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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

215 hedge funds and large institutions have $330M invested in Invesco Financial Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 18 closing their positions.

Holders
215
Holders Change
–
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
61
Reduced
78
Closed
18
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$128K

Top Buyers

1
CFO
1
Custos Family Office
Texas
$5.3M
2
Ameriprise
2
Ameriprise
Minnesota
$3.81M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.66M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.49M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.67M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
Bank of America
2
Bank of America
North Carolina
$33.8M
3
AWS
3
AJ Wealth Strategies
New York
$6M
4
LPL Financial
4
LPL Financial
California
$20.2M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$6K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$207K -$5.08K -300 -2%
US Bancorp
127
US Bancorp
Minnesota
$205K – – –
RT
128
Rockland Trust
Massachusetts
$198K – – –
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$198K +$198K +11,706 New
WFA
130
WestHill Financial Advisors
California
$195K -$44.1K -2,600 -18%
1WM
131
1900 Wealth Management
Texas
$194K -$26.4K -1,560 -12%
AWM
132
AE Wealth Management
Kansas
$189K -$360K -21,246 -66%
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$186K – – –
RG
134
Retirement Group
California
$182K -$234K -13,862 -56%
AAS
135
Avantax Advisory Services
Texas
$181K -$64.9K -3,839 -26%
OIA
136
Optimum Investment Advisors
Illinois
$180K +$1.69K +100 +0.9%
APA
137
American Portfolios Advisors
New York
$179K +$3.55K +210 +2%
AA
138
AlphaMark Advisors
Kentucky
$179K -$344K -20,394 -66%
NEPWA
139
New England Private Wealth Advisors
Massachusetts
$177K -$4.39K -259 -2%
SIAG
140
Safeguard Investment Advisory Group
California
$177K +$1.08K +64 +0.6%
DAS
141
Dynamic Advisor Solutions
Arizona
$173K +$173K +10,237 New
FIA
142
Foundations Investment Advisors
Arizona
$166K +$32 +2 +0%
CC
143
Commons Capital
Massachusetts
$166K +$422 +25 +0.3%
MMG
144
Monetary Management Group
Missouri
$165K -$16.9K -1,000 -9%
WA
145
WBH Advisory
Maryland
$164K -$40.3K -2,568 -20%
AF
146
Affiance Financial
Minnesota
$163K -$34.7K -2,047 -18%
WAM
147
Worth Asset Management
Texas
$152K +$152K +9,960 New
SC
148
SouthState Corp
Florida
$135K – – –
SBL
149
Sargent Bickham Lagudis
Colorado
$115K – – –
Franklin Resources
150
Franklin Resources
California
$81K -$5.91K -350 -7%
4 5
6
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