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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 %
SBL
151
Sargent Bickham Lagudis
Colorado
$128K – – –
FNBOSM
152
First National Bank of South Miami
Florida
$100K – – –
CFGS
153
Concourse Financial Group Securities
Alabama
$100K +$6.35K +337 +7%
Franklin Resources
154
Franklin Resources
California
$97K +$26.4K +1,400 +37%
SWM
155
Spire Wealth Management
Virginia
$87K +$18.9K +1,000 +28%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$85K +$21.8K +1,166 +35%
FFA
157
Founders Financial Alliance
North Carolina
$83K +$57 +3 +0.1%
CWP
158
Concord Wealth Partners
Virginia
$76K +$76K +4,044 New
KIG
159
Kessler Investment Group
Indiana
$74K -$35.3K -1,879 -32%
AAM
160
Advisors Asset Management
Colorado
$71K -$1.34K -71 -2%
AF
161
Advisornet Financial
Minnesota
$66K +$151 +8 +0.2%
William Blair & Company
162
William Blair & Company
Illinois
$60K -$13.3K -707 -18%
1832 Asset Management
163
1832 Asset Management
Ontario, Canada
$59K – – –
SPIA
164
Steward Partners Investment Advisory
New York
$58K – – –
ZIG
165
Zullo Investment Group
Pennsylvania
$56K +$56K +3,000 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$51K – – –
NL
167
NVWM LLC
Pennsylvania
$51K +$3.78K +200 +8%
CM
168
Cornerstone Management
Georgia
$50.3K +$50.3K +2,673 New
AIM
169
Anchor Investment Management
South Carolina
$47.1K +$47.1K +2,500 New
CIAS
170
Capital Investment Advisory Services
North Carolina
$44K -$1.08K -57 -2%
CA
171
CoreCap Advisors
Michigan
$43K +$43K +2,302 New
BFG
172
Baron Financial Group
New Jersey
$42.3K +$489 +26 +1%
FAG
173
Fortitude Advisory Group
Washington
$42K +$42K +2,220 New
BAM
174
Byrne Asset Management
New Jersey
$40K +$40K +2,150 New
IBOK
175
Independence Bank of Kentucky
Kentucky
$39K – – –
5 6
7
8 9