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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

181 hedge funds and large institutions have $226M invested in Invesco Financial Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-5
Holders Change %
-2.69%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
53
Reduced
56
Closed
19
Calls
$136K
Puts
$20K
Net Calls
+$116K
Net Calls Change
+$236K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$6.9M
2
Jane Street
Jane Street
New York
$4.47M
3
Bank of America
Bank of America
North Carolina
$14.1M
4
Wolverine Trading
Wolverine Trading
Illinois
$1.04M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$995K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$34.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.66M
3
BDWCC
B&D White Capital Company
Texas
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.17M
5
Wells Fargo
Wells Fargo
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
176
Geneos Wealth Management
Colorado
$2.15K – – –
AA
177
Ancora Advisors
Ohio
$2.15K – – –
IF
178
Integrity Financial
Wyoming
$1.92K – – –
DAM
179
Delta Asset Management
Tennessee
$1.78K – – –
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$859 +$859 +5 New
AWM
181
Atticus Wealth Management
Florida
$259 – – –
BDWCC
182
B&D White Capital Company
Texas
– -$1.12M -77,450 Closed
VFM
183
Valley Financial Management
New York
– -$542K -37,345 Closed
BCM
184
BlueCrest Capital Management
Jersey
– -$325K -22,409 Closed
EL
185
Essex LLC
Illinois
– -$187K -12,956 Closed
SIA
186
Soltis Investment Advisors
Utah
– -$178K -12,261 Closed
SIMG
187
Sonora Investment Management Group
Arizona
– -$173K -11,945 Closed
KF
188
Krilogy Financial
Missouri
– -$157K -10,839 Closed
Citadel Advisors
189
Citadel Advisors
Florida
– -$61K -4,200 Closed
AAS
190
Ameritas Advisory Services
Nebraska
– -$59.1K -4,067 Closed
CM
191
Cornerstone Management
Georgia
– -$38.8K -2,673 Closed
SCA
192
Stonebridge Capital Advisors
Minnesota
– -$38.5K -2,650 Closed
CAL
193
Capital Advisors Ltd
Ohio
– -$17K -1,200 Closed
EWM
194
EPG Wealth Management
Georgia
– -$14.7K -1,013 Closed
PCM
195
Pointe Capital Management
Michigan
– -$12K -825 Closed
PFBT
196
Parkside Financial Bank & Trust
Missouri
– -$7.8K -537 Closed
WIM
197
Westside Investment Management
California
– -$3.51K -242 Closed
GWSA
198
Global Wealth Strategies & Associates
Colorado
– -$2.99K -206 Closed
LWA
199
Lowe Wealth Advisors
Maryland
– -$2.9K -200 Closed
RF
200
Robbins Farley
New Hampshire
– -$44 -3 Closed
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