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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

211 hedge funds and large institutions have $281M invested in Invesco Financial Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
51
Reduced
85
Closed
18
Calls
–
Puts
$359K
Net Calls
-$359K
Net Calls Change
+$230K

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$9.05M
2
Morgan Stanley
Morgan Stanley
New York
$44.7M
3
EW
Evoke Wealth
California
$7.71M
4
PAG
Private Advisor Group
New Jersey
$2.56M
5
Jane Street
Jane Street
New York
$1.81M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$11.4M
2
AWS
AJ Wealth Strategies
New York
$1.02M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.67M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$47K
5
IAN
Integrated Advisors Network
Texas
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
201
Surevest
California
$4K +$49 +3 +1%
GWS
202
Glassman Wealth Services
Virginia
$4K +$60 +4 +2%
OFG
203
Oxford Financial Group
Indiana
$3K +$3K +211 New
AA
204
Ancora Advisors
Ohio
$2K – – –
PFA
205
Professional Financial Advisors
Nebraska
$2K – – –
AWM
206
Atticus Wealth Management
Florida
$2K – – –
PSC
207
Piper Sandler & Co
Minnesota
$2K +$2K +100 New
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$323 +$5 +332 +2%
FGAM
209
Financial Gravity Asset Management
Texas
$118 -$7 -2 -6%
WIM
210
Westside Investment Management
California
$3 – – –
FANJ
211
Financial Architects (New Jersey)
New Jersey
– -$1.28M -75,459 Closed
HW
212
Hedeker Wealth
Illinois
– -$1.18M -69,455 Closed
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
– -$803K -47,439 Closed
HWM
214
Howard Wealth Management
Connecticut
– -$615K -36,405 Closed
GWM
215
Greenwich Wealth Management
Connecticut
– -$489K -28,927 Closed
CG
216
Colony Group
Massachusetts
– -$242K -14,302 Closed
BSA
217
Bull Street Advisors
Georgia
– -$212K -12,500 Closed
WAP
218
Wealthcare Advisory Partners
Pennsylvania
– -$207K -12,215 Closed
WA
219
WBH Advisory
Maryland
– -$164K -10,450 Closed
DAS
220
Dynamic Advisor Solutions
Arizona
– -$173K -10,237 Closed
CC
221
Commons Capital
Massachusetts
– -$166K -9,838 Closed
FAG
222
Fortitude Advisory Group
Washington
– -$38K -2,220 Closed
OCM
223
Orion Capital Management
California
– -$34K -2,000 Closed
FFA
224
Freedman Financial Associates
Massachusetts
– -$31K -1,850 Closed
TLCM
225
Twin Lakes Capital Management
California
– -$25K -1,500 Closed
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