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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

172 hedge funds and large institutions have $177M invested in Invesco Financial Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
52
Reduced
51
Closed
19
Calls
$150K
Puts
$192K
Net Calls
-$42K
Net Calls Change
-$194K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$15.3M
2
OPS
Orion Portfolio Solutions
Nebraska
$2.13M
3
BCI
Brinker Capital Investments
Pennsylvania
$2.13M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.2M
5
UBS Group
UBS Group
Switzerland
$9.25M

Top Sellers

1
RH
RFG Holdings
Texas
$1.49M
2
CL
CIM LLC
New York
$3.64M
3
Ameriprise
Ameriprise
Minnesota
$1.24M
4
Asset Management One
Asset Management One
Japan
$0
5
PAG
Private Advisor Group
New Jersey
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
151
Founders Financial Alliance
North Carolina
$12K – – –
ACA
152
Aptus Capital Advisors
Alabama
$11.9K +$11.9K +817 New
AAP
153
Arax Advisory Partners
Colorado
$11.5K – – –
GM
154
GeoWealth Management
Illinois
$10.9K – – –
AIP
155
Ameritas Investment Partners
Nebraska
$9.39K -$1.31K -90 -12%
CIAS
156
Capital Investment Advisory Services
North Carolina
$7.93K -$16.5K -1,131 -67%
QCG
157
Quadrant Capital Group
Ohio
$7.28K – – –
HWA
158
Heritage Wealth Advisors
Virginia
$7.04K – – –
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$6.39K +$1.46K +100 +29%
TSMHT
160
Thurston Springer Miller Herd & Titak
Indiana
$4.73K – – –
GRP
161
Global Retirement Partners
California
$4.37K – – –
CICI
162
Capital Investment Counsel Inc
North Carolina
$4K – – –
DSC
163
Duncker Streett & Co
Missouri
$3.96K -$131 -9 -3%
OFG
164
Oxford Financial Group
Indiana
$3.56K +$58 +4 +2%
SIS
165
Sound Income Strategies
Florida
$2.58K -$537 -37 -17%
CPBTD
166
Central Pacific Bank - Trust Division
Hawaii
$2.53K – – –
William Blair & Company
167
William Blair & Company
Illinois
$2.18K – – –
GWM
168
Geneos Wealth Management
Colorado
$2.18K – – –
DAM
169
Delta Asset Management
Tennessee
$1.8K – – –
SAM
170
Synergy Asset Management
Washington
$1.1K +$1.1K +70 New
TRCT
171
Tower Research Capital (TRC)
New York
$946 +$946 +65 New
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$14 – – –
Asset Management One
173
Asset Management One
Japan
– -$1.22M -78,210 Closed
IC
174
IEQ Capital
California
– -$955K -60,962 Closed
GAM
175
Gould Asset Management
California
– -$496K -31,687 Closed
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