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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

186 hedge funds and large institutions have $223M invested in Invesco Financial Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-38
Holders Change %
-16.96%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
53
Reduced
61
Closed
44
Calls
$244K
Puts
$364K
Net Calls
-$120K
Net Calls Change
-$316K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$14.1M
2
Wells Fargo
2
Wells Fargo
California
$12.6M
3
PAG
3
Private Advisor Group
New Jersey
$9.45M
4
CFO
4
Custos Family Office
Texas
$8.05M
5
BAAM
5
Baker Avenue Asset Management
California
$1.74M

Top Sellers

1
Jane Street
1
Jane Street
New York
$777K
2
Bank of America
2
Bank of America
North Carolina
$12.6M
3
JAM
3
Jacobs Asset Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$463K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$72.5K -$3.7K -255 -5%
Citadel Advisors
127
Citadel Advisors
Florida
$61K -$85.7K -5,901 -58%
AAS
128
Ameritas Advisory Services
Nebraska
$59.1K +$59.1K +4,067 New
GRP
129
Global Retirement Partners
California
$56.1K – – –
CIAS
130
Capital Investment Advisory Services
North Carolina
$54.7K +$58 +4 +0.1%
Franklin Resources
131
Franklin Resources
California
$54.5K – – –
RG
132
Retirement Group
California
$51K +$348 +24 +0.7%
FNBOSM
133
First National Bank of South Miami
Florida
$47.8K – – –
FFA
134
Founders Financial Alliance
North Carolina
$42.9K -$18.7K -1,275 -30%
CM
135
Cornerstone Management
Georgia
$38.8K – – –
SCA
136
Stonebridge Capital Advisors
Minnesota
$38.5K +$38.5K +2,650 New
CWP
137
Concord Wealth Partners
Virginia
$36.6K +$508 +35 +1%
WAM
138
Worth Asset Management
Texas
$36.4K – – –
MMG
139
Monetary Management Group
Missouri
$36.3K -$90.8K -6,250 -71%
HBW
140
Hazlett, Burt & Watson
West Virginia
$36K – – –
WP
141
WealthShield Partners
North Carolina
$29.2K +$29.2K +2,009 New
BAM
142
Byrne Asset Management
New Jersey
$29K – – –
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$23.5K – – –
JFG
145
JDM Financial Group
Texas
$22.8K +$319 +22 +1%
KIG
146
Kessler Investment Group
Indiana
$21.9K – – –
TLCM
147
Twin Lakes Capital Management
California
$21.8K – – –
BAM
148
Bellevue Asset Management
Washington
$20.8K – – –
SIS
149
Sound Income Strategies
Florida
$19.6K -$2.37K -163 -11%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$19K -$5.23K -363 -22%
4 5
6
7 8