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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

191 hedge funds and large institutions have $396M invested in Invesco Financial Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
191
Holders Change
-13
Holders Change %
-6.37%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
81
Reduced
46
Closed
18
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
+$291K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$74M
2
AWS
2
AJ Wealth Strategies
New York
$8.46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.38M
4
SIS
4
Sound Income Strategies
Florida
$2.42M
5
HW
5
Hedeker Wealth
Illinois
$1.39M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
FGAM
4
Financial Gravity Asset Management
Texas
$19K
5
CRI
5
Colonial River Investments
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
26
Asset Management One
Japan
$3.22M -$113K -5,941 -3%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$3.05M -$16.1K -853 -0.5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.85M +$53.1K +2,801 +2%
LNC
29
Lincoln National Corp
Pennsylvania
$2.78M +$129K +6,811 +5%
FIM
30
Freedom Investment Management
Connecticut
$2.73M +$27.5K +1,449 +1%
AWM
31
Accel Wealth Management
Iowa
$2.71M +$360K +18,991 +15%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.55M +$45.9K +2,421 +2%
SIS
33
Sound Income Strategies
Florida
$2.42M +$1.57M +82,864 +185%
PFS
34
Prospera Financial Services
Texas
$2.27M +$3.03K +160 +0.1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.13M -$35.8K -1,887 -2%
MA
36
Mutual Advisors
Nebraska
$1.92M +$29.9K +1,580 +2%
FHA
37
Flagship Harbor Advisors
Massachusetts
$1.72M – – –
DIP
38
DT Investment Partners
Pennsylvania
$1.58M +$35.6K +1,878 +2%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.57M +$1.19M +62,660 +308%
FANJ
40
Financial Architects (New Jersey)
New Jersey
$1.45M -$15K -794 -1%
HW
41
Hedeker Wealth
Illinois
$1.39M +$1.39M +73,166 New
SFS
42
Sowell Financial Services
Arkansas
$1.38M – – –
HIP
43
HUB Investment Partners
Texas
$1.35M +$51K +2,693 +4%
Truist Financial
44
Truist Financial
North Carolina
$1.23M +$533K +28,134 +76%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.21M +$338K +17,814 +39%
RG
46
Retirement Group
California
$1.15M -$37.7K -1,990 -3%
PP
47
Prudential plc
United Kingdom
$1.14M – – –
KFC
48
Klingenstein Fields & Co
New York
$1.12M -$112K -5,900 -9%
FMB
49
Field & Main Bank
Kentucky
$1.06M +$188K +9,900 +21%
PFA
50
Paradigm Financial Advisors
Missouri
$1.05M -$46K -2,430 -4%
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