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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $208M invested in Invesco Financial Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.27M
2
Bank of America
2
Bank of America
North Carolina
$15.4M
3
Ameriprise
3
Ameriprise
Minnesota
$4.08M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$832K
5
CFO
5
Custos Family Office
Texas
$8.84M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$0
2
BFS
2
Bard Financial Services
Connecticut
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$175K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
FCA
5
FinTrust Capital Advisors
South Carolina
$356K
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$198K -$35.9K -2,592 -15%
PIA
102
Panoramic Investment Advisors
Colorado
$192K +$192K +13,651 New
NWMG
103
National Wealth Management Group
Ohio
$180K -$12.6K -897 -7%
Mariner
104
Mariner
Kansas
$178K +$178K +12,669 New
VBCG
105
Valley Brook Capital Group
Pennsylvania
$177K -$4.22K -300 -2%
KWM
106
Kingsview Wealth Management
Oregon
$176K +$675 +48 +0.4%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$175K -$1.09M -77,696 -86%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$170K -$16.9K -1,203 -9%
BCWM
109
Bartlett & Co Wealth Management
Ohio
$168K – – –
BC
110
Bartlett & Co
Ohio
$168K – – –
HWM
111
Howard Wealth Management
Connecticut
$166K -$33K -2,345 -17%
RT
112
Rockland Trust
Massachusetts
$164K – – –
ACM
113
Advisors Capital Management
New Jersey
$163K +$2.33K +166 +1%
1WM
114
1900 Wealth Management
Texas
$161K – – –
JWCA
115
J.W. Cole Advisors
Florida
$156K +$3.47K +247 +2%
GBA
116
Garrison Bradford & Associates
New York
$155K – – –
OMC
117
Old Mission Capital
Illinois
$147K +$147K +10,466 New
AWM
118
AE Wealth Management
Kansas
$145K -$28.8K -2,045 -17%
CHA
119
Carmichael Hill & Associates
Maryland
$114K – – –
LC
120
Lindbrook Capital
California
$112K – – –
OIA
121
Optimum Investment Advisors
Illinois
$101K – – –
CFGS
122
Concourse Financial Group Securities
Alabama
$84K – – –
AIM
123
Anchor Investment Management
South Carolina
$80.3K – – –
US Bancorp
124
US Bancorp
Minnesota
$71.2K -$74.3K -5,288 -51%
AIP
125
Ameritas Investment Partners
Nebraska
$70.5K +$928 +66 +1%
3 4
5
6 7