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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

215 hedge funds and large institutions have $403M invested in Invesco Financial Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+24
Holders Change %
+12.57%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
35
Increased
69
Reduced
67
Closed
11
Calls
$198K
Puts
$659K
Net Calls
-$461K
Net Calls Change
+$868K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.7M
2
AWS
2
AJ Wealth Strategies
New York
$12M
3
CAGAS
3
Capital Advisory Group Advisory Services
Minnesota
$2.04M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.34M
5
Wells Fargo
5
Wells Fargo
California
$24M

Top Sellers

1
BWM
1
BT Wealth Management
Georgia
$2.82M
2
GI
2
Glovista Investments
New Jersey
$0
3
KAS
3
Kestra Advisory Services
Texas
$2.07M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.03M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSCA
101
South Shore Capital Advisors
Massachusetts
$392K -$433 -23 -0.1%
HCM
102
Hollencrest Capital Management
California
$388K -$88.9K -4,720 -19%
TC
103
Titleist Capital
Texas
$384K +$384K +20,417 New
Citadel Advisors
104
Citadel Advisors
Florida
$381K -$20.4K -1,087 -5%
IFWM
105
Institute for Wealth Management
Colorado
$379K -$2.39K -127 -0.6%
Fiera Capital (Canada)
106
Fiera Capital (Canada)
Quebec, Canada
$378K -$69.7K -3,700 -16%
EL
107
Essex LLC
Illinois
$373K -$27.3K -1,448 -7%
CHA
108
Carmichael Hill & Associates
Maryland
$341K – – –
AAP
109
Arax Advisory Partners
Colorado
$335K -$86K -4,569 -20%
OIA
110
OneDigital Investment Advisors
Kansas
$332K +$74.3K +3,947 +29%
MCWA
111
Meadow Creek Wealth Advisors
Georgia
$332K +$332K +17,646 New
Creative Planning
112
Creative Planning
Kansas
$326K +$30.2K +1,608 +10%
IWA
113
IBEX Wealth Advisors
New Jersey
$322K +$866 +46 +0.3%
TSS
114
Two Sigma Securities
New York
$312K +$312K +16,599 New
FAN
115
Financial Advisors Network
California
$298K -$3.72K -198 -1%
JWCA
116
J.W. Cole Advisors
Florida
$293K +$293K +15,586 New
CG
117
Colony Group
Massachusetts
$284K -$18K -958 -6%
CFA
118
Cahill Financial Advisors
Minnesota
$278K -$75.3K -4,000 -21%
CCM
119
Covington Capital Management
California
$274K – – –
AAS
120
Avantax Advisory Services
Texas
$274K +$22.7K +1,205 +9%
AFM
121
Abbot Financial Management
Massachusetts
$272K -$50.7K -2,692 -16%
OC
122
Oppenheimer & Co
New York
$269K -$1.69K -90 -0.6%
WFA
123
WestHill Financial Advisors
California
$265K -$7.05K -375 -3%
VBCG
124
Valley Brook Capital Group
Pennsylvania
$259K – – –
BB
125
Busey Bank
Illinois
$246K +$20.3K +1,075 +9%
3 4
5
6 7