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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.

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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$11.4M
2
AWS
2
AJ Wealth Strategies
New York
$1.02M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.67M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$47K
5
IAN
5
Integrated Advisors Network
Texas
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.7M 2,876,579 +328,491 +13%
Bank of America
2
Bank of America
North Carolina
$30.5M 1,960,828 -36,331 -2%
LPL Financial
3
LPL Financial
California
$19.4M 1,245,506 +52,856 +4%
AWAG
4
ARS Wealth Advisors Group
Florida
$16.3M 1,048,276 -10,384 -1%
Wells Fargo
5
Wells Fargo
California
$11.4M 730,367 -463,968 -39%
UBS Group
6
UBS Group
Switzerland
$10.4M 666,825 -183,081 -22%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$9.05M 582,530 +555,639 +2,066%
EW
8
Evoke Wealth
California
$7.71M 496,104 +156,831 +46%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.67M 365,098 +19,006 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.67M 364,628 -221,063 -38%
CL
11
CIM LLC
New York
$5.35M 339,747 +20,554 +6%
CFO
12
Custos Family Office
Texas
$5.26M 338,137 +25,018 +8%
NSIM
13
North Star Investment Management
Illinois
$4.7M 302,270 +3,583 +1%
GI
14
Gradient Investments
Minnesota
$4.32M 277,953 +385 +0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.98M 256,255 +18,329 +8%
FCA
16
FinTrust Capital Advisors
South Carolina
$3.56M 220,516 -21,878 -9%
AP
17
Appleton Partners
Massachusetts
$3.31M 212,740 -101,173 -32%
SWIG
18
Strategic Wealth Investment Group
Kentucky
$3.27M 210,702 -64,543 -23%
SIS
19
Sound Income Strategies
Florida
$2.97M 191,067 -24,120 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.86M 184,390 -62,433 -25%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$2.64M 169,829 +18,026 +12%
AWM
22
Accel Wealth Management
Iowa
$2.62M 164,943 -12,717 -7%
PAG
23
Private Advisor Group
New Jersey
$2.56M 164,858 +134,433 +442%
Ameriprise
24
Ameriprise
Minnesota
$2.55M 170,365 -54,494 -24%
FIM
25
Freedom Investment Management
Connecticut
$2.47M 158,870 +7,412 +5%
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