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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

182 hedge funds and large institutions have $211M invested in Invesco Financial Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 24 closing their positions.

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
39
Reduced
67
Closed
24
Calls
$273K
Puts
$6K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.8M
2
OMC
2
Old Mission Capital
Illinois
$1.86M
3
Bank of America
3
Bank of America
North Carolina
$17.4M
4
PAG
4
Private Advisor Group
New Jersey
$11.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.08M

Top Sellers

1
CFO
1
Custos Family Office
Texas
$0
2
Truist Financial
2
Truist Financial
North Carolina
$835K
3
EW
3
Evoke Wealth
California
$729K
4
Jane Street
4
Jane Street
New York
$2.45M
5
BAAM
5
Baker Avenue Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$43.2K -$30.6K -2,100 -41%
CWP
127
Concord Wealth Partners
Virginia
$38.5K +$715 +49 +2%
RG
128
Retirement Group
California
$38.2K -$481 -33 -1%
RFG
129
RFP Financial Group
Georgia
$37.2K – – –
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$33K -$36.5K -2,487 -53%
MFA
131
McClarren Financial Advisors
Pennsylvania
$30K +$563 +38 +2%
BWM
132
Baystate Wealth Management
Massachusetts
$29.5K +$29.5K +2,026 New
BAM
133
Byrne Asset Management
New Jersey
$29.5K – – –
PTC
134
Private Trust Company
Ohio
$29.2K -$494K -33,872 -94%
RFA
135
Register Financial Advisors
Georgia
$28K +$28K +1,922 New
JPWM
136
Jamison Private Wealth Management
Georgia
$25.7K – – –
JFG
137
JDM Financial Group
Texas
$24K +$452 +31 +2%
KIG
138
Kessler Investment Group
Indiana
$22K – – –
TLCM
139
Twin Lakes Capital Management
California
$21.9K – – –
RL
140
Rogco LP
Oklahoma
$21.3K – – –
BAM
141
Bellevue Asset Management
Washington
$20.8K – – –
AF
142
Advisornet Financial
Minnesota
$20.6K -$7.32K -502 -26%
WP
143
WealthShield Partners
North Carolina
$19.1K – – –
BFEC
144
Benjamin F. Edwards & Company
Missouri
$19K – – –
GRP
145
Global Retirement Partners
California
$18.9K +$4.44K +300 +31%
NFA
146
Northwest Financial Advisors
Virginia
$17.3K +$17.3K +1,190 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$17.1K +$44 +3 +0.3%
RIL
148
Rothschild Investment LLC
Illinois
$16K +$16K +1,100 New
GI
149
Gradient Investments
Minnesota
$15.7K +$15.7K +1,074 New
BWL
150
Bogart Wealth LLC
Virginia
$15.5K – – –
4 5
6
7 8