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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 %
CIA
51
Capital Investment Advisors
Georgia
$783K -$3.28K -175 -0.4%
ACP
52
Ashfield Capital Partners
California
$779K +$2.81K +150 +0.4%
GWM
53
Greenwich Wealth Management
Connecticut
$768K -$6.52K -348 -0.8%
Truist Financial
54
Truist Financial
North Carolina
$757K +$214K +11,417 +39%
FMB
55
Field & Main Bank
Kentucky
$752K -$117K -6,250 -13%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$699K – – –
FSA
57
Fort Sheridan Advisors
Illinois
$690K – – –
PA
58
Pinnacle Associates
New York
$671K -$1.18K -63 -0.2%
AAP
59
Arax Advisory Partners
Colorado
$644K -$74.9K -4,000 -10%
SPC
60
Sigma Planning Corp
Michigan
$642K +$108K +5,735 +20%
GAM
61
Gould Asset Management
California
$610K +$13.8K +735 +2%
CG
62
Colony Group
Massachusetts
$597K – – –
KOMWMG
63
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$592K -$11.4K -607 -2%
PMG
64
ProVise Management Group
Florida
$579K – – –
DADC
65
D.A. Davidson & Co
Montana
$571K – – –
CK
66
Cohen Klingenstein
New York
$562K – – –
Creative Planning
67
Creative Planning
Kansas
$537K +$5.06K +270 +1%
BMA
68
Brooks Moore & Associates
Tennessee
$532K -$30K -1,600 -5%
BRWA
69
B. Riley Wealth Advisors
Florida
$522K +$194K +10,550 +59%
RM
70
Resource Management
Louisiana
$506K +$506K +27,000 New
EFS
71
Essex Financial Services
Connecticut
$505K +$144K +7,698 +40%
PAS
72
Partnervest Advisory Services
California
$503K +$503K +26,825 New
JPLA
73
Joseph P. Lucia & Associates
New York
$498K -$3.28K -175 -0.7%
EWM
74
Endurance Wealth Management
Rhode Island
$485K +$31.9K +1,700 +7%
SAM
75
Secure Asset Management
Michigan
$484K -$107K -5,718 -18%
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