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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

182 hedge funds and large institutions have $211M invested in Invesco Financial Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 24 closing their positions.

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
39
Reduced
67
Closed
24
Calls
$273K
Puts
$6K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.8M
2
OMC
2
Old Mission Capital
Illinois
$1.86M
3
Bank of America
3
Bank of America
North Carolina
$17.4M
4
PAG
4
Private Advisor Group
New Jersey
$11.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.08M

Top Sellers

1
CFO
1
Custos Family Office
Texas
$0
2
Truist Financial
2
Truist Financial
North Carolina
$835K
3
EW
3
Evoke Wealth
California
$729K
4
Jane Street
4
Jane Street
New York
$2.45M
5
BAAM
5
Baker Avenue Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.8M 4,099,946 +1,733,018 +73%
Bank of America
2
Bank of America
North Carolina
$17.4M 1,195,866 +99,217 +9%
LPL Financial
3
LPL Financial
California
$15.5M 1,061,347 -52,942 -5%
PAG
4
Private Advisor Group
New Jersey
$11.4M 784,132 +97,509 +14%
Wells Fargo
5
Wells Fargo
California
$10.9M 746,138 -29,154 -4%
UBS Group
6
UBS Group
Switzerland
$6.01M 412,408 +17,488 +4%
SWIG
7
Strategic Wealth Investment Group
Kentucky
$5.76M 394,734 +7,181 +2%
CL
8
CIM LLC
New York
$5.67M 377,049 +6,671 +2%
Ameriprise
9
Ameriprise
Minnesota
$5.07M 347,637 +57,338 +20%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.7M 322,183 +17,969 +6%
NSIM
11
North Star Investment Management
Illinois
$4.62M 316,597 -10,414 -3%
Jane Street
12
Jane Street
New York
$2.45M 167,829 -278,232 -62%
AWM
13
Accel Wealth Management
Iowa
$1.94M 132,765 -24,166 -15%
OMC
14
Old Mission Capital
Illinois
$1.86M 127,284 +116,818 +1,116%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.83M 125,799 -12,152 -9%
IRC
16
Investors Research Corp
Georgia
$1.81M 124,320 +11,361 +10%
PFS
17
Prospera Financial Services
Texas
$1.75M 119,955 -11,704 -9%
Stifel Financial
18
Stifel Financial
Missouri
$1.73M 118,697 +17,537 +17%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.72M 118,245 -14,434 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.67M 114,679 -57,501 -33%
GC
21
Guggenheim Capital
Illinois
$1.64M 112,761 -2,934 -3%
FIM
22
Freedom Investment Management
Connecticut
$1.56M 107,131 +4,390 +4%
IAN
23
Integrated Advisors Network
Texas
$1.48M 101,218 +959 +1%
SFS
24
Sowell Financial Services
Arkansas
$1.34M 92,090 – –
FMB
25
Field & Main Bank
Kentucky
$1.26M 86,462 +1,297 +2%
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