PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $212M invested in Invesco Financial Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 27 closing their positions.

Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
54
Reduced
66
Closed
27
Calls
$640K
Puts
$1.92M
Net Calls
-$1.28M
Net Calls Change
-$1.63M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.5M
3
CTA
3
Chesley Taft & Associates
Illinois
$1.73M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$1.69M
5
EW
5
Evoke Wealth
California
$1.36M

Top Sellers

1
CL
1
Cabana LLC
Arkansas
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
CAN
3
Claraphi Advisory Network
United States
$85K
4
Bank of America
4
Bank of America
North Carolina
$26.6M
5
BAAM
5
Baker Avenue Asset Management
California
$929K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$422K -$52.2K -3,088 -11%
EWM
77
Endurance Wealth Management
Rhode Island
$408K +$11K +650 +3%
Citigroup
78
Citigroup
New York
$380K -$142K -8,396 -27%
PAG
79
Private Advisor Group
New Jersey
$379K +$91.5K +5,420 +32%
SPC
80
Sigma Planning Corp
Michigan
$378K +$34.6K +2,046 +10%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$364K +$364K +21,577 New
CFA
82
Cahill Financial Advisors
Minnesota
$360K -$80.4K -4,750 -18%
AFC
83
AFT Forsyth & Company
Florida
$345K -$695K -41,165 -67%
EFS
84
Essex Financial Services
Connecticut
$342K +$120K +7,100 +54%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$339K +$21.6K +1,276 +7%
WS
86
Wedbush Securities
California
$337K +$24.2K +1,433 +8%
BRWA
87
B. Riley Wealth Advisors
Florida
$337K +$33.8K +2,000 +11%
TSS
88
Two Sigma Securities
New York
$328K +$126K +7,461 +62%
WCAMG
89
Woodard & Company Asset Management Group
North Carolina
$328K +$328K +19,415 New
DP
90
Dearborn Partners
Illinois
$301K +$25.2K +1,496 +9%
NNP
91
Nachman Norwood & Parrott
South Carolina
$300K – – –
BF
92
BOK Financial
Oklahoma
$293K – – –
IWA
93
IBEX Wealth Advisors
New Jersey
$292K +$844 +50 +0.3%
SFM
94
Signet Financial Management
New Jersey
$289K -$58.3K -3,248 -17%
BW
95
Bison Wealth
Georgia
$289K – – –
ACM
96
Ategra Capital Management
Virginia
$287K +$13.5K +800 +5%
LSPW
97
Lake Street Private Wealth
Illinois
$287K +$8.44K +500 +3%
AFM
98
Abbot Financial Management
Massachusetts
$282K – – –
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$281K -$104K -6,140 -27%
CHA
100
Carmichael Hill & Associates
Maryland
$273K +$35.8K +2,124 +15%
2 3
4
5 6