Invesco Financial Preferred ETF
PGF
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 21 closing their positions.
183% more call options, than puts
Call options by funds: $235K | Put options by funds: $83K
20% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 49
14% more capital invested
Capital invested by funds: $172M → $197M (+$24.7M)
1.55% more ownership
Funds ownership: 19.14% → 20.69% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 179 → 172 (-7)
24% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$13.2M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
+$4.46M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.78M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.42M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.84M |
| 2 |
Jane Street
New York
|
-$1.33M |
| 3 |
Morgan Stanley
New York
|
-$1.32M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$969K |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$804K |
PGF Hedge Fund Activity: Q3 2024 in Review
172 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q3 2024, worth a combined $197M — up 14% from $172M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of PGF and 16 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 59 added.
The largest buyer was JP Morgan Chase, adding an estimated $13.2M. The largest seller was Private Advisor Group, cutting an estimated $1.84M.
- 172 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q3 2024, down from 179 in Q2 2024.
- Funds reported $197M of Invesco Financial Preferred ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 16 funds opened new Invesco Financial Preferred ETF positions in Q3 2024 and 21 closed out, a net change of -5 holders.
- The largest Invesco Financial Preferred ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $13.2M added.
- The largest Invesco Financial Preferred ETF seller in Q3 2024 was Private Advisor Group, an estimated $1.84M sold.
Based on aggregated 13F filings for Q3 2024.