PGF icon

Invesco Financial Preferred ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.5M 2,814,688 +162,673 +6%
Bank of America
2
Bank of America
North Carolina
$27.7M 1,921,738 +93,343 +5%
LPL Financial
3
LPL Financial
California
$16.4M 1,139,637 -108,187 -9%
Jane Street
4
Jane Street
New York
$15.9M 1,105,940 +1,016,938 +1,143%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$10.3M 717,149 +121,346 +20%
Wells Fargo
6
Wells Fargo
California
$9.67M 671,395 -51,237 -7%
EW
7
Evoke Wealth
California
$7.06M 489,994 -1,539 -0.3%
UBS Group
8
UBS Group
Switzerland
$6.35M 440,697 -190,659 -30%
CFO
9
Custos Family Office
Texas
$6.31M 438,109 +89,714 +26%
CL
10
CIM LLC
New York
$5.36M 338,662 +11,752 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.36M 371,867 -40,926 -10%
NSIM
12
North Star Investment Management
Illinois
$4.95M 343,645 +6,006 +2%
SWIG
13
Strategic Wealth Investment Group
Kentucky
$4.14M 262,323 +26,651 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.77M 261,760 -88,956 -25%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.43M 238,232 -16,980 -7%
JAM
16
Jacobs Asset Management
New York
$2.74M 190,000 +118,570 +166%
Ameriprise
17
Ameriprise
Minnesota
$2.55M 178,817 +15,189 +9%
Cohen & Steers
18
Cohen & Steers
New York
$2.22M 154,032 +154,032 New
AWM
19
Accel Wealth Management
Iowa
$2.21M 153,537 -13,665 -8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.11M 146,620 +114,398 +355%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.04M 141,469 -5,140 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.02M 140,004 -20,930 -13%
PFS
23
Prospera Financial Services
Texas
$1.97M 136,957 +4,845 +4%
FIM
24
Freedom Investment Management
Connecticut
$1.73M 120,421 -22,078 -15%
Stifel Financial
25
Stifel Financial
Missouri
$1.69M 117,677 -6,260 -5%