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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $208M invested in Invesco Financial Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$6.27M
2
Bank of America
Bank of America
North Carolina
$15.4M
3
Ameriprise
Ameriprise
Minnesota
$4.08M
4
HighTower Advisors
HighTower Advisors
Illinois
$832K
5
CFO
Custos Family Office
Texas
$8.84M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
2
BFS
Bard Financial Services
Connecticut
$0
3
RCAG
Rehmann Capital Advisory Group
Michigan
$175K
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
FCA
FinTrust Capital Advisors
South Carolina
$356K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
151
Bogart Wealth LLC
Virginia
$14.9K – – –
SIS
152
Sound Income Strategies
Florida
$14.8K -$3.5K -249 -19%
MMG
153
Monetary Management Group
Missouri
$14.1K -$21.1K -1,500 -60%
WT
154
Washington Trust
Rhode Island
$14.1K – – –
PB
155
Pinnacle Bancorp
Nebraska
$14.1K – – –
IBOK
156
Independence Bank of Kentucky
Kentucky
$13.4K – – –
GRP
157
Global Retirement Partners
California
$13.3K -$29.5K -2,168 -69%
NFSG
158
Newbridge Financial Services Group
Florida
$12.7K – – –
AAP
159
Arax Advisory Partners
Colorado
$11.1K – – –
AWM
160
Avior Wealth Management
Nebraska
$10.4K +$10.4K +741 New
SPIA
161
Steward Partners Investment Advisory
New York
$8.91K – – –
GEA
162
Glen Eagle Advisors
New Jersey
$8.44K – – –
William Blair & Company
163
William Blair & Company
Illinois
$7.85K – – –
QCG
164
Quadrant Capital Group
Ohio
$7.03K – – –
AC
165
AlphaCore Capital
California
$7.03K – – –
NS
166
NBC Securities
Alabama
$7K +$7K +500 New
HWA
167
Heritage Wealth Advisors
Virginia
$6.81K +$1.41K +100 +26%
IFAM
168
Institutional & Family Asset Management
Colorado
$6.22K – – –
IPW
169
Impact Partnership Wealth
Georgia
$4.71K +$4.71K +335 New
TSWM
170
Tyler-Stone Wealth Management
Ohio
$4K – – –
DSC
171
Duncker Streett & Co
Missouri
$3.95K – – –
AF
172
Allworth Financial
California
$3.87K – – –
CICI
173
Capital Investment Counsel Inc
North Carolina
$3.87K +$3.87K +275 New
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$3.7K – – –
SC
175
SouthState Corp
Florida
$3.23K +$3.23K +230 New
4 5 6
7
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