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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $208M invested in Invesco Financial Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.27M
2
Bank of America
2
Bank of America
North Carolina
$15.4M
3
Ameriprise
3
Ameriprise
Minnesota
$4.08M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$832K
5
CFO
5
Custos Family Office
Texas
$8.84M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$0
2
BFS
2
Bard Financial Services
Connecticut
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$175K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
FCA
5
FinTrust Capital Advisors
South Carolina
$356K
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
176
Oxford Financial Group
Indiana
$3.18K +$42 +3 +1%
CSC
177
Caldwell Sutter Capital
California
$3.16K – – –
AA
178
Ancora Advisors
Ohio
$2.11K – – –
GWM
179
Geneos Wealth Management
Colorado
$2.11K – – –
IF
180
Integrity Financial
Wyoming
$1.88K – – –
DAM
181
Delta Asset Management
Tennessee
$1.74K – – –
JPMorgan Chase & Co
182
JPMorgan Chase & Co
New York
$1.41K -$641K -45,566 -100%
CG
183
Cutler Group
California
$1K +$1K +100 New
AWM
184
Atticus Wealth Management
Florida
$254 – – –
DFA
185
DHJJ Financial Advisors
Illinois
$211 +$211 +15 New
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
– -$13.7M -952,207 Closed
BFS
187
Bard Financial Services
Connecticut
– -$1.13M -78,925 Closed
Renaissance Technologies
188
Renaissance Technologies
New York
– -$1.08M -75,009 Closed
RL
189
Retireful LLC
Michigan
– -$455K -31,695 Closed
SPC
190
Sigma Planning Corp
Michigan
– -$222K -15,454 Closed
HF
191
HRT Financial
New York
– -$163K -11,369 Closed
AWS
192
Atria Wealth Solutions
New York
– -$153K -10,684 Closed
HBW
193
Hazlett, Burt & Watson
West Virginia
– -$36K -2,500 Closed
WAM
194
Worth Asset Management
Texas
– -$22.4K -1,560 Closed
SWM
195
Spire Wealth Management
Virginia
– -$17.9K -1,250 Closed
MIH
196
Meitav Investment House
Israel
– -$11.5K -800 Closed
DI
197
Disciplined Investments
Oklahoma
– -$6.41K -447 Closed
FA
198
Fiduciary Alliance
South Carolina
– -$2.4K -167 Closed
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