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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

172 hedge funds and large institutions have $177M invested in Invesco Financial Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
52
Reduced
51
Closed
19
Calls
$150K
Puts
$192K
Net Calls
-$42K
Net Calls Change
-$194K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.3M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$2.13M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$2.13M
4
Raymond James Financial
4
Raymond James Financial
Florida
$1.68M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.2M

Top Sellers

1
RH
1
RFG Holdings
Texas
$1.49M
2
CL
2
CIM LLC
New York
$3.64M
3
Ameriprise
3
Ameriprise
Minnesota
$1.24M
4
Asset Management One
4
Asset Management One
Japan
$0
5
PAG
5
Private Advisor Group
New Jersey
$6.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.2M 1,869,771 -3,513 -0.2%
LPL Financial
2
LPL Financial
California
$17.3M 1,191,738 -60,386 -5%
Bank of America
3
Bank of America
North Carolina
$15.3M 1,051,915 +371,732 +55%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.2M 975,027 +101,779 +12%
Wells Fargo
5
Wells Fargo
California
$11.4M 786,813 +24,526 +3%
UBS Group
6
UBS Group
Switzerland
$9.25M 635,889 +70,085 +12%
PAG
7
Private Advisor Group
New Jersey
$6.7M 460,620 -75,734 -14%
EW
8
Evoke Wealth
California
$4.43M 304,703 +10,877 +4%
NSIM
9
North Star Investment Management
Illinois
$4.34M 298,002 -3,421 -1%
CL
10
CIM LLC
New York
$3.64M 250,510 -157,133 -39%
IRC
11
Investors Research Corp
Georgia
$3.03M 207,910 +27,511 +15%
Stifel Financial
12
Stifel Financial
Missouri
$2.42M 166,007 +13,710 +9%
IAN
13
Integrated Advisors Network
Texas
$2.3M 158,340 +19,066 +14%
BCI
14
Brinker Capital Investments
Pennsylvania
$2.13M 185,065 +185,065 New
OPS
15
Orion Portfolio Solutions
Nebraska
$2.13M 185,065 +185,065 New
Osaic Holdings
16
Osaic Holdings
Arizona
$2.09M 143,679 +1,943 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.01M 138,124 -14,472 -9%
SCM
18
Sterneck Capital Management
Missouri
$1.7M 117,173 +24,928 +27%
Raymond James Financial
19
Raymond James Financial
Florida
$1.68M 115,154 +115,154 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.53M 105,029 -1,646 -2%
PFS
21
Prospera Financial Services
Texas
$1.51M 103,724 -6,907 -6%
RH
22
RFG Holdings
Texas
$1.49M 102,383 -802,178 -89%
FMB
23
Field & Main Bank
Kentucky
$1.35M 92,821 -5,025 -5%
SA
24
Sanctuary Advisors
Indiana
$1.27M 85,700 +5,445 +7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.24M 85,104 -15,596 -15%
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