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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

211 hedge funds and large institutions have $281M invested in Invesco Financial Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
51
Reduced
85
Closed
18
Calls
–
Puts
$359K
Net Calls
-$359K
Net Calls Change
+$230K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$9.05M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.7M
3
EW
3
Evoke Wealth
California
$7.71M
4
PAG
4
Private Advisor Group
New Jersey
$2.56M
5
Jane Street
5
Jane Street
New York
$1.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$11.4M
2
AWS
2
AJ Wealth Strategies
New York
$1.02M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.67M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$47K
5
IAN
5
Integrated Advisors Network
Texas
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
101
Essex Financial Services
Connecticut
$280K -$31.1K -2,000 -10%
EL
102
Essex LLC
Illinois
$272K – – –
FHA
103
Flagship Harbor Advisors
Massachusetts
$253K -$328K -21,115 -56%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$253K +$9.27K +598 +4%
MCM
105
McRae Capital Management
New Jersey
$247K +$3.28K +211 +1%
MA
106
Mutual Advisors
Nebraska
$246K -$1.38M -88,830 -85%
IWA
107
IBEX Wealth Advisors
New Jersey
$245K -$21.6K -1,390 -8%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$236K -$230K -14,922 -49%
CHA
109
Carmichael Hill & Associates
Maryland
$235K -$47.2K -3,030 -17%
CCM
110
Covington Capital Management
California
$226K – – –
AFM
111
Abbot Financial Management
Massachusetts
$225K – – –
JWCA
112
J.W. Cole Advisors
Florida
$224K +$5.74K +369 +3%
LC
113
Lindbrook Capital
California
$219K -$76.9K -4,950 -26%
Brown Advisory
114
Brown Advisory
Maryland
$214K -$261K -16,758 -55%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$214K +$43.7K +2,820 +26%
RIA
116
Regal Investment Advisors
Michigan
$212K +$140 +9 +0.1%
VBCG
117
Valley Brook Capital Group
Pennsylvania
$211K -$36.5K -2,350 -15%
CFA
118
Cahill Financial Advisors
Minnesota
$211K – – –
OC
119
Oppenheimer & Co
New York
$207K -$946 -61 -0.5%
BB
120
Busey Bank
Illinois
$203K – – –
AAP
121
Arax Advisory Partners
Colorado
$191K -$9.13K -588 -5%
US Bancorp
122
US Bancorp
Minnesota
$189K – – –
RT
123
Rockland Trust
Massachusetts
$182K – – –
SG
124
StoneX Group
New York
$180K +$180K +11,602 New
1WM
125
1900 Wealth Management
Texas
$178K – – –
3 4
5
6 7