PGF icon

Invesco Financial Preferred ETF

211 hedge funds and large institutions have $281M invested in Invesco Financial Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
51
Reduced
85
Closed
18
Calls
Puts
$359K
Net Calls
-$359K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Shares
Change %
DI
176
Disciplined Investments
Oklahoma
$16K -$6.16K -408 -28%
PB
177
Pinnacle Bancorp
Nebraska
$16K
HNB
178
Huntington National Bank
Ohio
$16K -$17K
AW
179
ACG Wealth
Georgia
$16K +$16K +1,040 New
IBOK
180
Independence Bank of Kentucky
Kentucky
$15K -$17.4K -1,100 -54%
TWM
181
Tradition Wealth Management
Minnesota
$15K
GWM
182
Geneos Wealth Management
Colorado
$12K -$15.9K -1,050 -57%
BC
183
Burleson & Co
California
$12K
Citigroup
184
Citigroup
New York
$12K +$2.54K +169 +27%
FF
185
FourThought Financial
Florida
$11K
SPIA
186
Steward Partners Investment Advisory
New York
$10K -$38.6K -2,450 -79%
NFSG
187
Newbridge Financial Services Group
Florida
$9K -$31.3K -2,000 -78%
BA
188
Bivin & Associates
Oklahoma
$9K
BWM
189
BerganKDV Wealth Management
Minnesota
$8K
AC
190
AlphaCore Capital
California
$8K
GLLW
191
Graves Light Lenhart Wealth
Virginia
$8K +$91 +6 +1%
QCG
192
Quadrant Capital Group
Ohio
$8K +$8K +500 New
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$7K
IFAM
194
Institutional & Family Asset Management
Colorado
$7K
HWA
195
Heritage Wealth Advisors
Virginia
$6K
DSC
196
Duncker Streett & Co
Missouri
$5K
CAGAS
197
Capital Advisory Group Advisory Services
Minnesota
$5K
TSWM
198
Tyler-Stone Wealth Management
Ohio
$5K
AA
199
AlphaMark Advisors
Kentucky
$4K -$166K -10,350 -98%
AF
200
Allworth Financial
California
$4K