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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

191 hedge funds and large institutions have $396M invested in Invesco Financial Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
191
Holders Change
-13
Holders Change %
-6.37%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
81
Reduced
46
Closed
18
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
+$291K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$74M
2
AWS
2
AJ Wealth Strategies
New York
$8.46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.38M
4
SIS
4
Sound Income Strategies
Florida
$2.42M
5
HW
5
Hedeker Wealth
Illinois
$1.39M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
FGAM
4
Financial Gravity Asset Management
Texas
$19K
5
CRI
5
Colonial River Investments
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$593K -$249K -13,130 -30%
GAM
77
Gould Asset Management
California
$591K +$6.54K +345 +1%
Wolverine Trading
78
Wolverine Trading
Illinois
$575K +$575K +30,348 New
CK
79
Cohen Klingenstein
New York
$569K – – –
PMG
80
ProVise Management Group
Florida
$563K -$5.69K -300 -1%
BMA
81
Brooks Moore & Associates
Tennessee
$540K – – –
PAG
82
Private Advisor Group
New Jersey
$525K +$96K +5,071 +22%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$512K +$88.3K +4,655 +21%
WS
84
Wedbush Securities
California
$509K +$6.35K +335 +1%
BAAM
85
Baker Avenue Asset Management
California
$491K – – –
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$490K +$2.78K +147 +0.6%
HCM
87
Hollencrest Capital Management
California
$480K – – –
EWM
88
Endurance Wealth Management
Rhode Island
$474K -$18.4K -970 -4%
CAMG
89
CWA Asset Management Group
Florida
$474K – – –
BW
90
Bison Wealth
Georgia
$464K – – –
JPLA
91
Joseph P. Lucia & Associates
New York
$460K -$22.7K -1,195 -5%
DP
92
Dearborn Partners
Illinois
$460K +$18.7K +985 +4%
Fiera Capital (Canada)
93
Fiera Capital (Canada)
Quebec, Canada
$451K – – –
AAP
94
Arax Advisory Partners
Colorado
$424K -$73.2K -3,859 -15%
GBA
95
Garrison Bradford & Associates
New York
$417K – – –
Citadel Advisors
96
Citadel Advisors
Florida
$404K +$162K +8,553 +67%
EL
97
Essex LLC
Illinois
$403K +$403K +21,245 New
EFS
98
Essex Financial Services
Connecticut
$402K -$72.4K -3,825 -15%
BMC
99
Benin Management Corp
Connecticut
$398K +$398K +21,000 New
SSCA
100
South Shore Capital Advisors
Massachusetts
$395K +$5.76K +304 +1%
2 3
4
5 6