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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

215 hedge funds and large institutions have $330M invested in Invesco Financial Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
–
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
61
Reduced
78
Closed
18
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$128K

Top Buyers

1
CFO
1
Custos Family Office
Texas
$5.3M
2
Ameriprise
2
Ameriprise
Minnesota
$3.81M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.66M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.49M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.67M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
Bank of America
2
Bank of America
North Carolina
$33.8M
3
AWS
3
AJ Wealth Strategies
New York
$6M
4
LPL Financial
4
LPL Financial
California
$20.2M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$6K
Name Holding Trade Value Shares
Change 		Shares
Change %
TLCM
176
Twin Lakes Capital Management
California
$25K – – –
DI
177
Disciplined Investments
Oklahoma
$25K +$290 +17 +1%
SWM
178
Spire Wealth Management
Virginia
$24K -$54.8K -3,197 -70%
CIAS
179
Capital Investment Advisory Services
North Carolina
$24K -$15.5K -911 -39%
WWM
180
Wolff Wiese Magana
California
$24K – – –
BAM
181
Bellevue Asset Management
Washington
$24K – – –
GRP
182
Global Retirement Partners
California
$23K +$23K +1,493 New
BONH
183
Bank of New Hampshire
New Hampshire
$21K +$21K +1,240 New
CAL
184
Capital Advisors Ltd
Ohio
$20K – – –
CA
185
Clearstead Advisors
Ohio
$20K – – –
WT
186
Washington Trust
Rhode Island
$20K – – –
PB
187
Pinnacle Bancorp
Nebraska
$17K – – –
HNB
188
Huntington National Bank
Ohio
$17K -$19K – –
EWM
189
EPG Wealth Management
Georgia
$17K +$17K +1,013 New
TWM
190
Tradition Wealth Management
Minnesota
$16K – – –
BC
191
Burleson & Co
California
$13K +$13K +750 New
Citigroup
192
Citigroup
New York
$11K -$9.27K -530 -46%
LWA
193
Lowe Wealth Advisors
Maryland
$11K – – –
FF
194
FourThought Financial
Florida
$11K – – –
BA
195
Bivin & Associates
Oklahoma
$10K – – –
Fidelity Investments
196
Fidelity Investments
Massachusetts
$9K -$5.13K -295 -36%
BWM
197
BerganKDV Wealth Management
Minnesota
$9K – – –
GLLW
198
Graves Light Lenhart Wealth
Virginia
$9K +$121 +7 +1%
GEA
199
Glen Eagle Advisors
New Jersey
$8.46K +$8.46K +500 New
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$8K -$15.1K -867 -65%
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8
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