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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

172 hedge funds and large institutions have $197M invested in Invesco Financial Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
59
Reduced
49
Closed
20
Calls
$235K
Puts
$83K
Net Calls
+$152K
Net Calls Change
-$58K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.7M
2
EW
2
Evoke Wealth
California
$4.6M
3
UBS Group
3
UBS Group
Switzerland
$8.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.78M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$8.4M
2
Jane Street
2
Jane Street
New York
$508K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.39M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
151
Thompson Investment Management
Wisconsin
$7.83K +$7.83K +500 New
HWA
152
Heritage Wealth Advisors
Virginia
$7.58K – – –
NS
153
NBC Securities
Alabama
$7K – – –
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$5.31K +$893 +57 +20%
TSMHT
155
Thurston Springer Miller Herd & Titak
Indiana
$5.09K – – –
GRP
156
Global Retirement Partners
California
$4.7K – – –
DSC
157
Duncker Streett & Co
Missouri
$4.4K – – –
CICI
158
Capital Investment Counsel Inc
North Carolina
$4.31K – – –
AF
159
Allworth Financial
California
$4.31K – – –
OFG
160
Oxford Financial Group
Indiana
$3.78K +$47 +3 +1%
SIS
161
Sound Income Strategies
Florida
$3.37K -$3.05K -195 -48%
Franklin Resources
162
Franklin Resources
California
$2.79K +$31 +2 +1%
CPBTD
163
Central Pacific Bank - Trust Division
Hawaii
$2.73K – – –
GWM
164
Geneos Wealth Management
Colorado
$2.35K – – –
William Blair & Company
165
William Blair & Company
Illinois
$2.35K – – –
JIP
166
Jaffetilchin Investment Partners
Florida
$2.27K +$2.27K +145 New
ABWM
167
Alpine Bank Wealth Management
Colorado
$2.15K +$2.15K +137 New
DAM
168
Delta Asset Management
Tennessee
$1.94K – – –
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$47 +$47 +3 New
MFA
170
McClarren Financial Advisors
Pennsylvania
$33 +$2 +1 +7%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$15 -$90 -6 -86%
Mirae Asset Global Investments
172
Mirae Asset Global Investments
South Korea
– -$804K -54,233 Closed
AFC
173
AFT Forsyth & Company
Florida
– -$370K -25,111 Closed
Wolverine Trading
174
Wolverine Trading
Illinois
– -$363K -24,669 Closed
BW
175
Bison Wealth
Georgia
– -$320K -21,000 Closed
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