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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

173 hedge funds and large institutions have $246M invested in Invesco Financial Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
57
Reduced
45
Closed
27
Calls
$3.01M
Puts
$802K
Net Calls
+$2.21M
Net Calls Change
+$3.49M

Top Buyers

1
AWA
1
ARS Wealth Advisors
Florida
$16.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.34M
4
LPL Financial
4
LPL Financial
California
$16M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.54M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$52K
2
Wolverine Trading
2
Wolverine Trading
Illinois
$433K
3
ACP
3
Aviance Capital Partners
Florida
$0
4
Jane Street
4
Jane Street
New York
$0
5
XS
5
XR Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
26
Chesley Taft & Associates
Illinois
$1.78M -$48.3K -2,700 -3%
LNC
27
Lincoln National Corp
Pennsylvania
$1.76M +$183K +10,202 +12%
EW
28
Evoke Wealth
California
$1.69M +$251K +14,000 +17%
PFS
29
Prospera Financial Services
Texas
$1.61M +$129K +7,200 +9%
FHA
30
Flagship Harbor Advisors
Massachusetts
$1.52M -$2.43K -136 -0.2%
FANJ
31
Financial Architects (New Jersey)
New Jersey
$1.45M +$3.17K +177 +0.2%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$1.43M -$46.4K -2,590 -3%
GC
33
Guggenheim Capital
Illinois
$1.37M -$234K -13,070 -15%
TA
34
TCG Advisors
Texas
$1.26M +$352K +19,692 +39%
KFC
35
Klingenstein Fields & Co
New York
$1.17M +$12.5K +700 +1%
DIP
36
DT Investment Partners
Pennsylvania
$1.05M -$10.2K -568 -1%
SFS
37
Sowell Financial Services
Arkansas
$1.04M – – –
BAAM
38
Baker Avenue Asset Management
California
$982K -$3.22K -180 -0.3%
Renaissance Technologies
39
Renaissance Technologies
New York
$976K +$976K +54,500 New
NL
40
NWAM LLC
Washington
$904K +$904K +50,502 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$841K +$44.5K +2,486 +6%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$837K -$83.7K -4,677 -9%
FMB
43
Field & Main Bank
Kentucky
$830K +$830K +46,390 New
SWP
44
Stratos Wealth Partners
Ohio
$806K -$1.63K -91 -0.2%
CIA
45
Capital Investment Advisors
Georgia
$751K – – –
ACP
46
Ashfield Capital Partners
California
$741K – – –
GWM
47
Greenwich Wealth Management
Connecticut
$740K -$4.53K -253 -0.6%
AAP
48
Arax Advisory Partners
Colorado
$687K -$26.7K -1,491 -4%
IAN
49
Integrated Advisors Network
Texas
$667K +$667K +37,250 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$665K +$13.8K +770 +2%
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