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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

204 hedge funds and large institutions have $454M invested in Invesco Financial Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 13 closing their positions.

Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
73
Reduced
65
Closed
13
Calls
$584K
Puts
$2.2M
Net Calls
-$1.62M
Net Calls Change
-$142K

Top Buyers

1
GI
1
Glovista Investments
New Jersey
$3.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.5M
3
FIA
3
Foundations Investment Advisors
Arizona
$29.2M
4
UBS Group
4
UBS Group
Switzerland
$15.9M
5
IAN
5
Integrated Advisors Network
Texas
$4.16M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$648K
2
ETC
2
Exchange Traded Concepts
Oklahoma
$32.6M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$245K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$437K +$47K +2,435 +12%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$431K +$47K +2,436 +12%
GBA
103
Garrison Bradford & Associates
New York
$424K – – –
CSIA
104
Charles Schwab Investment Advisory
California
$401K +$401K +20,800 New
SSCA
105
South Shore Capital Advisors
Massachusetts
$396K -$8.25K -428 -2%
NFG
106
Next Financial Group
Texas
$395K -$19.2K -993 -5%
HighTower Advisors
107
HighTower Advisors
Illinois
$393K -$1.66K -86 -0.4%
ASN
108
Advisory Services Network
Georgia
$393K +$26.6K +1,379 +7%
IFWM
109
Institute for Wealth Management
Colorado
$391K – – –
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$377K +$13K +678 +4%
SIAG
111
Safeguard Investment Advisory Group
California
$365K -$44.1K -2,291 -11%
AFM
112
Abbot Financial Management
Massachusetts
$347K +$25.1K +1,300 +8%
NNP
113
Nachman Norwood & Parrott
South Carolina
$343K – – –
CFA
114
Cahill Financial Advisors
Minnesota
$339K -$1.93K -100 -0.6%
CHA
115
Carmichael Hill & Associates
Maryland
$338K -$22.2K -1,151 -6%
IWA
116
IBEX Wealth Advisors
New Jersey
$328K -$9.16K -475 -3%
OIA
117
Optimum Investment Advisors
Illinois
$326K -$1.45K -75 -0.4%
CG
118
Colony Group
Massachusetts
$313K -$96.2K -4,981 -24%
FAN
119
Financial Advisors Network
California
$311K -$46.5K -2,409 -13%
LSPW
120
Lake Street Private Wealth
Illinois
$303K -$4.81K -250 -2%
OC
121
Oppenheimer & Co
New York
$284K -$1.33K -69 -0.5%
KA
122
Kovack Advisors
Florida
$283K -$34.4K -1,784 -11%
CCM
123
Covington Capital Management
California
$281K – – –
BRWA
124
B. Riley Wealth Advisors
Florida
$278K -$24K -1,240 -8%
CL
125
Cabana LLC
Arkansas
$277K +$277K +14,436 New
3 4
5
6 7