Invesco Financial Preferred ETF
PGF
182 hedge funds and large institutions have $181M invested in Invesco Financial Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 68 reducing their positions, and 24 closing their positions.
4,450% more call options, than puts
Call options by funds: $273K | Put options by funds: $6K
8% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 24
1% less funds holding
Funds holding: 184 → 182 (-2)
1.78% less ownership
Funds ownership: 21.12% → 19.34% (-1.8%)
13% less capital invested
Capital invested by funds: $208M → $181M (-$26.9M)
46% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 68
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.63M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.39M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.36M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$802K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFO
Custos Family Office
Austin,
Texas
|
-$8.84M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$6.44M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$6.04M |
| 4 |
Morgan Stanley
New York
|
-$4.43M |
| 5 |
Jane Street
New York
|
-$3.89M |
PGF Hedge Fund Activity: Q4 2023 in Review
182 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q4 2023, worth a combined $181M — down 13% from $208M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of PGF and 22 opened new positions — a net loss of 2 holders — while 68 trimmed existing stakes and 37 added.
The largest buyer was Old Mission Capital, adding an estimated $1.63M. The largest seller was Custos Family Office, exiting entirely with an estimated $8.84M sold.
- 182 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q4 2023, down from 184 in Q3 2023.
- Funds reported $181M of Invesco Financial Preferred ETF stock for Q4 2023, down 13% quarter-over-quarter.
- 22 funds opened new Invesco Financial Preferred ETF positions in Q4 2023 and 24 closed out, a net change of -2 holders.
- The largest Invesco Financial Preferred ETF buyer in Q4 2023 was Old Mission Capital, an estimated $1.63M added.
- The largest Invesco Financial Preferred ETF seller in Q4 2023 was Custos Family Office, an estimated $8.84M sold.
Based on aggregated 13F filings for Q4 2023.