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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

182 hedge funds and large institutions have $211M invested in Invesco Financial Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 24 closing their positions.

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
39
Reduced
67
Closed
24
Calls
$273K
Puts
$6K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.8M
2
OMC
2
Old Mission Capital
Illinois
$1.86M
3
Bank of America
3
Bank of America
North Carolina
$17.4M
4
PAG
4
Private Advisor Group
New Jersey
$11.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.08M

Top Sellers

1
CFO
1
Custos Family Office
Texas
$0
2
Truist Financial
2
Truist Financial
North Carolina
$835K
3
EW
3
Evoke Wealth
California
$729K
4
Jane Street
4
Jane Street
New York
$2.45M
5
BAAM
5
Baker Avenue Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
101
Bartlett & Co
Ohio
$175K – – –
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$171K -$4.84K -332 -3%
RT
103
Rockland Trust
Massachusetts
$171K – – –
SI
104
Stephens Inc
Arkansas
$170K -$73.8K -5,063 -30%
NWMG
105
National Wealth Management Group
Ohio
$170K -$16.4K -1,125 -9%
1WM
106
1900 Wealth Management
Texas
$167K – – –
JWCA
107
J.W. Cole Advisors
Florida
$163K +$904 +62 +0.6%
GBA
108
Garrison Bradford & Associates
New York
$160K – – –
PA
109
Pinnacle Associates
New York
$157K -$49.5K -3,394 -24%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$152K -$252K -17,304 -62%
DI
111
DAGCO Inc
Ohio
$136K +$136K +9,320 New
DWS
112
Dynamic Wealth Strategies
California
$136K +$136K +9,320 New
CHA
113
Carmichael Hill & Associates
Maryland
$118K – – –
LC
114
Lindbrook Capital
California
$117K – – –
OIA
115
Optimum Investment Advisors
Illinois
$105K – – –
CFGS
116
Concourse Financial Group Securities
Alabama
$87.1K – – –
AF
117
Allworth Financial
California
$85.7K +$81.6K +5,600 +2,036%
AIM
118
Anchor Investment Management
South Carolina
$83.3K – – –
PS
119
Principal Securities
Iowa
$77.4K +$77.4K +5,310 New
AIP
120
Ameritas Investment Partners
Nebraska
$73.6K +$496 +34 +0.7%
Citigroup
121
Citigroup
New York
$72.9K +$72.9K +5,000 New
FF
122
Friedenthal Financial
New Jersey
$70.4K +$70.4K +4,827 New
IA
123
IFP Advisors
Florida
$55.3K -$2.29K -157 -4%
HI
124
Harbour Investments
Wisconsin
$47.3K -$8.53K -585 -15%
CIAS
125
Capital Investment Advisory Services
North Carolina
$44.2K -$13.8K -946 -24%
3 4
5
6 7