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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

175 hedge funds and large institutions have $293M invested in Invesco Financial Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
45
Closed
19
Calls
$3.07M
Puts
$222K
Net Calls
+$2.85M
Net Calls Change
+$636K

Top Buyers

1
BWM
1
BT Wealth Management
Georgia
$8.19M
2
CL
2
CIM LLC
New York
$6.55M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.7M
4
MWA
4
MFA Wealth Advisors
Pennsylvania
$3.42M
5
LPL Financial
5
LPL Financial
California
$19.9M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$0
2
TA
2
TCG Advisors
Texas
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$1.13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
76
Hollencrest Capital Management
California
$475K – – –
HWM
77
Howard Wealth Management
Connecticut
$469K +$3.28K +175 +0.7%
AFC
78
AFT Forsyth & Company
Florida
$464K +$47.2K +2,520 +11%
OMC
79
Old Mission Capital
Illinois
$463K +$463K +24,714 New
WS
80
Wedbush Securities
California
$455K +$675 +36 +0.1%
WAM
81
Wealthspire Advisors (Maryland)
Maryland
$454K +$454K +24,205 New
Wolverine Trading
82
Wolverine Trading
Illinois
$432K -$22.2K -1,182 -5%
PAG
83
Private Advisor Group
New Jersey
$430K -$76K -4,062 -15%
DP
84
Dearborn Partners
Illinois
$425K +$70.2K +3,750 +20%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$420K +$42.5K +2,262 +11%
Goldman Sachs
86
Goldman Sachs
New York
$410K +$185K +9,875 +82%
KA
87
Kovack Advisors
Florida
$402K +$402K +21,436 New
ASN
88
Advisory Services Network
Georgia
$394K -$61.2K -3,263 -13%
HighTower Advisors
89
HighTower Advisors
Illinois
$394K +$394K +21,022 New
IFWM
90
Institute for Wealth Management
Colorado
$383K -$245K -13,098 -39%
OIA
91
Optimum Investment Advisors
Illinois
$380K -$171K -9,100 -31%
FAN
92
Financial Advisors Network
California
$377K -$13.5K -718 -3%
NFG
93
Next Financial Group
Texas
$367K +$140K +7,481 +62%
CHA
94
Carmichael Hill & Associates
Maryland
$359K +$18.1K +964 +5%
Citigroup
95
Citigroup
New York
$354K -$59.1K -3,153 -14%
CFA
96
Cahill Financial Advisors
Minnesota
$343K – – –
NNP
97
Nachman Norwood & Parrott
South Carolina
$333K – – –
IWA
98
IBEX Wealth Advisors
New Jersey
$326K +$862 +46 +0.3%
BW
99
Bison Wealth
Georgia
$320K – – –
LSPW
100
Lake Street Private Wealth
Illinois
$319K – – –
2 3
4
5 6