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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

205 hedge funds and large institutions have $432M invested in Invesco Financial Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
69
Reduced
66
Closed
20
Calls
$264K
Puts
$1.74M
Net Calls
-$1.48M
Net Calls Change
-$1.7M

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$25.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$65.8M
3
GI
3
Gradient Investments
Minnesota
$5.18M
4
GM
4
GeoWealth Management
Illinois
$4.48M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.19M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.65M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.54M
4
GI
4
Glovista Investments
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
GBA
101
Garrison Bradford & Associates
New York
$415K 22,000 – –
NFG
102
Next Financial Group
Texas
$406K 21,461 -1,650 -7%
SIAG
103
Safeguard Investment Advisory Group
California
$401K 21,243 -3,769 -15%
CG
104
Colony Group
Massachusetts
$400K 21,193 -10,128 -32%
SSCA
105
South Shore Capital Advisors
Massachusetts
$396K 20,980 +574 +3%
HighTower Advisors
106
HighTower Advisors
Illinois
$385K 20,427 -294 -1%
IFWM
107
Institute for Wealth Management
Colorado
$383K 20,277 – –
PAG
108
Private Advisor Group
New Jersey
$382K 20,212 -2,089 -9%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$376K 19,908 +2,165 +12%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$361K 18,945 +6,329 +50%
ASN
111
Advisory Services Network
Georgia
$358K 18,983 -2,047 -10%
CHA
112
Carmichael Hill & Associates
Maryland
$352K 18,654 -510 -3%
Citigroup
113
Citigroup
New York
$352K 18,648 -8 -0%
FAN
114
Financial Advisors Network
California
$349K 18,506 -939 -5%
NNP
115
Nachman Norwood & Parrott
South Carolina
$335K 17,764 – –
CFA
116
Cahill Financial Advisors
Minnesota
$334K 17,674 -650 -4%
IWA
117
IBEX Wealth Advisors
New Jersey
$330K 17,481 +47 +0.3%
OIA
118
Optimum Investment Advisors
Illinois
$321K 16,980 -800 -4%
AFM
119
Abbot Financial Management
Massachusetts
$315K 16,682 – –
KA
120
Kovack Advisors
Florida
$311K 16,454 -7,898 -32%
SIS
121
Sound Income Strategies
Florida
$307K 16,242 +16,242 New
LSPW
122
Lake Street Private Wealth
Illinois
$302K 16,000 -500 -3%
BRWA
123
B. Riley Wealth Advisors
Florida
$295K 15,625 -1,130 -7%
ONB
124
Old National Bancorp
Indiana
$291K 15,414 – –
OC
125
Oppenheimer & Co
New York
$279K 14,779 +481 +3%
3 4
5
6 7