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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

175 hedge funds and large institutions have $293M invested in Invesco Financial Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
45
Closed
19
Calls
$3.07M
Puts
$222K
Net Calls
+$2.85M
Net Calls Change
+$636K

Top Buyers

1
BWM
1
BT Wealth Management
Georgia
$8.19M
2
CL
2
CIM LLC
New York
$6.55M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.7M
4
MWA
4
MFA Wealth Advisors
Pennsylvania
$3.42M
5
LPL Financial
5
LPL Financial
California
$19.9M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$0
2
TA
2
TCG Advisors
Texas
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$1.13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$314K +$13.4K +714 +4%
AFM
102
Abbot Financial Management
Massachusetts
$313K – – –
JWCA
103
J.W. Cole Advisors
Florida
$310K +$310K +16,550 New
RG
104
Retirement Group
California
$293K +$105K +5,609 +56%
ONB
105
Old National Bancorp
Indiana
$289K – – –
WA
106
WBH Advisory
Maryland
$277K +$225 +12 +0.1%
OC
107
Oppenheimer & Co
New York
$275K -$8.36K -446 -3%
CCM
108
Covington Capital Management
California
$273K +$273K +14,550 New
MIAN
109
Mariner Independent Advisor Network
Kansas
$259K -$13.9K -743 -5%
AWM
110
AE Wealth Management
Kansas
$251K -$13K -692 -5%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$241K -$4.01K -212 -2%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$234K -$4.69K -250 -2%
BSA
113
Bull Street Advisors
Georgia
$234K – – –
AF
114
Affiance Financial
Minnesota
$229K -$9.95K -531 -4%
GSBTD
115
Glenview State Bank Trust Department
Illinois
$225K – – –
NDSI
116
Newman Dignan & Sheerar Inc
Rhode Island
$225K +$225K +12,009 New
RT
117
Rockland Trust
Massachusetts
$219K -$18.7K -1,000 -8%
US Bancorp
118
US Bancorp
Minnesota
$213K – – –
MMG
119
Monetary Management Group
Missouri
$201K – – –
NEPWA
120
New England Private Wealth Advisors
Massachusetts
$200K +$94 +5 +0%
SPIA
121
Steward Partners Investment Advisory
New York
$163K +$3.66K +195 +2%
SBL
122
Sargent Bickham Lagudis
Colorado
$132K +$8.06K +430 +7%
APA
123
American Portfolios Advisors
New York
$129K -$3.75K -200 -3%
IA
124
IFP Advisors
Florida
$124K +$124K +6,560 New
BWL
125
Bogart Wealth LLC
Virginia
$123K -$14.9K -795 -11%
3 4
5
6 7