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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

186 hedge funds and large institutions have $223M invested in Invesco Financial Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 44 closing their positions.

Holders
186
Holders Change
-38
Holders Change %
-16.96%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
53
Reduced
61
Closed
44
Calls
$244K
Puts
$364K
Net Calls
-$120K
Net Calls Change
-$316K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$14.1M
2
Wells Fargo
2
Wells Fargo
California
$12.6M
3
PAG
3
Private Advisor Group
New Jersey
$9.45M
4
CFO
4
Custos Family Office
Texas
$8.05M
5
BAAM
5
Baker Avenue Asset Management
California
$1.74M

Top Sellers

1
Jane Street
1
Jane Street
New York
$777K
2
Bank of America
2
Bank of America
North Carolina
$12.6M
3
JAM
3
Jacobs Asset Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$463K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
201
Milestone Asset Management
Pennsylvania
– -$322K -20,243 Closed
TWP
202
Tempus Wealth Planning
California
– -$288K -20,000 Closed
IWA
203
IBEX Wealth Advisors
New Jersey
– -$206K -14,288 Closed
RIA
204
Regal Investment Advisors
Michigan
– -$195K -13,540 Closed
AWS
205
Atria Wealth Solutions
New York
– -$177K -12,293 Closed
SAM
206
Synergy Asset Management
Washington
– -$176K -12,200 Closed
BRWA
207
B. Riley Wealth Advisors
Florida
– -$169K -11,720 Closed
BB
208
Busey Bank
Illinois
– -$159K -11,054 Closed
AFM
209
Abbot Financial Management
Massachusetts
– -$158K -10,950 Closed
AWM
210
Aprio Wealth Management
Georgia
– -$153K -10,605 Closed
WEPOG
211
Wealth Enhancement & Preservation of GA
Georgia
– -$148K -10,289 Closed
AF
212
Affiance Financial
Minnesota
– -$124K -8,622 Closed
SC
213
SouthState Corp
Florida
– -$115K -7,965 Closed
PIMG
214
Patriot Investment Management Group
Tennessee
– -$98.7K -6,158 Closed
NL
215
NVWM LLC
Pennsylvania
– -$57.7K -4,005 Closed
ZIG
216
Zullo Investment Group
Pennsylvania
– -$43.2K -3,000 Closed
RFG
217
RFP Financial Group
Georgia
– -$36.7K -2,550 Closed
HB
218
Horizon Bancorp
Indiana
– -$27K -1,894 Closed
CA
219
Clearstead Advisors
Ohio
– -$17.3K -1,200 Closed
WHG
220
Westwood Holdings Group
Texas
– -$14K -1,000 Closed
TWM
221
Tradition Wealth Management
Minnesota
– -$14K -974 Closed
S
222
SignatureFD
Georgia
– -$7.92K -550 Closed
GEA
223
Glen Eagle Advisors
New Jersey
– -$7.2K -500 Closed
Citigroup
224
Citigroup
New York
– -$7.2K -500 Closed
IGWM
225
ICA Group Wealth Management
Colorado
– -$2.88K -200 Closed
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