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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

215 hedge funds and large institutions have $403M invested in Invesco Financial Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 11 closing their positions.

Holders
215
Holders Change
+24
Holders Change %
+12.57%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
35
Increased
69
Reduced
67
Closed
11
Calls
$198K
Puts
$659K
Net Calls
-$461K
Net Calls Change
+$868K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.7M
2
AWS
2
AJ Wealth Strategies
New York
$12M
3
CAGAS
3
Capital Advisory Group Advisory Services
Minnesota
$2.04M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.34M
5
Wells Fargo
5
Wells Fargo
California
$24M

Top Sellers

1
BWM
1
BT Wealth Management
Georgia
$2.82M
2
GI
2
Glovista Investments
New Jersey
$0
3
KAS
3
Kestra Advisory Services
Texas
$2.07M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.03M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
26
Asset Management One
Japan
$2.95M -$230K -12,298 -7%
BWM
27
BT Wealth Management
Georgia
$2.82M -$6.51M -345,808 -70%
FIM
28
Freedom Investment Management
Connecticut
$2.81M +$94.1K +5,000 +3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.77M -$63.3K -3,364 -2%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.49M -$40.6K -2,158 -2%
PFS
31
Prospera Financial Services
Texas
$2.41M +$155K +8,250 +7%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$2.4M -$611K -32,710 -20%
KAS
33
Kestra Advisory Services
Texas
$2.07M -$1.23M -65,332 -37%
CAGAS
34
Capital Advisory Group Advisory Services
Minnesota
$2.04M +$2.04M +135,768 +39,353%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.96M -$158K -8,400 -7%
MA
36
Mutual Advisors
Nebraska
$1.91M +$2.99K +159 +0.2%
WAM
37
Walker Asset Management
Missouri
$1.78M +$1.78M +94,353 New
SFS
38
Sowell Financial Services
Arkansas
$1.7M +$324K +17,228 +24%
DIP
39
DT Investment Partners
Pennsylvania
$1.61M +$33.4K +1,775 +2%
LC
40
Lindbrook Capital
California
$1.58M +$1.58M +83,930 New
HighTower Advisors
41
HighTower Advisors
Illinois
$1.53M -$27.2K -1,447 -2%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$1.44M +$113 +6 +0%
SI
43
Stephens Inc
Arkansas
$1.42M +$641K +34,082 +83%
FHA
44
Flagship Harbor Advisors
Massachusetts
$1.38M -$296K -15,712 -18%
HW
45
Hedeker Wealth
Illinois
$1.36M -$17.9K -952 -1%
HIP
46
HUB Investment Partners
Texas
$1.33M -$7.96K -423 -0.6%
Truist Financial
47
Truist Financial
North Carolina
$1.29M +$68.1K +3,617 +6%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.28M +$75.3K +4,001 +6%
CRI
49
Colonial River Investments
Virginia
$1.1M +$1.1M +58,300 New
FMB
50
Field & Main Bank
Kentucky
$1.09M +$32.5K +1,725 +3%
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