
Stephens Inc
Arkansas
$176K +$1.6K +110 +0.9%
TSWM
96
Triangle Securities Wealth Management
North Carolina
$175K -$20.7K -1,425 -11%
RT
97
Rockland Trust
Massachusetts
$170K – – –
1WM
98
1900 Wealth Management
Texas
$167K – – –
MCA
99
MSH Capital Advisors
Arizona
$158K -$11.9K -820 -7%
EFS
100
Essex Financial Services
Connecticut
$149K +$149K +10,263 New
2 3
4
5 6