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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

209 hedge funds and large institutions have $394M invested in Invesco Financial Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+34
Holders Change %
+19.43%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
70
Reduced
49
Closed
7
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
-$2.63M

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$36.5M
2
Wells Fargo
2
Wells Fargo
California
$19.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.18M
3
PP
3
Prudential plc
United Kingdom
$1.54M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
5
AAS
5
Avantax Advisory Services
Texas
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
151
Bogart Wealth LLC
Virginia
$126K – – –
AWM
152
Atticus Wealth Management
Florida
$116K +$20.1K +1,044 +21%
FFA
153
Founders Financial Alliance
North Carolina
$112K +$26.1K +1,370 +30%
EFSCE
154
Enterprise Financial Services Corp (EFSC)
Missouri
$111K – – –
AF
155
Advisornet Financial
Minnesota
$106K +$20.8K +1,085 +24%
APA
156
American Portfolios Advisors
New York
$104K -$28.2K -1,466 -21%
FNBOSM
157
First National Bank of South Miami
Florida
$102K -$8.62K -449 -8%
RCA
158
Rowland Carmichael Advisors
Arizona
$101K – – –
William Blair & Company
159
William Blair & Company
Illinois
$88K -$4.03K -210 -4%
KIG
160
Kessler Investment Group
Indiana
$76K – – –
Franklin Resources
161
Franklin Resources
California
$72K – – –
1832 Asset Management
162
1832 Asset Management
Ontario, Canada
$60K – – –
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$52K -$34.3K -1,800 -40%
CIAS
164
Capital Investment Advisory Services
North Carolina
$52K +$16.6K +875 +47%
FFA
165
Freedman Financial Associates
Massachusetts
$52K +$52K +2,700 New
AAM
166
Advisors Asset Management
Colorado
$51K +$51K +2,638 New
RWB
167
RMR Wealth Builders
New Jersey
$50K +$50K +2,600 New
GI
168
Gradient Investments
Minnesota
$49K – – –
NL
169
NVWM LLC
Pennsylvania
$48K – – –
LDFR
170
Lehman & Derafelo Financial Resources
Pennsylvania
$42K +$513 +27 +1%
GWM
171
Geneos Wealth Management
Colorado
$42K +$2.81K +150 +7%
BFG
172
Baron Financial Group
New Jersey
$41.2K +$499 +26 +1%
WT
173
Washington Trust
Rhode Island
$41K – – –
OCM
174
Orion Capital Management
California
$38K +$38K +2,000 New
GFPC
175
Global Financial Private Client
Florida
$36.8K -$35.9K -1,870 -49%
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7
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