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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 %
EFSCE
151
Enterprise Financial Services Corp (EFSC)
Missouri
$109K 5,770 – –
FNBOSM
152
First National Bank of South Miami
Florida
$100K 5,311 – –
AF
153
Advisornet Financial
Minnesota
$98K 5,204 -320 -6%
AIC
154
Ameritas Investment Company
Nebraska
$94.6K 5,010 +5,010 New
William Blair & Company
155
William Blair & Company
Illinois
$83K 4,390 -200 -4%
FFA
156
Founders Financial Alliance
North Carolina
$82K 4,382 -1,499 -25%
KIG
157
Kessler Investment Group
Indiana
$74K 3,938 – –
AAM
158
Advisors Asset Management
Colorado
$73K 3,855 +1,217 +46%
Franklin Resources
159
Franklin Resources
California
$71K 3,750 – –
1832 Asset Management
160
1832 Asset Management
Ontario, Canada
$58K 3,100 – –
CFGS
161
Concourse Financial Group Securities
Alabama
$56K 2,945 +1,136 +63%
FFA
162
Freedman Financial Associates
Massachusetts
$51K 2,700 – –
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$51K 2,725 – –
ACA
164
Aptus Capital Advisors
Alabama
$50K 2,645 +2,645 New
NL
165
NVWM LLC
Pennsylvania
$47K 2,500 – –
AWM
166
Atticus Wealth Management
Florida
$44K 2,308 -3,716 -62%
Simplex Trading
167
Simplex Trading
Illinois
$43K 2,307 -4,853 -68%
GWM
168
Geneos Wealth Management
Colorado
$42K 2,242 – –
LDFR
169
Lehman & Derafelo Financial Resources
Pennsylvania
$42K 2,238 +27 +1%
BFG
170
Baron Financial Group
New Jersey
$41K 2,173 +26 +1%
CIAS
171
Capital Investment Advisory Services
North Carolina
$41K 2,181 -552 -20%
OCM
172
Orion Capital Management
California
$38K 2,000 – –
BFEC
173
Benjamin F. Edwards & Company
Missouri
$34K 1,800 +5 +0.3%
AA
174
AlphaMark Advisors
Kentucky
$32K 1,700 +1,700 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$30K 1,550 – –
5 6
7
8 9