PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

205 hedge funds and large institutions have $432M invested in Invesco Financial Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
69
Reduced
66
Closed
20
Calls
$264K
Puts
$1.74M
Net Calls
-$1.48M
Net Calls Change
-$1.7M

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$25.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$65.8M
3
GI
3
Gradient Investments
Minnesota
$5.18M
4
GM
4
GeoWealth Management
Illinois
$4.48M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.19M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.65M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.54M
4
GI
4
Glovista Investments
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
76
Howard Wealth Management
Connecticut
$614K 32,540 +1,400 +4%
AFC
77
AFT Forsyth & Company
Florida
$612K 32,420 -1,050 -3%
Creative Planning
78
Creative Planning
Kansas
$607K 32,126 -548 -2%
RPCA
79
Running Point Capital Advisors
California
$594K 31,440 +6,924 +28%
GAM
80
Gould Asset Management
California
$592K 31,344 +380 +1%
Goldman Sachs
81
Goldman Sachs
New York
$578K 30,596 -2,990 -9%
PMG
82
ProVise Management Group
Florida
$576K 30,500 – –
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$570K 30,207 -62,569 -67%
CK
84
Cohen Klingenstein
New York
$566K 30,000 – –
PCM
85
Pennsylvania Capital Management
Pennsylvania
$536K 28,374 +28,374 New
BMA
86
Brooks Moore & Associates
Tennessee
$531K 28,119 -128 -0.5%
NL
87
NWAM LLC
Washington
$527K 27,909 -21,751 -44%
KOMWMG
88
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$516K 27,305 -3,438 -11%
WANY
89
Wealthspire Advisors (New York)
New York
$505K 26,735 +3,114 +13%
WS
90
Wedbush Securities
California
$500K 26,464 +2,154 +9%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$494K 26,176 +534 +2%
BAAM
92
Baker Avenue Asset Management
California
$489K 25,920 -18,230 -41%
EWM
93
Endurance Wealth Management
Rhode Island
$482K 25,555 -300 -1%
JPLA
94
Joseph P. Lucia & Associates
New York
$481K 25,455 – –
HCM
95
Hollencrest Capital Management
California
$478K 25,325 – –
EFS
96
Essex Financial Services
Connecticut
$473K 25,053 -1,400 -5%
CAMG
97
CWA Asset Management Group
Florida
$472K 25,000 – –
BW
98
Bison Wealth
Georgia
$464K 24,600 +500 +2%
DP
99
Dearborn Partners
Illinois
$440K 23,292 – –
Fiera Capital (Canada)
100
Fiera Capital (Canada)
Quebec, Canada
$428K 22,669 +22,669 New
2 3
4
5 6