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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

205 hedge funds and large institutions have $267M invested in Invesco Financial Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 27 closing their positions.

Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
50
Reduced
71
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$2.93M
2
PAG
2
Private Advisor Group
New Jersey
$4.13M
3
SFS
3
Sowell Financial Services
Arkansas
$1.36M
4
WA
4
Waverly Advisors
Alabama
$1.25M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.59M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$72K
2
Morgan Stanley
2
Morgan Stanley
New York
$39.9M
3
Bank of America
3
Bank of America
North Carolina
$27.5M
4
HIP
4
HUB Investment Partners
Texas
$0
5
RJA
5
Raymond James & Associates
Florida
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.9M 2,652,015 -224,564 -8%
Bank of America
2
Bank of America
North Carolina
$27.5M 1,828,395 -132,433 -7%
LPL Financial
3
LPL Financial
California
$18.8M 1,247,824 +2,318 +0.2%
AWAG
4
ARS Wealth Advisors Group
Florida
$15.4M 1,025,903 -22,373 -2%
Wells Fargo
5
Wells Fargo
California
$10.9M 722,632 -7,735 -1%
UBS Group
6
UBS Group
Switzerland
$9.5M 631,356 -35,469 -5%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$8.96M 595,803 +13,273 +2%
EW
8
Evoke Wealth
California
$7.39M 491,533 -4,571 -0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.21M 412,793 +48,165 +13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.28M 350,716 -14,382 -4%
CFO
11
Custos Family Office
Texas
$5.24M 348,395 +10,258 +3%
NSIM
12
North Star Investment Management
Illinois
$5.08M 337,639 +35,369 +12%
CL
13
CIM LLC
New York
$4.66M 326,910 -12,837 -4%
PAG
14
Private Advisor Group
New Jersey
$4.13M 274,663 +109,805 +67%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.84M 255,212 -1,043 -0.4%
SWIG
16
Strategic Wealth Investment Group
Kentucky
$3.55M 235,672 +24,970 +12%
SIS
17
Sound Income Strategies
Florida
$3.05M 202,928 +11,861 +6%
AWS
18
AJ Wealth Strategies
New York
$2.93M 194,981 +129,210 +196%
FCA
19
FinTrust Capital Advisors
South Carolina
$2.86M 195,900 -24,616 -11%
AP
20
Appleton Partners
Massachusetts
$2.82M 187,516 -25,224 -12%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$2.71M 179,979 +10,150 +6%
AWM
22
Accel Wealth Management
Iowa
$2.55M 167,202 +2,259 +1%
Ameriprise
23
Ameriprise
Minnesota
$2.46M 163,628 -6,737 -4%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.42M 160,934 -23,456 -13%
LNC
25
Lincoln National Corp
Pennsylvania
$2.38M 157,933 +12,372 +8%
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