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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

224 hedge funds and large institutions have $250M invested in Invesco Financial Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
51
Reduced
81
Closed
15
Calls
$220K
Puts
$24K
Net Calls
+$196K
Net Calls Change
+$196K

Top Buyers

1
Jane Street
1
Jane Street
New York
$15.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.5M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.22M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$10.3M
5
JAM
5
Jacobs Asset Management
New York
$2.74M

Top Sellers

1
AWAG
1
ARS Wealth Advisors Group
Florida
$0
2
SIS
2
Sound Income Strategies
Florida
$21.8K
3
UBS Group
3
UBS Group
Switzerland
$6.35M
4
AWS
4
AJ Wealth Strategies
New York
$793K
5
FCA
5
FinTrust Capital Advisors
South Carolina
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
201
AlphaCore Capital
California
$7.2K – – –
GEA
202
Glen Eagle Advisors
New Jersey
$7.2K – – –
Citigroup
203
Citigroup
New York
$7.2K – – –
IFAM
204
Institutional & Family Asset Management
Colorado
$6.37K – – –
HWA
205
Heritage Wealth Advisors
Virginia
$5.53K – – –
CSC
206
Caldwell Sutter Capital
California
$4.77K +$4.77K +331 New
CA
207
CoreCap Advisors
Michigan
$4.58K +$4.58K +318 New
DSC
208
Duncker Streett & Co
Missouri
$4.19K – – –
TSWM
209
Tyler-Stone Wealth Management
Ohio
$4K – – –
AF
210
Allworth Financial
California
$3.96K – – –
CSPIA
211
Cary Street Partners Investment Advisory
Virginia
$3.79K +$3.79K +263 New
IGWM
212
ICA Group Wealth Management
Colorado
$2.88K +$2.88K +200 New
MCC
213
Money Concepts Capital
Florida
$2.45K +$2.45K +170 New
FA
214
Fiduciary Alliance
South Carolina
$2.41K +$2.41K +167 New
GWM
215
Geneos Wealth Management
Colorado
$2.16K – – –
AA
216
Ancora Advisors
Ohio
$2K – – –
IF
217
Integrity Financial
Wyoming
$1.93K +$1.93K +134 New
AWM
218
Atticus Wealth Management
Florida
$1.92K – – –
DAM
219
Delta Asset Management
Tennessee
$1.79K +$1.79K +124 New
MWM
220
MinichMacGregor Wealth Management
New York
$1.44K +$1.44K +100 New
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.44K +$1.44K +100 New
GI
222
Gradient Investments
Minnesota
$1.02K -$68K -4,726 -99%
RF
223
Robbins Farley
New Hampshire
$821 +$792 +55 +2,750%
WIM
224
Westside Investment Management
California
$3 – – –
AWAG
225
ARS Wealth Advisors Group
Florida
– -$15.4M -1,025,903 Closed
6 7 8
9
10