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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

211 hedge funds and large institutions have $281M invested in Invesco Financial Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
51
Reduced
85
Closed
18
Calls
–
Puts
$359K
Net Calls
-$359K
Net Calls Change
+$230K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$9.05M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.7M
3
EW
3
Evoke Wealth
California
$7.71M
4
PAG
4
Private Advisor Group
New Jersey
$2.56M
5
Jane Street
5
Jane Street
New York
$1.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$11.4M
2
AWS
2
AJ Wealth Strategies
New York
$1.02M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.67M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$47K
5
IAN
5
Integrated Advisors Network
Texas
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
151
Hazlett, Burt & Watson
West Virginia
$39K – – –
AIM
152
Anchor Investment Management
South Carolina
$38.9K – – –
CWP
153
Concord Wealth Partners
Virginia
$38K -$26.5K -1,681 -41%
LDFR
154
Lehman & Derafelo Financial Resources
Pennsylvania
$37K +$37K +2,378 New
BFG
155
Baron Financial Group
New Jersey
$35.9K +$466 +30 +1%
BAM
156
Byrne Asset Management
New Jersey
$33K – – –
BFEC
157
Benjamin F. Edwards & Company
Missouri
$26K – – –
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$25K -$17.2K -1,110 -41%
BWL
160
Bogart Wealth LLC
Virginia
$25K – – –
GRP
161
Global Retirement Partners
California
$23K – – –
JFA
162
JNBA Financial Advisors
Minnesota
$23K +$23K +1,500 New
BAM
163
Bellevue Asset Management
Washington
$22K – – –
WWM
164
Wolff Wiese Magana
California
$22K – – –
SWM
165
Spire Wealth Management
Virginia
$22K – – –
CIAS
166
Capital Investment Advisory Services
North Carolina
$22K +$62 +4 +0.3%
LWA
167
Lowe Wealth Advisors
Maryland
$20K +$10K +650 +100%
VVP
168
Venture Visionary Partners
Ohio
$19.8K +$19.8K +1,273 New
CAL
169
Capital Advisors Ltd
Ohio
$19K – – –
CA
170
Clearstead Advisors
Ohio
$19K – – –
Fidelity Investments
171
Fidelity Investments
Massachusetts
$19K +$11.1K +729 +141%
WT
172
Washington Trust
Rhode Island
$18K – – –
GEA
173
Glen Eagle Advisors
New Jersey
$17.1K +$9.32K +600 +120%
WFA
174
WestHill Financial Advisors
California
$17K -$161K -10,400 -90%
CA
175
CoreCap Advisors
Michigan
$17K +$17K +1,074 New
5 6
7
8 9