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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

178 hedge funds and large institutions have $172M invested in Invesco Financial Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
50
Reduced
51
Closed
17
Calls
$225K
Puts
$15K
Net Calls
+$210K
Net Calls Change
-$140K

Top Buyers

1
SA
1
Sanctuary Advisors
Indiana
$1.35M
2
RH
2
RFG Holdings
Texas
$13.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.18M
4
Citadel Advisors
4
Citadel Advisors
Florida
$689K
5
RSS
5
Rosenblum Silverman Sutton
California
$443K

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$30K
2
EW
2
Evoke Wealth
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.15M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
Bank of America
5
Bank of America
North Carolina
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.9M 1,960,247 -49,294 -2%
LPL Financial
2
LPL Financial
California
$17.3M 1,173,766 -50,627 -4%
RH
3
RFG Holdings
Texas
$13.9M 945,977 +79,488 +9%
Wells Fargo
4
Wells Fargo
California
$11.8M 803,760 +27,394 +4%
Bank of America
5
Bank of America
North Carolina
$10.1M 683,152 -64,949 -9%
PAG
6
Private Advisor Group
New Jersey
$9.69M 657,695 -37,517 -5%
UBS Group
7
UBS Group
Switzerland
$6.61M 448,824 +27,951 +7%
CL
8
CIM LLC
New York
$6.28M 406,390 +10,263 +3%
NSIM
9
North Star Investment Management
Illinois
$4.41M 299,136 -2,916 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.19M 216,376 +1,649 +0.8%
Ameriprise
11
Ameriprise
Minnesota
$3.15M 214,075 -133,147 -38%
IRC
12
Investors Research Corp
Georgia
$2.31M 156,533 +20,117 +15%
Stifel Financial
13
Stifel Financial
Missouri
$2.27M 153,963 +12,691 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.18M 148,138 +48,363 +48%
IAN
15
Integrated Advisors Network
Texas
$1.85M 125,428 +4,993 +4%
Jane Street
16
Jane Street
New York
$1.77M 120,225 -24,742 -17%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.65M 111,953 +1,751 +2%
FMB
18
Field & Main Bank
Kentucky
$1.57M 106,377 +4,241 +4%
AWM
19
Accel Wealth Management
Iowa
$1.56M 106,120 -6,802 -6%
PFS
20
Prospera Financial Services
Texas
$1.51M 102,672 -2,169 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.47M 99,769 -4,831 -5%
SA
22
Sanctuary Advisors
Indiana
$1.35M 92,416 +92,416 New
SCM
23
Sterneck Capital Management
Missouri
$1.32M 89,555 +10,667 +14%
MFG
24
Magnus Financial Group
New York
$1.14M 77,690 +1,217 +2%
KAS
25
Kestra Advisory Services
Texas
$1.13M 76,586 +27,780 +57%
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