PGF icon

Invesco Financial Preferred ETF

209 hedge funds and large institutions have $394M invested in Invesco Financial Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
209
Holders Change
+34
Holders Change %
+19.43%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
44
Increased
70
Reduced
49
Closed
7
Calls
$217K
Puts
Net Calls
+$217K
Net Calls Change
-$2.63M
Name Market Value Shares Shares
Change
Shares
Change %
WANY
101
Wealthspire Advisors (New York)
New York
$454K 23,621 +23,621 New
DP
102
Dearborn Partners
Illinois
$447K 23,292 +600 +3%
NFG
103
Next Financial Group
Texas
$444K 23,111 +3,516 +18%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$435K 22,618 +246 +1%
PAG
105
Private Advisor Group
New Jersey
$428K 22,301 -671 -3%
GBA
106
Garrison Bradford & Associates
New York
$423K 22,000 +22,000 New
ASN
107
Advisory Services Network
Georgia
$404K 21,030 +26 +0.1%
HighTower Advisors
108
HighTower Advisors
Illinois
$400K 20,721 -301 -1%
SSCA
109
South Shore Capital Advisors
Massachusetts
$392K 20,406 +20,406 New
IFWM
110
Institute for Wealth Management
Colorado
$390K 20,277 -170 -0.8%
GM
111
GeoWealth Management
Illinois
$388K 20,135 +20,135 New
AAS
112
Avantax Advisory Services
Texas
$382K 19,839 -28,836 -59%
FAN
113
Financial Advisors Network
California
$374K 19,445 -679 -3%
CHA
114
Carmichael Hill & Associates
Maryland
$368K 19,164
Citigroup
115
Citigroup
New York
$358K 18,656 -230 -1%
CFA
116
Cahill Financial Advisors
Minnesota
$352K 18,324
VBCG
117
Valley Brook Capital Group
Pennsylvania
$346K 18,050 +18,050 New
OIA
118
Optimum Investment Advisors
Illinois
$342K 17,780 -2,500 -12%
NNP
119
Nachman Norwood & Parrott
South Carolina
$341K 17,764
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$341K 17,743 +994 +6%
IWA
121
IBEX Wealth Advisors
New Jersey
$335K 17,434 +47 +0.3%
BRWA
122
B. Riley Wealth Advisors
Florida
$322K 16,755 -11,560 -41%
AFM
123
Abbot Financial Management
Massachusetts
$320K 16,682
LSPW
124
Lake Street Private Wealth
Illinois
$317K 16,500 -500 -3%
ONB
125
Old National Bancorp
Indiana
$296K 15,414