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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

181 hedge funds and large institutions have $226M invested in Invesco Financial Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-5
Holders Change %
-2.69%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
53
Reduced
56
Closed
19
Calls
$136K
Puts
$20K
Net Calls
+$116K
Net Calls Change
+$236K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$6.9M
2
Jane Street
Jane Street
New York
$4.47M
3
Bank of America
Bank of America
North Carolina
$14.1M
4
Wolverine Trading
Wolverine Trading
Illinois
$1.04M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$995K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$34.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.66M
3
BDWCC
B&D White Capital Company
Texas
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.17M
5
Wells Fargo
Wells Fargo
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Spire Wealth Management
Virginia
$17.9K – – –
Fidelity Investments
152
Fidelity Investments
Massachusetts
$17.2K +$660 +46 +4%
WFA
153
WestHill Financial Advisors
California
$15.8K – – –
BWL
154
Bogart Wealth LLC
Virginia
$15.2K – – –
WT
155
Washington Trust
Rhode Island
$14.4K – – –
PB
156
Pinnacle Bancorp
Nebraska
$14.4K – – –
IBOK
157
Independence Bank of Kentucky
Kentucky
$13.6K – – –
NFSG
158
Newbridge Financial Services Group
Florida
$12.9K – – –
MIH
159
Meitav Investment House
Israel
$11.5K +$11.5K +800 New
AAP
160
Arax Advisory Partners
Colorado
$11.3K – – –
SPIA
161
Steward Partners Investment Advisory
New York
$9.1K – – –
GEA
162
Glen Eagle Advisors
New Jersey
$8.61K +$8.61K +600 New
William Blair & Company
163
William Blair & Company
Illinois
$8.01K – – –
QCG
164
Quadrant Capital Group
Ohio
$7.18K – – –
AC
165
AlphaCore Capital
California
$7.18K – – –
DI
166
Disciplined Investments
Oklahoma
$6.41K -$9.51K -663 -60%
IFAM
167
Institutional & Family Asset Management
Colorado
$6.34K – – –
HWA
168
Heritage Wealth Advisors
Virginia
$5.51K – – –
DSC
169
Duncker Streett & Co
Missouri
$4.03K – – –
TSWM
170
Tyler-Stone Wealth Management
Ohio
$4K +$4K +300 New
AF
171
Allworth Financial
California
$3.95K – – –
CSPIA
172
Cary Street Partners Investment Advisory
Virginia
$3.77K – – –
CSC
173
Caldwell Sutter Capital
California
$3.23K – – –
OFG
174
Oxford Financial Group
Indiana
$3.2K +$43 +3 +1%
FA
175
Fiduciary Alliance
South Carolina
$2.4K +$2.4K +167 New
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