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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
Bank of America
2
Bank of America
North Carolina
$33.8M
3
AWS
3
AJ Wealth Strategies
New York
$6M
4
LPL Financial
4
LPL Financial
California
$20.2M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$6K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.1M 2,548,088 -1,303,294 -34%
Bank of America
2
Bank of America
North Carolina
$33.8M 1,997,159 -375,837 -16%
Wells Fargo
3
Wells Fargo
California
$20.2M 1,194,335 -81,492 -6%
LPL Financial
4
LPL Financial
California
$20.2M 1,192,650 -140,827 -11%
AWAG
5
ARS Wealth Advisors Group
Florida
$17.9M 1,058,660 -23,939 -2%
UBS Group
6
UBS Group
Switzerland
$14.4M 849,906 -15,590 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.91M 585,691 +89,270 +18%
AWS
8
AJ Wealth Strategies
New York
$6M 354,550 -285,153 -45%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.86M 346,092 +30,963 +10%
EW
10
Evoke Wealth
California
$5.74M 339,273 -29,122 -8%
AP
11
Appleton Partners
Massachusetts
$5.31M 313,913 -2,780 -0.9%
CFO
12
Custos Family Office
Texas
$5.3M 313,119 +313,119 New
CL
13
CIM LLC
New York
$5.16M 319,193 -12,762 -4%
NSIM
14
North Star Investment Management
Illinois
$5.05M 298,687 -71,950 -19%
GI
15
Gradient Investments
Minnesota
$4.7M 277,568 -30,103 -10%
SWIG
16
Strategic Wealth Investment Group
Kentucky
$4.66M 275,245 +19,951 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.18M 246,823 -97,525 -28%
FCA
18
FinTrust Capital Advisors
South Carolina
$4.1M 242,394 -16,034 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.03M 237,926 -29,252 -11%
Ameriprise
20
Ameriprise
Minnesota
$3.81M 224,859 +224,859 New
Renaissance Technologies
21
Renaissance Technologies
New York
$3.66M 216,300 +183,900 +568%
SIS
22
Sound Income Strategies
Florida
$3.64M 215,187 +41,108 +24%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$3.49M 206,418 +166,472 +417%
IAN
24
Integrated Advisors Network
Texas
$3.48M 205,377 -50,445 -20%
Stifel Financial
25
Stifel Financial
Missouri
$3.33M 196,968 -5,225 -3%
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