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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

209 hedge funds and large institutions have $394M invested in Invesco Financial Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
209
Holders Change
+34
Holders Change %
+19.43%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
70
Reduced
49
Closed
7
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
-$2.63M

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$36.5M
2
Wells Fargo
2
Wells Fargo
California
$19.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$1.54M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
4
AAS
4
Avantax Advisory Services
Texas
$382K
5
RM
5
Resource Management
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
76
Foundations Investment Advisors
Arizona
$641K 34,097 +34,097 New
AAP
77
Arax Advisory Partners
Colorado
$638K 33,229 -1,158 -3%
Creative Planning
78
Creative Planning
Kansas
$628K 32,674 +4,025 +14%
CG
79
Colony Group
Massachusetts
$602K 31,321 -558 -2%
HWM
80
Howard Wealth Management
Connecticut
$598K 31,140 +6,100 +24%
GAM
81
Gould Asset Management
California
$595K 30,964 -1,595 -5%
KOMWMG
82
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$591K 30,743 -826 -3%
PMG
83
ProVise Management Group
Florida
$586K 30,500 -400 -1%
DADC
84
D.A. Davidson & Co
Montana
$585K 30,451 – –
CK
85
Cohen Klingenstein
New York
$576K 30,000 – –
CW
86
CreativeOne Wealth
Kansas
$574K 29,900 +29,900 New
BMA
87
Brooks Moore & Associates
Tennessee
$543K 28,247 -166 -0.6%
EFS
88
Essex Financial Services
Connecticut
$508K 26,453 -500 -2%
SAM
89
Secure Asset Management
Michigan
$500K 26,050 +202 +0.8%
EWM
90
Endurance Wealth Management
Rhode Island
$497K 25,855 – –
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$493K 25,642 +25,642 New
JPLA
92
Joseph P. Lucia & Associates
New York
$489K 25,455 -1,100 -4%
HCM
93
Hollencrest Capital Management
California
$486K 25,325 – –
CAMG
94
CWA Asset Management Group
Florida
$480K 25,000 +25,000 New
SIAG
95
Safeguard Investment Advisory Group
California
$480K 25,012 +25,012 New
RPCA
96
Running Point Capital Advisors
California
$471K 24,516 +24,516 New
KA
97
Kovack Advisors
Florida
$468K 24,352 +2,916 +14%
WS
98
Wedbush Securities
California
$467K 24,310 +37 +0.2%
BW
99
Bison Wealth
Georgia
$463K 24,100 +7,000 +41%
Jane Street
100
Jane Street
New York
$456K 23,754 +23,754 New
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4
5 6