PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

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 20 closing their positions.

Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.49%
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
20
Calls
$235K
Puts
$83K
Net Calls
+$152K
Net Calls Change
-$58K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.7M
2
EW
2
Evoke Wealth
California
$4.6M
3
UBS Group
3
UBS Group
Switzerland
$8.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.78M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$8.4M
2
Jane Street
2
Jane Street
New York
$508K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.39M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
101
1900 Wealth Management
Texas
$179K – – –
RCAG
102
Rehmann Capital Advisory Group
Michigan
$176K -$1.9K -121 -1%
PI
103
PFG Investments
New York
$162K -$2.54K -162 -2%
AA
104
Ancora Advisors
Ohio
$159K – – –
PA
105
Pinnacle Associates
New York
$157K +$157K +10,755 New
FI
106
Financial Insights
Washington
$157K +$157K +10,000 New
CHA
107
Carmichael Hill & Associates
Maryland
$133K +$6.33K +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 +$78.3K +5,000 New
FF
111
Friedenthal Financial
New Jersey
$75.1K +$78 +5 +0.1%
FFA
112
Farther Finance Advisors
California
$72.4K +$72.4K +4,623 New
PS
113
Principal Securities
Iowa
$64.2K -$18.8K -1,198 -23%
CFGS
114
Concourse Financial Group Securities
Alabama
$63.2K -$30.3K -1,936 -32%
AIM
115
Anchor Investment Management
South Carolina
$62.6K – – –
IA
116
IFP Advisors
Florida
$62.2K +$893 +57 +1%
AWM
117
Avior Wealth Management
Nebraska
$47.1K +$35.5K +2,265 +306%
HI
118
Harbour Investments
Wisconsin
$44.1K -$6.26K -400 -12%
CWP
119
Concord Wealth Partners
Virginia
$43.3K +$626 +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 +$32.6K +2,080 New
RFA
123
Register Financial Advisors
Georgia
$31.5K +$454 +29 +1%
DF
124
Dunhill Financial
United Kingdom
$31K -$240K -15,320 -89%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$29K +$94 +6 +0.3%
3 4
5
6 7