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

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$0
2
TA
2
TCG Advisors
Texas
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$1.13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
176
Westside Investment Management
California
$4 -$4 -242 -50%
PFS
177
Prospera Financial Services
Texas
– -$1.61M -89,763 Closed
TA
178
TCG Advisors
Texas
– -$1.26M -70,170 Closed
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
– -$837K -46,773 Closed
HHRDM
180
H&H Retirement Design & Management
Nevada
– -$655K -36,595 Closed
TW
181
Transform Wealth
Colorado
– -$582K -32,520 Closed
RIA
182
Regal Investment Advisors
Michigan
– -$365K -20,390 Closed
BF
183
BOK Financial
Oklahoma
– -$310K -17,295 Closed
CAG
184
Csenge Advisory Group
Florida
– -$266K -14,865 Closed
FAAS
185
First Allied Advisory Services
California
– -$258K -14,436 Closed
TIA
186
Traphagen Investment Advisors
New Jersey
– -$206K -11,532 Closed
FI
187
Financial Insights
Washington
– -$137 -11,084 Closed
PIMG
188
Patriot Investment Management Group
Tennessee
– -$110K -6,158 Closed
SNT
189
Security National Trust
West Virginia
– -$89K -5,000 Closed
OPS
190
Orion Portfolio Solutions
Nebraska
– -$46K -2,579 Closed
SF
191
Synovus Financial
Georgia
– -$45K -2,500 Closed
WCAMG
192
Woodard & Company Asset Management Group
North Carolina
– -$26K -1,471 Closed
RAM
193
Riggs Asset Management
Pennsylvania
– -$9K -544 Closed
CAAS
194
Capital Asset Advisory Services
Michigan
– -$3K -175 Closed
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