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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

204 hedge funds and large institutions have $454M invested in Invesco Financial Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 13 closing their positions.

Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
73
Reduced
65
Closed
13
Calls
$584K
Puts
$2.2M
Net Calls
-$1.62M
Net Calls Change
-$142K

Top Buyers

1
GI
1
Glovista Investments
New Jersey
$3.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.5M
3
FIA
3
Foundations Investment Advisors
Arizona
$29.2M
4
UBS Group
4
UBS Group
Switzerland
$15.9M
5
IAN
5
Integrated Advisors Network
Texas
$4.16M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$648K
2
ETC
2
Exchange Traded Concepts
Oklahoma
$32.6M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$245K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$1.12M +$29.4K +1,523 +3%
PFA
52
Paradigm Financial Advisors
Missouri
$1.12M -$46.2K -2,395 -4%
HI
53
Harbour Investments
Wisconsin
$1.07M -$3.18K -165 -0.3%
SPC
54
Sigma Planning Corp
Michigan
$1.03M +$215K +11,119 +26%
GC
55
Guggenheim Capital
Illinois
$1.02M -$26.1K -1,353 -2%
RPCA
56
Running Point Capital Advisors
California
$939K +$333K +17,256 +55%
IA
57
IFP Advisors
Florida
$893K +$150K +7,757 +20%
NA
58
NewEdge Advisors
Louisiana
$890K -$30.6K -1,587 -3%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$890K +$174K +9,000 +24%
FMB
60
Field & Main Bank
Kentucky
$888K +$100K +5,200 +13%
SIS
61
Sound Income Strategies
Florida
$866K +$553K +28,640 +176%
AWM
62
AE Wealth Management
Kansas
$857K +$38.9K +2,018 +5%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$844K -$727K -37,706 -46%
CIA
64
Capital Investment Advisors
Georgia
$841K -$14.7K -763 -2%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$823K -$2.47K -128 -0.3%
ACP
66
Ashfield Capital Partners
California
$802K – – –
SWP
67
Stratos Wealth Partners
Ohio
$797K -$8.89K -461 -1%
UCFA
68
United Capital Financial Advisors
Texas
$786K +$1.97K +102 +0.3%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$727K – – –
Truist Financial
70
Truist Financial
North Carolina
$711K -$47.3K -2,451 -6%
FSA
71
Fort Sheridan Advisors
Illinois
$710K – – –
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$709K -$137K -7,084 -16%
PA
73
Pinnacle Associates
New York
$684K -$16.1K -833 -2%
GWM
74
Greenwich Wealth Management
Connecticut
$680K -$96.8K -5,019 -12%
AFC
75
AFT Forsyth & Company
Florida
$659K +$33.8K +1,752 +5%
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3
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