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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 %
VBCG
126
Valley Brook Capital Group
Pennsylvania
$276K 14,650 -3,400 -19%
GG
127
Golden Green
South Carolina
$275K 14,582 -40,821 -74%
CCM
128
Covington Capital Management
California
$275K 14,550 – –
WA
129
WBH Advisory
Maryland
$265K 14,043 -737 -5%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$260K 13,765 +1,000 +8%
GSBTD
131
Glenview State Bank Trust Department
Illinois
$256K 13,580 +1,600 +13%
WFA
132
WestHill Financial Advisors
California
$253K 13,375 – –
BSA
133
Bull Street Advisors
Georgia
$236K 12,500 – –
RT
134
Rockland Trust
Massachusetts
$221K 11,695 – –
AF
135
Affiance Financial
Minnesota
$220K 11,656 – –
NDSI
136
Newman Dignan & Sheerar Inc
Rhode Island
$220K 11,659 – –
US Bancorp
137
US Bancorp
Minnesota
$215K 11,400 – –
NEPWA
138
New England Private Wealth Advisors
Massachusetts
$210K 11,110 +424 +4%
MMG
139
Monetary Management Group
Missouri
$203K 10,750 – –
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$202K 10,708 +24 +0.2%
OIA
141
OneDigital Investment Advisors
Kansas
$192K 10,192 +10,192 New
JWCA
142
J.W. Cole Advisors
Florida
$190K 10,072 -4,595 -31%
PA
143
Probity Advisors
Texas
$189K 10,000 +10,000 New
Fidelity Investments
144
Fidelity Investments
Massachusetts
$185K 9,776 +449 +5%
SPIA
145
Steward Partners Investment Advisory
New York
$152K 8,060 -318 -4%
APA
146
American Portfolios Advisors
New York
$133K 7,066 +1,666 +31%
SBL
147
Sargent Bickham Lagudis
Colorado
$128K 6,803 -240 -3%
SWM
148
Spire Wealth Management
Virginia
$125K 11,387 +11,387 New
BWL
149
Bogart Wealth LLC
Virginia
$124K 6,578 – –
WWM
150
Wagner Wealth Management
South Carolina
$117K 6,195 -1,195 -16%
4 5
6
7 8