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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 %
SWM
151
Spire Wealth Management
Virginia
$18.2K -$2.18K -150 -11%
CAL
152
Capital Advisors Ltd
Ohio
$17K – – –
Fidelity Investments
153
Fidelity Investments
Massachusetts
$16.7K +$15 +1 +0.1%
DI
154
Disciplined Investments
Oklahoma
$16.1K +$232 +16 +1%
WFA
155
WestHill Financial Advisors
California
$16K – – –
BWL
156
Bogart Wealth LLC
Virginia
$15.4K – – –
EWM
157
EPG Wealth Management
Georgia
$14.7K – – –
PB
158
Pinnacle Bancorp
Nebraska
$14.5K – – –
HNB
159
Huntington National Bank
Ohio
$14.5K -$14.4K – –
WT
160
Washington Trust
Rhode Island
$14.5K – – –
IBOK
161
Independence Bank of Kentucky
Kentucky
$13.8K – – –
NFSG
162
Newbridge Financial Services Group
Florida
$13.1K -$15.6K -1,075 -54%
PCM
163
Pointe Capital Management
Michigan
$12K +$12K +825 New
AAP
164
Arax Advisory Partners
Colorado
$11.5K – – –
SPIA
165
Steward Partners Investment Advisory
New York
$9.21K – – –
William Blair & Company
166
William Blair & Company
Illinois
$8.1K -$1.77K -122 -18%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$7.8K +$7.8K +537 New
QCG
168
Quadrant Capital Group
Ohio
$7.26K – – –
AC
169
AlphaCore Capital
California
$7.26K – – –
IFAM
170
Institutional & Family Asset Management
Colorado
$6.42K – – –
HWA
171
Heritage Wealth Advisors
Virginia
$5.58K – – –
DSC
172
Duncker Streett & Co
Missouri
$4.08K -$145 -10 -3%
AF
173
Allworth Financial
California
$3.99K – – –
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$3.82K – – –
WIM
175
Westside Investment Management
California
$3.51K – – –
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7
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