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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $208M invested in Invesco Financial Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.27M
2
Bank of America
2
Bank of America
North Carolina
$15.4M
3
Ameriprise
3
Ameriprise
Minnesota
$4.08M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$832K
5
CFO
5
Custos Family Office
Texas
$8.84M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$0
2
BFS
2
Bard Financial Services
Connecticut
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$175K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
FCA
5
FinTrust Capital Advisors
South Carolina
$356K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.3M 2,366,928 -24,144 -1%
LPL Financial
2
LPL Financial
California
$15.7M 1,114,289 -22,264 -2%
Bank of America
3
Bank of America
North Carolina
$15.4M 1,096,649 +113,610 +12%
Wells Fargo
4
Wells Fargo
California
$10.9M 775,292 -32,775 -4%
PAG
5
Private Advisor Group
New Jersey
$9.65M 686,623 +12,050 +2%
CFO
6
Custos Family Office
Texas
$8.84M 628,742 +49,576 +9%
Truist Financial
7
Truist Financial
North Carolina
$7.28M 517,698 +36,704 +8%
EW
8
Evoke Wealth
California
$6.78M 482,154 +175 +0%
Jane Street
9
Jane Street
New York
$6.27M 446,061 +134,798 +43%
UBS Group
10
UBS Group
Switzerland
$5.55M 394,920 -18,325 -4%
SWIG
11
Strategic Wealth Investment Group
Kentucky
$5.45M 387,553 +20,307 +6%
CL
12
CIM LLC
New York
$5.21M 370,378 +21,788 +6%
NSIM
13
North Star Investment Management
Illinois
$4.6M 327,011 -6,327 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.28M 304,214 -56,324 -16%
Ameriprise
15
Ameriprise
Minnesota
$4.08M 290,299 +59,496 +26%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.42M 172,180 +41,612 +32%
AWM
17
Accel Wealth Management
Iowa
$2.21M 156,931 -5,021 -3%
BAAM
18
Baker Avenue Asset Management
California
$2.09M 148,609 +13,678 +10%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.94M 137,951 -12,035 -8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.87M 132,679 -3,615 -3%
PFS
21
Prospera Financial Services
Texas
$1.85M 131,659 -4,397 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.64M 116,384 +691 +0.6%
GC
23
Guggenheim Capital
Illinois
$1.63M 115,695 -21,892 -16%
IRC
24
Investors Research Corp
Georgia
$1.59M 112,959 +9,938 +10%
FIM
25
Freedom Investment Management
Connecticut
$1.44M 102,741 -21,351 -17%
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