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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

186 hedge funds and large institutions have $223M invested in Invesco Financial Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 44 closing their positions.

Holders
186
Holders Change
-38
Holders Change %
-16.96%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
53
Reduced
61
Closed
44
Calls
$244K
Puts
$364K
Net Calls
-$120K
Net Calls Change
-$316K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$14.1M
2
Wells Fargo
2
Wells Fargo
California
$12.6M
3
PAG
3
Private Advisor Group
New Jersey
$9.45M
4
CFO
4
Custos Family Office
Texas
$8.05M
5
BAAM
5
Baker Avenue Asset Management
California
$1.74M

Top Sellers

1
Jane Street
1
Jane Street
New York
$777K
2
Bank of America
2
Bank of America
North Carolina
$12.6M
3
JAM
3
Jacobs Asset Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$463K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
176
Caldwell Sutter Capital
California
$3.27K -$1.54K -106 -32%
OFG
177
Oxford Financial Group
Indiana
$3.19K +$3.19K +220 New
GWSA
178
Global Wealth Strategies & Associates
Colorado
$2.99K +$2.99K +206 New
LWA
179
Lowe Wealth Advisors
Maryland
$2.9K -$16K -1,100 -85%
AA
180
Ancora Advisors
Ohio
$2.18K – – –
GWM
181
Geneos Wealth Management
Colorado
$2.18K – – –
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$2.03K -$26 -1,816 -1%
IF
183
Integrity Financial
Wyoming
$1.95K – – –
DAM
184
Delta Asset Management
Tennessee
$1.8K – – –
AWM
185
Atticus Wealth Management
Florida
$262 -$1.67K -115 -86%
FGAM
186
Financial Gravity Asset Management
Texas
$111 +$7 +1 +7%
RF
187
Robbins Farley
New Hampshire
$44 -$792 -54 -95%
JAM
188
Jacobs Asset Management
New York
– -$2.74M -190,000 Closed
Cohen & Steers
189
Cohen & Steers
New York
– -$2.22M -154,032 Closed
DIP
190
DT Investment Partners
Pennsylvania
– -$1.5M -104,245 Closed
WA
191
Waverly Advisors
Alabama
– -$1.15M -79,646 Closed
ACM
192
AlphaStar Capital Management
North Carolina
– -$925K -64,221 Closed
PA
193
Parkside Advisors
California
– -$910K -63,173 Closed
AWS
194
AJ Wealth Strategies
New York
– -$793K -55,099 Closed
BMC
195
Benin Management Corp
Connecticut
– -$533K -37,000 Closed
Wolverine Trading
196
Wolverine Trading
Illinois
– -$475K -32,963 Closed
MCCA
197
Mill Creek Capital Advisors
Pennsylvania
– -$352K -24,411 Closed
CFG
198
Carr Financial Group
Massachusetts
– -$334K -23,162 Closed
TPW
199
Transatlantique Private Wealth
New York
– -$329K -22,825 Closed
KFC
200
Klingenstein Fields & Co
New York
– -$312K -21,700 Closed
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