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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

191 hedge funds and large institutions have $396M invested in Invesco Financial Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-13
Holders Change %
-6.37%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
81
Reduced
46
Closed
18
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
+$291K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$74M
2
AWS
2
AJ Wealth Strategies
New York
$8.46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.38M
4
SIS
4
Sound Income Strategies
Florida
$2.42M
5
HW
5
Hedeker Wealth
Illinois
$1.39M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
FGAM
4
Financial Gravity Asset Management
Texas
$19K
5
CRI
5
Colonial River Investments
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$388K -$127K -6,693 -25%
IFWM
102
Institute for Wealth Management
Colorado
$384K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$379K +$6.49K +342 +2%
CFA
104
Cahill Financial Advisors
Minnesota
$356K +$22.5K +1,188 +7%
CHA
105
Carmichael Hill & Associates
Maryland
$344K +$11.9K +626 +4%
OMC
106
Old Mission Capital
Illinois
$328K +$328K +17,306 New
KA
107
Kovack Advisors
Florida
$326K +$47.8K +2,518 +17%
AFM
108
Abbot Financial Management
Massachusetts
$325K -$15.9K -840 -5%
IWA
109
IBEX Wealth Advisors
New Jersey
$323K +$871 +46 +0.3%
SIAG
110
Safeguard Investment Advisory Group
California
$321K -$37.6K -1,986 -10%
CG
111
Colony Group
Massachusetts
$304K -$3.15K -166 -1%
FAN
112
Financial Advisors Network
California
$301K -$806 -43 -0.3%
Creative Planning
113
Creative Planning
Kansas
$298K +$70.5K +3,722 +31%
LSPW
114
Lake Street Private Wealth
Illinois
$289K -$9.48K -500 -3%
CCM
115
Covington Capital Management
California
$276K – – –
WFA
116
WestHill Financial Advisors
California
$274K +$274K +14,475 New
OC
117
Oppenheimer & Co
New York
$273K -$5.86K -309 -2%
VBCG
118
Valley Brook Capital Group
Pennsylvania
$261K – – –
OIA
119
OneDigital Investment Advisors
Kansas
$260K +$29.5K +1,554 +13%
AAS
120
Avantax Advisory Services
Texas
$252K +$30.2K +1,600 +14%
1WM
121
1900 Wealth Management
Texas
$247K – – –
WA
122
WBH Advisory
Maryland
$247K – – –
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$245K -$245K – –
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$237K -$14.2K -750 -6%
BSA
125
Bull Street Advisors
Georgia
$237K – – –
3 4
5
6 7