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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

172 hedge funds and large institutions have $197M invested in Invesco Financial Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 20 closing their positions.

Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
59
Reduced
49
Closed
20
Calls
$235K
Puts
$83K
Net Calls
+$152K
Net Calls Change
-$58K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.7M
2
EW
2
Evoke Wealth
California
$4.6M
3
UBS Group
3
UBS Group
Switzerland
$8.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.78M
5
LPL Financial
5
LPL Financial
California
$19.6M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$8.4M
2
Jane Street
2
Jane Street
New York
$508K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.39M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.3M 1,873,284 -86,963 -4%
LPL Financial
2
LPL Financial
California
$19.6M 1,252,124 +78,358 +7%
RH
3
RFG Holdings
Texas
$14.2M 904,561 -41,416 -4%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$13.7M 873,248 +869,482 +23,088%
Wells Fargo
5
Wells Fargo
California
$11.9M 762,287 -41,473 -5%
Bank of America
6
Bank of America
North Carolina
$10.7M 680,183 -2,969 -0.4%
UBS Group
7
UBS Group
Switzerland
$8.86M 565,804 +116,980 +26%
PAG
8
Private Advisor Group
New Jersey
$8.4M 536,354 -121,341 -18%
CL
9
CIM LLC
New York
$6.38M 407,643 +1,253 +0.3%
NSIM
10
North Star Investment Management
Illinois
$4.72M 301,423 +2,287 +0.8%
EW
11
Evoke Wealth
California
$4.6M 293,826 +293,826 New
Ameriprise
12
Ameriprise
Minnesota
$3.36M 214,761 +686 +0.3%
IRC
13
Investors Research Corp
Georgia
$2.83M 180,399 +23,866 +15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.39M 152,596 -63,780 -29%
Stifel Financial
15
Stifel Financial
Missouri
$2.38M 152,297 -1,666 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.22M 141,736 -6,402 -4%
IAN
17
Integrated Advisors Network
Texas
$2.18M 139,274 +13,846 +11%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.78M 113,420 +93,774 +477%
PFS
19
Prospera Financial Services
Texas
$1.73M 110,631 +7,959 +8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.67M 106,675 +6,906 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.58M 100,700 -11,253 -10%
FMB
22
Field & Main Bank
Kentucky
$1.53M 97,846 -8,531 -8%
SCM
23
Sterneck Capital Management
Missouri
$1.44M 92,245 +2,690 +3%
KAS
24
Kestra Advisory Services
Texas
$1.26M 80,535 +3,949 +5%
MFG
25
Magnus Financial Group
New York
$1.23M 78,822 +1,132 +1%
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