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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 %
DADC
51
D.A. Davidson & Co
Montana
$1.08M +$424K +22,500 +64%
GC
52
Guggenheim Capital
Illinois
$1.07M +$37.4K +1,987 +4%
SPC
53
Sigma Planning Corp
Michigan
$1.03M +$508 +27 +0%
RPCA
54
Running Point Capital Advisors
California
$932K -$82.2K -4,364 -8%
PFA
55
Paradigm Financial Advisors
Missouri
$878K -$165K -8,789 -16%
IA
56
IFP Advisors
Florida
$856K -$111K -5,869 -11%
NA
57
NewEdge Advisors
Louisiana
$848K +$2.79K +148 +0.3%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$842K -$29.5K -1,565 -3%
SWP
59
Stratos Wealth Partners
Ohio
$821K +$54.3K +2,884 +7%
CIA
60
Capital Investment Advisors
Georgia
$793K -$7.49K -398 -0.9%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$786K +$452 +24 +0.1%
ACP
62
Ashfield Capital Partners
California
$786K +$3.76K +200 +0.5%
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$753K +$15.1K +800 +2%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$752K +$752K +39,946 New
ASN
65
Advisory Services Network
Georgia
$731K -$24.7K -1,310 -3%
NWMG
66
National Wealth Management Group
Ohio
$704K +$704K +37,413 New
BMC
67
Benin Management Corp
Connecticut
$696K +$301K +16,000 +76%
FSA
68
Fort Sheridan Advisors
Illinois
$693K – – –
HWM
69
Howard Wealth Management
Connecticut
$659K +$37K +1,965 +6%
CW
70
CreativeOne Wealth
Kansas
$657K -$50.6K -2,685 -7%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$656K -$29.7K -1,579 -4%
GWM
72
Greenwich Wealth Management
Connecticut
$655K – – –
PA
73
Pinnacle Associates
New York
$642K -$24.9K -1,323 -4%
GAM
74
Gould Asset Management
California
$628K +$41.3K +2,195 +7%
OMC
75
Old Mission Capital
Illinois
$621K +$296K +15,712 +91%
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