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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

204 hedge funds and large institutions have $454M invested in Invesco Financial Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 13 closing their positions.

Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
73
Reduced
65
Closed
13
Calls
$584K
Puts
$2.2M
Net Calls
-$1.62M
Net Calls Change
-$142K

Top Buyers

1
GI
1
Glovista Investments
New Jersey
$3.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.5M
3
FIA
3
Foundations Investment Advisors
Arizona
$29.2M
4
UBS Group
4
UBS Group
Switzerland
$15.9M
5
IAN
5
Integrated Advisors Network
Texas
$4.16M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$648K
2
ETC
2
Exchange Traded Concepts
Oklahoma
$32.6M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$245K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
76
MFA Wealth Advisors
Pennsylvania
$648K -$3.78M -195,725 -85%
HWM
77
Howard Wealth Management
Connecticut
$637K +$9.64K +500 +2%
DADC
78
D.A. Davidson & Co
Montana
$625K -$3.86K -200 -0.6%
SI
79
Stephens Inc
Arkansas
$618K +$618K +32,031 New
WANY
80
Wealthspire Advisors (New York)
New York
$617K +$102K +5,265 +20%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$605K -$133K -6,920 -18%
GAM
82
Gould Asset Management
California
$595K -$9.74K -505 -2%
PMG
83
ProVise Management Group
Florida
$579K -$9.65K -500 -2%
CK
84
Cohen Klingenstein
New York
$579K – – –
BMA
85
Brooks Moore & Associates
Tennessee
$550K +$7.3K +378 +1%
PCM
86
Pennsylvania Capital Management
Pennsylvania
$549K – – –
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$524K +$19.3K +1,000 +4%
WS
88
Wedbush Securities
California
$511K +$713 +37 +0.1%
AAP
89
Arax Advisory Partners
Colorado
$506K +$506K +26,227 New
KOMWMG
90
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$503K -$24.1K -1,249 -5%
EWM
91
Endurance Wealth Management
Rhode Island
$501K +$8.2K +425 +2%
BAAM
92
Baker Avenue Asset Management
California
$499K – – –
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$496K +$290K +15,049 +141%
JPLA
94
Joseph P. Lucia & Associates
New York
$491K – – –
HCM
95
Hollencrest Capital Management
California
$489K – – –
CAMG
96
CWA Asset Management Group
Florida
$482K – – –
BW
97
Bison Wealth
Georgia
$473K -$1.93K -100 -0.4%
EFS
98
Essex Financial Services
Connecticut
$473K – – –
Fiera Capital (Canada)
99
Fiera Capital (Canada)
Quebec, Canada
$459K +$21.4K +1,110 +5%
DP
100
Dearborn Partners
Illinois
$449K – – –
2 3
4
5 6