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Invesco Financial Preferred ETF
PGF

172 hedge funds and large institutions have $197M invested in Invesco Financial Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $235K | Put options by funds: $83K

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

14% more capital invested

Capital invested by funds: $172M → $197M (+$24.7M)

1.55% more ownership

Funds ownership: 19.14% → 20.69% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 179 → 172 (-7)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
172
Holders Change
-7
Holders Change %
-3.91%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
59
Reduced
49
Closed
21
Calls
$235K
Puts
$83K
Net Calls
+$152K
Net Calls Change
-$58K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$13.2M
2
EW
Evoke Wealth
California
+$4.46M
3
UBS Group
UBS Group
Switzerland
+$1.78M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.42M
5
LPL Financial
LPL Financial
California
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$1.84M
2
Jane Street
Jane Street
New York
-$1.33M
3
Morgan Stanley
Morgan Stanley
New York
-$1.32M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$969K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$804K
Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
101
1900 Wealth Management
Texas
$179K – – –
RCAG
102
Rehmann Capital Advisory Group
Michigan
$176K -$1.84K -121 -1%
PI
103
PFG Investments
New York
$162K -$2.46K -162 -2%
AA
104
Ancora Advisors
Ohio
$159K – – –
PA
105
Pinnacle Associates
New York
$157K +$163K +10,755 New
FI
106
Financial Insights
Washington
$157K +$152K +10,000 New
CHA
107
Carmichael Hill & Associates
Maryland
$133K +$6.14K +404 +5%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$123K – – –
OIA
109
Optimum Investment Advisors
Illinois
$89.3K – – –
Citigroup
110
Citigroup
New York
$78.3K +$76K +5,000 New
FF
111
Friedenthal Financial
New Jersey
$75.1K +$76 +5 +0.1%
FFA
112
Farther Finance Advisors
California
$72.4K +$70.2K +4,623 New
PS
113
Principal Securities
Iowa
$64.2K -$18.2K -1,198 -23%
CFGS
114
Concourse Financial Group Securities
Alabama
$63.2K -$29.4K -1,936 -32%
AIM
115
Anchor Investment Management
South Carolina
$62.6K – – –
IA
116
IFP Advisors
Florida
$62.2K +$866 +57 +1%
AWM
117
Avior Wealth Management
Nebraska
$47.1K +$34.4K +2,265 +306%
HI
118
Harbour Investments
Wisconsin
$44.1K -$6.08K -400 -12%
CWP
119
Concord Wealth Partners
Virginia
$43.3K +$608 +40 +1%
PCM
120
Palouse Capital Management
Washington
$40.5K – – –
US Bancorp
121
US Bancorp
Minnesota
$32.9K – – –
GI
122
GAMMA Investing
California
$32.6K +$31.6K +2,080 New
RFA
123
Register Financial Advisors
Georgia
$31.5K +$441 +29 +1%
DF
124
Dunhill Financial
United Kingdom
$31K -$233K -15,320 -89%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$29K +$91 +6 +0.3%
3 4
5
6 7

PGF Hedge Fund Activity: Q3 2024 in Review

172 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q3 2024, worth a combined $197M — up 14% from $172M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PGF and 16 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 59 added.

The largest buyer was JP Morgan Chase, adding an estimated $13.2M. The largest seller was Private Advisor Group, cutting an estimated $1.84M.

  • 172 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q3 2024, down from 179 in Q2 2024.
  • Funds reported $197M of Invesco Financial Preferred ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 16 funds opened new Invesco Financial Preferred ETF positions in Q3 2024 and 21 closed out, a net change of -5 holders.
  • The largest Invesco Financial Preferred ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $13.2M added.
  • The largest Invesco Financial Preferred ETF seller in Q3 2024 was Private Advisor Group, an estimated $1.84M sold.

Based on aggregated 13F filings for Q3 2024.