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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

215 hedge funds and large institutions have $330M invested in Invesco Financial Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
–
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
61
Reduced
78
Closed
18
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$128K

Top Buyers

1
CFO
Custos Family Office
Texas
$5.3M
2
Ameriprise
Ameriprise
Minnesota
$3.81M
3
Renaissance Technologies
Renaissance Technologies
New York
$3.66M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.49M
5
Wolverine Trading
Wolverine Trading
Illinois
$1.67M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$43.1M
2
Bank of America
Bank of America
North Carolina
$33.8M
3
AWS
AJ Wealth Strategies
New York
$6M
4
LPL Financial
LPL Financial
California
$20.2M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$6K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
201
AlphaCore Capital
California
$8K +$8K +500 New
IFAM
202
Institutional & Family Asset Management
Colorado
$7K – – –
CAGAS
203
Capital Advisory Group Advisory Services
Minnesota
$6K -$2.36M -135,768 -100%
HWA
204
Heritage Wealth Advisors
Virginia
$6K – – –
DSC
205
Duncker Streett & Co
Missouri
$5K – – –
AF
206
Allworth Financial
California
$5K – – –
TSWM
207
Tyler-Stone Wealth Management
Ohio
$5K – – –
S
208
Surevest
California
$4K +$49 +3 +1%
GWS
209
Glassman Wealth Services
Virginia
$4K +$4K +261 New
AA
210
Ancora Advisors
Ohio
$3K – – –
MCC
211
Money Concepts Capital
Florida
$3K +$3K +170 New
PFA
212
Professional Financial Advisors
Nebraska
$2K – – –
AWM
213
Atticus Wealth Management
Florida
$2K – – –
FGAM
214
Financial Gravity Asset Management
Texas
$130 -$15 -4 -11%
WIM
215
Westside Investment Management
California
$4 – – –
SFS
216
Sowell Financial Services
Arkansas
– -$1.7M -90,203 Closed
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
– -$753K -40,000 Closed
OMC
218
Old Mission Capital
Illinois
– -$621K -33,018 Closed
UCFA
219
United Capital Financial Advisors
Texas
– -$430K -22,868 Closed
KOMWMG
220
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$423K -22,455 Closed
Citadel Advisors
221
Citadel Advisors
Florida
– -$381K -20,255 Closed
MCWA
222
Meadow Creek Wealth Advisors
Georgia
– -$332K -17,646 Closed
FAN
223
Financial Advisors Network
California
– -$298K -15,856 Closed
CA
224
Cetera Advisors
Colorado
– -$245K -13,011 Closed
LSPW
225
Lake Street Private Wealth
Illinois
– -$245K -13,000 Closed
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