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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

172 hedge funds and large institutions have $177M invested in Invesco Financial Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
52
Reduced
51
Closed
19
Calls
$150K
Puts
$192K
Net Calls
-$42K
Net Calls Change
-$194K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.3M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$2.13M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.13M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.2M
5
UBS Group
5
UBS Group
Switzerland
$9.25M

Top Sellers

1
RH
1
RFG Holdings
Texas
$1.49M
2
CL
2
CIM LLC
New York
$3.64M
3
Ameriprise
3
Ameriprise
Minnesota
$1.24M
4
Asset Management One
4
Asset Management One
Japan
$0
5
PAG
5
Private Advisor Group
New Jersey
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWP
101
Premier Path Wealth Partners
New Jersey
$149K -$39.6K -2,722 -21%
RPCA
102
Running Point Capital Advisors
California
$149K -$76.9K -5,284 -34%
CCAL
103
City Center Advisors LLC
Michigan
$147K +$147K +10,081 New
AA
104
Ancora Advisors
Ohio
$146K -$2.18K -150 -1%
FI
105
Financial Insights
Washington
$146K – – –
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$115K – – –
OIA
107
Optimum Investment Advisors
Illinois
$82.9K – – –
PS
108
Principal Securities
Iowa
$81.5K +$21.8K +1,500 +37%
FF
109
Friedenthal Financial
New Jersey
$69.7K – – –
FFA
110
Farther Finance Advisors
California
$68.1K +$858 +59 +1%
CFGS
111
Concourse Financial Group Securities
Alabama
$60K – – –
IA
112
IFP Advisors
Florida
$58.7K +$888 +61 +2%
AIM
113
Anchor Investment Management
South Carolina
$58.2K – – –
VFM
114
Vision Financial Markets
Connecticut
$58.2K +$58.2K +4,000 New
PP
115
Prudential plc
United Kingdom
$56.7K -$207K -14,200 -78%
AWM
116
Avior Wealth Management
Nebraska
$43.7K – – –
AF
117
Allworth Financial
California
$43.4K +$39.3K +2,661 +968%
HI
118
Harbour Investments
Wisconsin
$41K – – –
PCM
119
Palouse Capital Management
Washington
$37.7K – – –
Creative Planning
120
Creative Planning
Kansas
$35.9K +$35.9K +2,466 New
AWM
121
AE Wealth Management
Kansas
$35.2K +$35.2K +2,422 New
GI
122
GAMMA Investing
California
$31.7K +$1.46K +100 +5%
MFA
123
McClarren Financial Advisors
Pennsylvania
$31K +$30.8K +2,134 +14,227%
PC
124
Promus Capital
Illinois
$30.8K +$30.8K +2,117 New
US Bancorp
125
US Bancorp
Minnesota
$30.6K – – –
3 4
5
6 7