PGF icon

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

Top Sellers

1
BWM
BT Wealth Management
Georgia
$2.82M
2
GI
Glovista Investments
New Jersey
$0
3
KAS
Kestra Advisory Services
Texas
$2.07M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.03M
5
Osaic Holdings
Osaic Holdings
Arizona
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
126
Lake Street Private Wealth
Illinois
$245K -$42.4K -2,250 -15%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$245K -$245K – –
WA
128
WBH Advisory
Maryland
$245K – – –
1WM
129
1900 Wealth Management
Texas
$245K – – –
CA
130
Cetera Advisors
Colorado
$245K +$245K +13,011 New
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$236K – – –
BSA
132
Bull Street Advisors
Georgia
$235K – – –
OPS
133
Orion Portfolio Solutions
Nebraska
$233K +$233K +12,372 New
BRWA
134
B. Riley Wealth Advisors
Florida
$231K +$28.3K +1,500 +14%
US Bancorp
135
US Bancorp
Minnesota
$228K -$4.52K -240 -2%
NFG
136
Next Financial Group
Texas
$220K -$1.88K -100 -0.8%
RT
137
Rockland Trust
Massachusetts
$220K – – –
NDSI
138
Newman Dignan & Sheerar Inc
Rhode Island
$219K – – –
AF
139
Affiance Financial
Minnesota
$219K – – –
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$207K +$207K +11,000 New
MMG
141
Monetary Management Group
Missouri
$202K – – –
NEPWA
142
New England Private Wealth Advisors
Massachusetts
$201K +$94 +5 +0%
OIA
143
Optimum Investment Advisors
Illinois
$199K -$34.9K -1,850 -15%
SIAG
144
Safeguard Investment Advisory Group
California
$196K -$123K -6,550 -39%
APA
145
American Portfolios Advisors
New York
$196K +$13.2K +700 +7%
HI
146
Harbour Investments
Wisconsin
$192K -$456K -24,227 -70%
FIA
147
Foundations Investment Advisors
Arizona
$192K +$192K +10,305 New
CC
148
Commons Capital
Massachusetts
$185K +$185K +9,813 New
CG
149
Cutler Group
California
$165K -$52.5K -2,800 -24%
SC
150
SouthState Corp
Florida
$150K +$150K +7,965 New
4 5
6
7 8