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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.

New
Increased
Maintained
Reduced
Closed
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 %
FFA
151
Founders Financial Alliance
North Carolina
$74K +$34 +2 +0%
CWP
152
Concord Wealth Partners
Virginia
$69K +$859 +51 +1%
KIG
153
Kessler Investment Group
Indiana
$67K – – –
FNBOSM
154
First National Bank of South Miami
Florida
$56K -$34.4K -2,022 -38%
William Blair & Company
155
William Blair & Company
Illinois
$54K – – –
SPIA
156
Steward Partners Investment Advisory
New York
$52K – – –
1832 Asset Management
157
1832 Asset Management
Ontario, Canada
$52K – – –
ZIG
158
Zullo Investment Group
Pennsylvania
$51K – – –
AF
159
Advisornet Financial
Minnesota
$46K -$13.5K -792 -23%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$46K – – –
CM
161
Cornerstone Management
Georgia
$45.2K – – –
NL
162
NVWM LLC
Pennsylvania
$45K – – –
NFSG
163
Newbridge Financial Services Group
Florida
$44K +$42.7K +2,500 +3,333%
AIM
164
Anchor Investment Management
South Carolina
$42.3K – – –
HBW
165
Hazlett, Burt & Watson
West Virginia
$42K +$42K +2,500 New
BFG
166
Baron Financial Group
New Jersey
$38.5K +$457 +27 +1%
FAG
167
Fortitude Advisory Group
Washington
$38K – – –
BAM
168
Byrne Asset Management
New Jersey
$36K – – –
IBOK
169
Independence Bank of Kentucky
Kentucky
$35K – – –
OCM
170
Orion Capital Management
California
$34K – – –
FFA
171
Freedman Financial Associates
Massachusetts
$31K – – –
GWM
172
Geneos Wealth Management
Colorado
$31K +$17 +1 +0.1%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$28K – – –
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$28K +$5.04K +300 +22%
BWL
175
Bogart Wealth LLC
Virginia
$27K – – –
5 6
7
8 9