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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

175 hedge funds and large institutions have $293M invested in Invesco Financial Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
45
Closed
19
Calls
$3.07M
Puts
$222K
Net Calls
+$2.85M
Net Calls Change
+$636K

Top Buyers

1
BWM
BT Wealth Management
Georgia
$8.19M
2
CL
CIM LLC
New York
$6.55M
3
Morgan Stanley
Morgan Stanley
New York
$43.7M
4
MWA
MFA Wealth Advisors
Pennsylvania
$3.42M
5
LPL Financial
LPL Financial
California
$19.9M

Top Sellers

1
PFS
Prospera Financial Services
Texas
$0
2
TA
TCG Advisors
Texas
$0
3
UCFA
United Capital Financial Advisors
Texas
$1.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
151
Capital Advisors Ltd
Ohio
$22K – – –
PB
152
Pinnacle Bancorp
Nebraska
$19K – – –
PI
153
PineBridge Investments
New York
$19K – – –
IBOK
154
Independence Bank of Kentucky
Kentucky
$18K – – –
BFEC
155
Benjamin F. Edwards & Company
Missouri
$18K +$5.88K +306 +48%
WEC
156
Winslow Evans & Crocker
Massachusetts
$17K – – –
Fidelity Investments
157
Fidelity Investments
Massachusetts
$12K -$11.5K -616 -49%
LWA
158
Lowe Wealth Advisors
Maryland
$12K – – –
WCG
159
Weaver Consulting Group
California
$11K – – –
BWM
160
BerganKDV Wealth Management
Minnesota
$10K – – –
IFAM
161
Institutional & Family Asset Management
Colorado
$8K – – –
CAGAS
162
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
FCA
163
FinTrust Capital Advisors
South Carolina
$5.88K -$351 -18,735 -6%
HB
164
Horizon Bancorp
Indiana
$5K – – –
DSC
165
Duncker Streett & Co
Missouri
$5K – – –
GWS
166
Glassman Wealth Services
Virginia
$5K +$62 +3 +1%
CICI
167
Capital Investment Counsel Inc
North Carolina
$5K +$5K +275 New
JCM
168
Jacobi Capital Management
Pennsylvania
$4K – – –
AA
169
Ancora Advisors
Ohio
$3K – – –
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
HIA
171
Harbor Investment Advisory
Maryland
$2K – – –
TRCT
172
Tower Research Capital (TRC)
New York
$2K – – –
PFA
173
Professional Financial Advisors
Nebraska
$2K +$2K +100 New
NFSG
174
Newbridge Financial Services Group
Florida
$1K +$1K +75 New
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$892 -$619 -32,671 -41%
4 5 6
7
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