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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

191 hedge funds and large institutions have $396M invested in Invesco Financial Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-13
Holders Change %
-6.37%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
81
Reduced
46
Closed
18
Calls
–
Puts
$1.33M
Net Calls
-$1.33M
Net Calls Change
+$291K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$74M
2
AWS
AJ Wealth Strategies
New York
$8.46M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.38M
4
SIS
Sound Income Strategies
Florida
$2.42M
5
HW
Hedeker Wealth
Illinois
$1.39M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
FIA
Foundations Investment Advisors
Arizona
$0
3
GM
GeoWealth Management
Illinois
$0
4
FGAM
Financial Gravity Asset Management
Texas
$19K
5
CRI
Colonial River Investments
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$66K +$133 +7 +0.2%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$64K +$4.74K +250 +8%
1832 Asset Management
153
1832 Asset Management
Ontario, Canada
$59K – – –
SPIA
154
Steward Partners Investment Advisory
New York
$58K -$91.5K -4,864 -61%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$52K – – –
FFA
156
Freedman Financial Associates
Massachusetts
$51K – – –
NL
157
NVWM LLC
Pennsylvania
$47K – – –
CIAS
158
Capital Investment Advisory Services
North Carolina
$45K -$132 -7 -0.3%
LDFR
159
Lehman & Derafelo Financial Resources
Pennsylvania
$43K +$488 +26 +1%
BFG
160
Baron Financial Group
New Jersey
$42.2K +$474 +25 +1%
IBOK
161
Independence Bank of Kentucky
Kentucky
$39K +$20.9K +1,100 +116%
OCM
162
Orion Capital Management
California
$38K – – –
GWM
163
Geneos Wealth Management
Colorado
$34K -$7.38K -400 -18%
Simplex Trading
164
Simplex Trading
Illinois
$31K – – –
BFEC
165
Benjamin F. Edwards & Company
Missouri
$31K – – –
BWL
166
Bogart Wealth LLC
Virginia
$30K – – –
TLCM
167
Twin Lakes Capital Management
California
$28K – – –
BAM
168
Bellevue Asset Management
Washington
$27K – – –
WWM
169
Wolff Wiese Magana
California
$27K – – –
DI
170
Disciplined Investments
Oklahoma
$27K +$301 +16 +1%
FMII
171
Farmers & Merchants Investments Inc
Nebraska
$25K +$25K +1,325 New
CAL
172
Capital Advisors Ltd
Ohio
$23K – – –
WT
173
Washington Trust
Rhode Island
$22K – – –
FGAM
174
Financial Gravity Asset Management
Texas
$19K -$3.33M -1,052 -99%
HNB
175
Huntington National Bank
Ohio
$19K -$19K – –
5 6
7
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