Invesco Financial Preferred ETF
PGF
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.
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
2% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 51
0.04% more ownership
Funds ownership: 20.69% → 20.72% (+0.04%)
0% more funds holding
Funds holding: 172 → 172 (0)
10% less capital invested
Capital invested by funds: $197M → $177M (-$20.1M)
22% less call options, than puts
Call options by funds: $150K | Put options by funds: $192K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.66M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.82M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.82M |
| 4 |
JP Morgan Chase
New York
|
+$1.55M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RH
RFG Holdings
Argyle,
Texas
|
-$12.2M |
| 2 |
CL
CIM LLC
Albany,
New York
|
-$2.39M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.98M |
| 4 |
Asset Management One
Tokyo,
Japan
|
-$1.22M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.15M |
PGF Hedge Fund Activity: Q4 2024 in Review
172 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q4 2024, worth a combined $177M — down 10% from $197M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PGF positions and 19 closed out — a net gain of 5 holders — while 52 added to existing stakes and 51 trimmed.
The largest buyer was Bank of America, adding an estimated $5.66M. The largest seller was RFG Holdings, cutting an estimated $12.2M.
- 172 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $177M of Invesco Financial Preferred ETF stock for Q4 2024, down 10% quarter-over-quarter.
- 24 funds opened new Invesco Financial Preferred ETF positions in Q4 2024 and 19 closed out, a net change of +5 holders.
- The largest Invesco Financial Preferred ETF buyer in Q4 2024 was Bank of America, an estimated $5.66M added.
- The largest Invesco Financial Preferred ETF seller in Q4 2024 was RFG Holdings, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2024.