PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

175 hedge funds and large institutions have $293M invested in Invesco Financial Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
45
Closed
19
Calls
$3.07M
Puts
$222K
Net Calls
+$2.85M
Net Calls Change
+$636K

Top Buyers

1
BWM
1
BT Wealth Management
Georgia
$8.19M
2
CL
2
CIM LLC
New York
$6.55M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.7M
4
MWA
4
MFA Wealth Advisors
Pennsylvania
$3.42M
5
LPL Financial
5
LPL Financial
California
$19.9M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$0
2
TA
2
TCG Advisors
Texas
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$1.13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
26
Paradigm Financial Advisors
Missouri
$2.23M -$162K -8,662 -7%
ETC
27
Exchange Traded Concepts
Oklahoma
$2.2M +$2.2M +117,568 New
Stifel Financial
28
Stifel Financial
Missouri
$2.09M +$5.32K +284 +0.3%
KAS
29
Kestra Advisory Services
Texas
$2.06M +$2.06M +109,743 New
MA
30
Mutual Advisors
Nebraska
$2.03M -$3.54K -189 -0.2%
Renaissance Technologies
31
Renaissance Technologies
New York
$2.03M +$1M +53,600 +98%
LNC
32
Lincoln National Corp
Pennsylvania
$1.98M +$140K +7,473 +8%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.86M -$292K -15,576 -14%
CTA
34
Chesley Taft & Associates
Illinois
$1.83M -$33.7K -1,800 -2%
FHA
35
Flagship Harbor Advisors
Massachusetts
$1.76M +$177K +9,472 +11%
IAN
36
Integrated Advisors Network
Texas
$1.62M +$920K +49,070 +132%
FANJ
37
Financial Architects (New Jersey)
New Jersey
$1.52M +$112 +6 +0%
KFC
38
Klingenstein Fields & Co
New York
$1.23M -$3.75K -200 -0.3%
GC
39
Guggenheim Capital
Illinois
$1.2M -$233K -12,443 -16%
NL
40
NWAM LLC
Washington
$1.2M +$256K +13,655 +27%
UCFA
41
United Capital Financial Advisors
Texas
$1.13M -$838K -44,720 -43%
SFS
42
Sowell Financial Services
Arkansas
$1.08M – – –
BAAM
43
Baker Avenue Asset Management
California
$1.03M – – –
DIP
44
DT Investment Partners
Pennsylvania
$1M -$95.8K -5,110 -9%
Citadel Advisors
45
Citadel Advisors
Florida
$995K +$713K +38,039 +253%
NA
46
NewEdge Advisors
Louisiana
$964K +$475K +25,355 +97%
AAS
47
Avantax Advisory Services
Texas
$911K +$617K +32,943 +209%
SWP
48
Stratos Wealth Partners
Ohio
$849K +$4.89K +261 +0.6%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$807K -$72.6K -3,875 -8%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$789K -$504K – –
1
2
3 4 5