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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

209 hedge funds and large institutions have $394M invested in Invesco Financial Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
209
Holders Change
+34
Holders Change %
+19.43%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
70
Reduced
49
Closed
7
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
-$2.63M

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$36.5M
2
Wells Fargo
2
Wells Fargo
California
$19.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.18M
3
PP
3
Prudential plc
United Kingdom
$1.54M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
5
AAS
5
Avantax Advisory Services
Texas
$382K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
51
Sowell Financial Services
Arkansas
$1.16M 60,115 +2,300 +4%
GC
52
Guggenheim Capital
Illinois
$1.13M 58,785 -5,415 -8%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.07M 55,753 +18,633 +50%
GG
54
Golden Green
South Carolina
$1.06M 55,403 +55,403 New
NA
55
NewEdge Advisors
Louisiana
$977K 50,835 -611 -1%
NL
56
NWAM LLC
Washington
$954K 49,660 -14,497 -23%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$937K 48,765 +1,712 +4%
BAAM
58
Baker Avenue Asset Management
California
$848K 44,150 -10,700 -20%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$828K 43,117 +27 +0.1%
SWP
60
Stratos Wealth Partners
Ohio
$824K 42,886 -2,426 -5%
CIA
61
Capital Investment Advisors
Georgia
$814K 42,373 +617 +1%
ACP
62
Ashfield Capital Partners
California
$799K 41,572 – –
TSS
63
Two Sigma Securities
New York
$796K 41,423 +41,423 New
GWM
64
Greenwich Wealth Management
Connecticut
$788K 41,007 – –
FMB
65
Field & Main Bank
Kentucky
$783K 40,800 +660 +2%
UCFA
66
United Capital Financial Advisors
Texas
$781K 40,635 -19,601 -33%
SPC
67
Sigma Planning Corp
Michigan
$759K 39,520 +5,276 +15%
IA
68
IFP Advisors
Florida
$751K 39,271 +32,711 +499%
RG
69
Retirement Group
California
$713K 37,141 +21,532 +138%
FSA
70
Fort Sheridan Advisors
Illinois
$707K 36,800 – –
Truist Financial
71
Truist Financial
North Carolina
$688K 35,820 -4,559 -11%
PA
72
Pinnacle Associates
New York
$683K 35,541 -289 -0.8%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$667K 34,700 +34,700 New
Goldman Sachs
74
Goldman Sachs
New York
$645K 33,586 +11,721 +54%
AFC
75
AFT Forsyth & Company
Florida
$643K 33,470 +8,700 +35%
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