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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.

New
Increased
Maintained
Reduced
Closed
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 %
SPC
51
Sigma Planning Corp
Michigan
$1.04M +$26.2K +1,381 +3%
GC
52
Guggenheim Capital
Illinois
$1.04M +$34.3K +1,811 +3%
RPCA
53
Running Point Capital Advisors
California
$1.02M +$98.1K +5,176 +11%
IA
54
IFP Advisors
Florida
$970K +$94.1K +4,971 +11%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$877K +$181K +9,541 +26%
NA
56
NewEdge Advisors
Louisiana
$851K -$22.7K -1,197 -3%
CIA
57
Capital Investment Advisors
Georgia
$806K -$19.9K -1,049 -2%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$790K -$19.5K -1,031 -2%
ACP
59
Ashfield Capital Partners
California
$788K – – –
SI
60
Stephens Inc
Arkansas
$781K +$174K +9,190 +29%
SWP
61
Stratos Wealth Partners
Ohio
$772K -$10.8K -572 -1%
UCFA
62
United Capital Financial Advisors
Texas
$761K -$11.3K -598 -1%
ASN
63
Advisory Services Network
Georgia
$761K +$375K +19,776 +97%
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$743K +$28.4K +1,500 +4%
PCM
65
Pennsylvania Capital Management
Pennsylvania
$732K +$196K +10,395 +37%
CW
66
CreativeOne Wealth
Kansas
$712K -$389K -20,535 -35%
FSA
67
Fort Sheridan Advisors
Illinois
$697K – – –
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$691K +$95.8K +5,055 +16%
AFC
69
AFT Forsyth & Company
Florida
$674K +$26.1K +1,378 +4%
PA
70
Pinnacle Associates
New York
$672K +$209 +11 +0%
DADC
71
D.A. Davidson & Co
Montana
$663K +$48.9K +2,578 +8%
GWM
72
Greenwich Wealth Management
Connecticut
$660K -$8.72K -460 -1%
HI
73
Harbour Investments
Wisconsin
$652K -$401K -21,151 -38%
HWM
74
Howard Wealth Management
Connecticut
$626K +$662 +35 +0.1%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$612K -$217K -11,457 -26%
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