PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

178 hedge funds and large institutions have $172M invested in Invesco Financial Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
50
Reduced
51
Closed
17
Calls
$225K
Puts
$15K
Net Calls
+$210K
Net Calls Change
-$140K

Top Buyers

1
RH
RFG Holdings
Texas
$13.9M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.18M
3
Citadel Advisors
Citadel Advisors
Florida
$689K
4
RSS
Rosenblum Silverman Sutton
California
$443K
5
UBS Group
UBS Group
Switzerland
$6.61M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$30K
2
EW
Evoke Wealth
California
$0
3
Ameriprise
Ameriprise
Minnesota
$3.15M
4
LNC
Lincoln National Corp
Pennsylvania
$0
5
Bank of America
Bank of America
North Carolina
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
151
Independence Bank of Kentucky
Kentucky
$14K – – –
FFA
152
Founders Financial Alliance
North Carolina
$12.2K – – –
AAP
153
Arax Advisory Partners
Colorado
$11.6K – – –
AWM
154
Avior Wealth Management
Nebraska
$10.9K -$235K -15,930 -96%
AF
155
Advisornet Financial
Minnesota
$7.37K – – –
QCG
156
Quadrant Capital Group
Ohio
$7.37K – – –
HWA
157
Heritage Wealth Advisors
Virginia
$7.13K – – –
NS
158
NBC Securities
Alabama
$7K – – –
IFAM
159
Institutional & Family Asset Management
Colorado
$6.51K – – –
SIS
160
Sound Income Strategies
Florida
$6.04K -$7.09K -481 -54%
TSMHT
161
Thurston Springer Miller Herd & Titak
Indiana
$4.79K +$4.79K +325 New
GRP
162
Global Retirement Partners
California
$4.42K – – –
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$4.15K -$711K -48,297 -99%
DSC
164
Duncker Streett & Co
Missouri
$4.14K – – –
AF
165
Allworth Financial
California
$4.13K – – –
CICI
166
Capital Investment Counsel Inc
North Carolina
$4.05K +$4.05K +275 New
OFG
167
Oxford Financial Group
Indiana
$3.5K +$59 +4 +2%
TWP
168
Triad Wealth Partners
Kansas
$3.46K +$3.46K +235 New
Franklin Resources
169
Franklin Resources
California
$2.58K +$2.58K +175 New
CPBTD
170
Central Pacific Bank - Trust Division
Hawaii
$2.56K – – –
TSWM
171
Tyler-Stone Wealth Management
Ohio
$2.21K -$2.21K -150 -50%
GWM
172
Geneos Wealth Management
Colorado
$2.21K – – –
William Blair & Company
173
William Blair & Company
Illinois
$2.21K – – –
Simplex Trading
174
Simplex Trading
Illinois
$2K +$2K +192 New
DAM
175
Delta Asset Management
Tennessee
$1.83K – – –
4 5 6
7
8