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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

173 hedge funds and large institutions have $185M invested in Invesco Financial Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-9
Holders Change %
-4.95%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
38
Reduced
67
Closed
17
Calls
$405K
Puts
$55K
Net Calls
+$350K
Net Calls Change
+$83K

Top Buyers

1
RH
RFG Holdings
Texas
$13.2M
2
EW
Evoke Wealth
California
$4.17M
3
LPL Financial
LPL Financial
California
$18.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$896K
5
Wells Fargo
Wells Fargo
California
$11.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.6M
2
Bank of America
Bank of America
North Carolina
$11.4M
3
OMC
Old Mission Capital
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.27M
5
PAG
Private Advisor Group
New Jersey
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWMG
101
National Wealth Management Group
Ohio
$160K -$18K -1,180 -10%
PA
102
Pinnacle Associates
New York
$156K -$7.99K -524 -5%
KWM
103
Kingsview Wealth Management
Oregon
$156K -$36K -2,362 -19%
BCWM
104
Bartlett & Co Wealth Management
Ohio
$136K -$45.7K -3,000 -25%
CHA
105
Carmichael Hill & Associates
Maryland
$124K – – –
OIA
106
Optimum Investment Advisors
Illinois
$110K – – –
CFGS
107
Concourse Financial Group Securities
Alabama
$91K – – –
AIP
108
Ameritas Investment Partners
Nebraska
$77.4K +$411 +27 +0.5%
PS
109
Principal Securities
Iowa
$76.9K -$3.99K -262 -5%
Citigroup
110
Citigroup
New York
$76.2K – – –
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$74K +$39.8K +2,612 +116%
FF
112
Friedenthal Financial
New Jersey
$73K -$594 -39 -0.8%
AIM
113
Anchor Investment Management
South Carolina
$61K -$26.1K -1,711 -30%
IA
114
IFP Advisors
Florida
$58.7K +$869 +57 +2%
HI
115
Harbour Investments
Wisconsin
$49K -$381 -25 -0.8%
US Bancorp
116
US Bancorp
Minnesota
$45.2K – – –
CWP
117
Concord Wealth Partners
Virginia
$40.9K +$610 +40 +2%
RG
118
Retirement Group
California
$40.1K +$213 +14 +0.5%
PCM
119
Palouse Capital Management
Washington
$39.4K +$39.4K +2,588 New
RFG
120
RFP Financial Group
Georgia
$38.9K – – –
MFA
121
McClarren Financial Advisors
Pennsylvania
$32K +$467 +30 +1%
PTC
122
Private Trust Company
Ohio
$30.5K – – –
RFA
123
Register Financial Advisors
Georgia
$29.7K +$442 +29 +2%
JPWM
124
Jamison Private Wealth Management
Georgia
$26.9K – – –
JFG
125
JDM Financial Group
Texas
$25.5K +$366 +24 +1%
3 4
5
6 7