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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

215 hedge funds and large institutions have $403M invested in Invesco Financial Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+24
Holders Change %
+12.57%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
35
Increased
69
Reduced
67
Closed
11
Calls
$198K
Puts
$659K
Net Calls
-$461K
Net Calls Change
+$868K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.7M
2
AWS
2
AJ Wealth Strategies
New York
$12M
3
CAGAS
3
Capital Advisory Group Advisory Services
Minnesota
$2.04M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.34M
5
Wells Fargo
5
Wells Fargo
California
$24M

Top Sellers

1
BWM
1
BT Wealth Management
Georgia
$2.82M
2
GI
2
Glovista Investments
New Jersey
$0
3
KAS
3
Kestra Advisory Services
Texas
$2.07M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.03M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$610K +$20.6K +1,094 +3%
Renaissance Technologies
77
Renaissance Technologies
New York
$610K +$610K +32,400 New
PP
78
Prudential plc
United Kingdom
$604K -$525K -27,900 -47%
PMG
79
ProVise Management Group
Florida
$601K +$42.3K +2,250 +8%
AA
80
AlphaMark Advisors
Kentucky
$583K +$397K +21,118 +214%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$571K -$36.6K -1,943 -6%
AFC
82
AFT Forsyth & Company
Florida
$569K -$99.6K -5,296 -15%
BMA
83
Brooks Moore & Associates
Tennessee
$536K – – –
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$517K +$9.2K +489 +2%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$505K +$17.6K +934 +4%
WS
86
Wedbush Securities
California
$498K -$6.85K -364 -1%
EWM
87
Endurance Wealth Management
Rhode Island
$498K +$26.9K +1,430 +6%
KFC
88
Klingenstein Fields & Co
New York
$495K -$615K -32,650 -55%
BAAM
89
Baker Avenue Asset Management
California
$488K – – –
RG
90
Retirement Group
California
$463K -$674K -35,848 -59%
JPLA
91
Joseph P. Lucia & Associates
New York
$457K – – –
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$445K +$59.1K +3,136 +15%
DP
93
Dearborn Partners
Illinois
$442K -$14.8K -787 -3%
BW
94
Bison Wealth
Georgia
$440K -$20.7K -1,100 -4%
UCFA
95
United Capital Financial Advisors
Texas
$430K -$325K -17,273 -43%
PAG
96
Private Advisor Group
New Jersey
$427K -$95.2K -5,053 -18%
KOMWMG
97
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$423K +$423K +22,455 New
EFS
98
Essex Financial Services
Connecticut
$400K – – –
GBA
99
Garrison Bradford & Associates
New York
$395K -$18.8K -1,000 -5%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$395K +$19.3K +1,023 +5%
2 3
4
5 6