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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

215 hedge funds and large institutions have $330M invested in Invesco Financial Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 18 closing their positions.

Holders
215
Holders Change
–
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
61
Reduced
78
Closed
18
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$128K

Top Buyers

1
CFO
1
Custos Family Office
Texas
$5.3M
2
Ameriprise
2
Ameriprise
Minnesota
$3.81M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.66M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.49M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.67M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
Bank of America
2
Bank of America
North Carolina
$33.8M
3
AWS
3
AJ Wealth Strategies
New York
$6M
4
LPL Financial
4
LPL Financial
California
$20.2M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$6K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
101
Institute for Wealth Management
Colorado
$341K – – –
Fiera Capital (Canada)
102
Fiera Capital (Canada)
Quebec, Canada
$340K – – –
EFS
103
Essex Financial Services
Connecticut
$339K -$20.3K -1,200 -6%
LC
104
Lindbrook Capital
California
$322K -$1.1M -64,880 -77%
CHA
105
Carmichael Hill & Associates
Maryland
$307K – – –
PP
106
Prudential plc
United Kingdom
$306K -$237K -14,000 -44%
EL
107
Essex LLC
Illinois
$296K -$38.9K -2,297 -12%
OIA
108
OneDigital Investment Advisors
Kansas
$290K -$8.74K -516 -3%
IWA
109
IBEX Wealth Advisors
New Jersey
$290K +$862 +51 +0.3%
VBCG
110
Valley Brook Capital Group
Pennsylvania
$269K +$36.3K +2,150 +16%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$266K +$189K +11,180 +246%
MCM
112
McRae Capital Management
New Jersey
$266K +$266K +15,701 New
CCM
113
Covington Capital Management
California
$246K – – –
AFM
114
Abbot Financial Management
Massachusetts
$244K – – –
OPS
115
Orion Portfolio Solutions
Nebraska
$244K +$34.9K +2,062 +17%
CG
116
Colony Group
Massachusetts
$242K -$13.3K -786 -5%
JWCA
117
J.W. Cole Advisors
Florida
$237K -$26.3K -1,557 -10%
TSS
118
Two Sigma Securities
New York
$235K -$45.9K -2,710 -16%
RIA
119
Regal Investment Advisors
Michigan
$231K +$231K +13,628 New
CFA
120
Cahill Financial Advisors
Minnesota
$230K -$20.1K -1,188 -8%
OC
121
Oppenheimer & Co
New York
$227K -$15.4K -909 -6%
BB
122
Busey Bank
Illinois
$221K -$17 -1 -0%
AAP
123
Arax Advisory Partners
Colorado
$218K -$83K -4,908 -28%
BSA
124
Bull Street Advisors
Georgia
$212K – – –
BRWA
125
B. Riley Wealth Advisors
Florida
$211K +$2.97K +175 +1%
3 4
5
6 7