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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

186 hedge funds and large institutions have $223M invested in Invesco Financial Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 44 closing their positions.

Holders
186
Holders Change
-38
Holders Change %
-16.96%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
53
Reduced
61
Closed
44
Calls
$244K
Puts
$364K
Net Calls
-$120K
Net Calls Change
-$316K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$14.1M
2
Wells Fargo
2
Wells Fargo
California
$12.6M
3
PAG
3
Private Advisor Group
New Jersey
$9.45M
4
CFO
4
Custos Family Office
Texas
$8.05M
5
BAAM
5
Baker Avenue Asset Management
California
$1.74M

Top Sellers

1
Jane Street
1
Jane Street
New York
$777K
2
Bank of America
2
Bank of America
North Carolina
$12.6M
3
JAM
3
Jacobs Asset Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$463K
Name Market Value Shares Shares
Change 		Shares
Change %
OC
101
Oppenheimer & Co
New York
$199K 13,680 -783 -5%
CHA
102
Carmichael Hill & Associates
Maryland
$187K 12,901 – –
VBCG
103
Valley Brook Capital Group
Pennsylvania
$187K 12,900 -1,050 -8%
EL
104
Essex LLC
Illinois
$187K 12,956 – –
KWM
105
Kingsview Wealth Management
Oregon
$180K 12,428 +45 +0.4%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$180K 12,395 -926 -7%
WI
107
Wintrust Investments
Illinois
$180K 12,412 +12,412 New
SIA
108
Soltis Investment Advisors
Utah
$178K 12,261 – –
SIMG
109
Sonora Investment Management Group
Arizona
$173K 11,945 – –
RT
110
Rockland Trust
Massachusetts
$170K 11,695 – –
AWM
111
AE Wealth Management
Kansas
$166K 11,442 -926 -7%
1WM
112
1900 Wealth Management
Texas
$165K 11,450 – –
ACM
113
Advisors Capital Management
New Jersey
$164K 11,264 +158 +1%
GBA
114
Garrison Bradford & Associates
New York
$160K 11,000 – –
KF
115
Krilogy Financial
Missouri
$157K 10,839 +63 +0.6%
JWCA
116
J.W. Cole Advisors
Florida
$157K 10,818 +57 +0.5%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$149K 10,282 +1,235 +14%
US Bancorp
118
US Bancorp
Minnesota
$139K 9,554 – –
AIM
119
Anchor Investment Management
South Carolina
$119K 8,211 – –
LC
120
Lindbrook Capital
California
$116K 8,000 – –
OIA
121
Optimum Investment Advisors
Illinois
$109K 7,540 – –
HI
122
Harbour Investments
Wisconsin
$87.1K 6,000 – –
CFGS
123
Concourse Financial Group Securities
Alabama
$86.7K 5,973 – –
IA
124
IFP Advisors
Florida
$79.1K 4,296 +25 +0.6%
AF
125
Advisornet Financial
Minnesota
$76.6K 5,275 +2,543 +93%
3 4
5
6 7