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Invesco Financial Preferred ETF
PGF

172 hedge funds and large institutions have $177M invested in Invesco Financial Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

0.04% more ownership

Funds ownership: 20.69% → 20.72% (+0.04%)

0% more funds holding

Funds holding: 172 → 172 (0)

10% less capital invested

Capital invested by funds: $197M → $177M (-$20.1M)

22% less call options, than puts

Call options by funds: $150K | Put options by funds: $192K

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
52
Reduced
51
Closed
19
Calls
$150K
Puts
$192K
Net Calls
-$42K
Net Calls Change
-$194K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.66M
2
BCI
Brinker Capital Investments
Pennsylvania
+$2.82M
3
OPS
Orion Portfolio Solutions
Nebraska
+$2.82M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.55M
5
UBS Group
UBS Group
Switzerland
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
RH
RFG Holdings
Texas
-$12.2M
2
CL
CIM LLC
New York
-$2.39M
3
Ameriprise
Ameriprise
Minnesota
-$1.98M
4
Asset Management One
Asset Management One
Japan
-$1.22M
5
PAG
Private Advisor Group
New Jersey
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
176
Stratos Wealth Partners
Ohio
– -$323K -20,624 Closed
FTUS
177
Flow Traders U.S.
New York
– -$288K -18,371 Closed
ASN
178
Advisory Services Network
Georgia
– -$264K -17,923 Closed
KF
179
Krilogy Financial
Missouri
– -$206K -13,158 Closed
KWM
180
Kingsview Wealth Management
Oregon
– -$186K -11,870 Closed
PA
181
Pinnacle Associates
New York
– -$157K -10,755 Closed
PI
182
PFG Investments
New York
– -$162K -10,355 Closed
Citigroup
183
Citigroup
New York
– -$78.3K -5,000 Closed
NFA
184
Northwest Financial Advisors
Virginia
– -$18.6K -1,190 Closed
AF
185
Advisornet Financial
Minnesota
– -$7.83K -500 Closed
NS
186
NBC Securities
Alabama
– -$7K -500 Closed
TIM
187
Thompson Investment Management
Wisconsin
– -$7.83K -500 Closed
Franklin Resources
188
Franklin Resources
California
– -$2.79K -177 Closed
JIP
189
Jaffetilchin Investment Partners
Florida
– -$2.27K -145 Closed
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
– -$47 -3 Closed
4 5 6 7
8

PGF Hedge Fund Activity: Q4 2024 in Review

172 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q4 2024, worth a combined $177M — down 10% from $197M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PGF positions and 19 closed out — a net gain of 5 holders — while 52 added to existing stakes and 51 trimmed.

The largest buyer was Bank of America, adding an estimated $5.66M. The largest seller was RFG Holdings, cutting an estimated $12.2M.

  • 172 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $177M of Invesco Financial Preferred ETF stock for Q4 2024, down 10% quarter-over-quarter.
  • 24 funds opened new Invesco Financial Preferred ETF positions in Q4 2024 and 19 closed out, a net change of +5 holders.
  • The largest Invesco Financial Preferred ETF buyer in Q4 2024 was Bank of America, an estimated $5.66M added.
  • The largest Invesco Financial Preferred ETF seller in Q4 2024 was RFG Holdings, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.