PGF icon

Invesco Financial Preferred ETF

224 hedge funds and large institutions have $250M invested in Invesco Financial Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
51
Reduced
81
Closed
15
Calls
$220K
Puts
$24K
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
OL
101
Owen LaRue
Kentucky
$253K +$253K +16,879 New
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$240K -$206K -14,321 -46%
NWMG
103
National Wealth Management Group
Ohio
$240K -$3.56K -247 -1%
SI
104
Stephens Inc
Arkansas
$238K -$17.3K -1,200 -7%
MCM
105
McRae Capital Management
New Jersey
$233K +$1.12K +78 +0.5%
Creative Planning
106
Creative Planning
Kansas
$228K -$115K -7,991 -34%
EFS
107
Essex Financial Services
Connecticut
$225K -$34.1K -2,375 -13%
NA
108
NewEdge Advisors
Louisiana
$220K +$61.1K +11,912 +38%
TSWM
109
Triangle Securities Wealth Management
North Carolina
$210K +$210K +14,594 New
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$209K -$47.6K -3,298 -19%
OC
111
Oppenheimer & Co
New York
$208K +$7.32K +508 +4%
IWA
112
IBEX Wealth Advisors
New Jersey
$206K -$21.6K -1,495 -9%
VBCG
113
Valley Brook Capital Group
Pennsylvania
$201K +$5.04K +350 +3%
RIA
114
Regal Investment Advisors
Michigan
$195K -$4.59K -319 -2%
PIA
115
Panoramic Investment Advisors
Colorado
$195K +$195K +13,518 New
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$192K -$22.7K -1,576 -11%
EL
117
Essex LLC
Illinois
$187K -$59.4K -4,128 -24%
CHA
118
Carmichael Hill & Associates
Maryland
$186K -$4.9K -340 -3%
KWM
119
Kingsview Wealth Management
Oregon
$178K +$230 +16 +0.1%
AWM
120
AE Wealth Management
Kansas
$178K +$24.4K +1,695 +16%
AWS
121
Atria Wealth Solutions
New York
$177K -$161K -11,177 -48%
SIA
122
Soltis Investment Advisors
Utah
$177K
SAM
123
Synergy Asset Management
Washington
$176K +$176K +12,200 New
SIMG
124
Sonora Investment Management Group
Arizona
$172K +$172K +11,945 New
BRWA
125
B. Riley Wealth Advisors
Florida
$169K +$6.19K +430 +4%