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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

173 hedge funds and large institutions have $185M invested in Invesco Financial Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-9
Holders Change %
-4.95%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
38
Reduced
67
Closed
17
Calls
$405K
Puts
$55K
Net Calls
+$350K
Net Calls Change
+$83K

Top Buyers

1
RH
RFG Holdings
Texas
$13.2M
2
EW
Evoke Wealth
California
$4.17M
3
LPL Financial
LPL Financial
California
$18.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$896K
5
Wells Fargo
Wells Fargo
California
$11.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.6M
2
Bank of America
Bank of America
North Carolina
$11.4M
3
OMC
Old Mission Capital
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.27M
5
PAG
Private Advisor Group
New Jersey
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
151
Newbridge Financial Services Group
Florida
$7.62K – – –
HWA
152
Heritage Wealth Advisors
Virginia
$7.38K – – –
NS
153
NBC Securities
Alabama
$7K – – –
IFAM
154
Institutional & Family Asset Management
Colorado
$6.74K – – –
FGAM
155
Financial Gravity Asset Management
Texas
$5.28K -$310K -20,300 -98%
IPW
156
Impact Partnership Wealth
Georgia
$5.11K – – –
GRP
157
Global Retirement Partners
California
$4.57K -$14.9K -976 -76%
TSWM
158
Tyler-Stone Wealth Management
Ohio
$4.57K – – –
MFA
159
Morling Financial Advisors
California
$4.57K +$4.57K +300 New
DSC
160
Duncker Streett & Co
Missouri
$4.28K – – –
AF
161
Allworth Financial
California
$4.19K -$85.3K -5,600 -95%
OFG
162
Oxford Financial Group
Indiana
$3.56K +$61 +4 +2%
CSC
163
Caldwell Sutter Capital
California
$3.43K – – –
CPBTD
164
Central Pacific Bank - Trust Division
Hawaii
$2.66K +$2.66K +174 New
William Blair & Company
165
William Blair & Company
Illinois
$2.29K -$6.22K -408 -73%
AA
166
Ancora Advisors
Ohio
$2.29K – – –
GWM
167
Geneos Wealth Management
Colorado
$2.29K – – –
DAM
168
Delta Asset Management
Tennessee
$1.89K – – –
JPMorgan Chase & Co
169
JPMorgan Chase & Co
New York
$1.84K -$4.94K -324 -73%
AssetMark Inc
170
AssetMark Inc
California
$244 +$244 +16 New
DFA
171
DHJJ Financial Advisors
Illinois
$229 – – –
TRCT
172
Tower Research Capital (TRC)
New York
$198 -$883 -58 -82%
AWM
173
Atticus Wealth Management
Florida
$61 – – –
OMC
174
Old Mission Capital
Illinois
– -$1.86M -127,284 Closed
Lido Advisors
175
Lido Advisors
California
– -$505K -34,606 Closed
4 5 6
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