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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 %
EVM
176
Eaton Vance Management
Massachusetts
$29K 1,525 +1,525 New
TLCM
177
Twin Lakes Capital Management
California
$28K 1,500 +1,500 New
BAM
178
Bellevue Asset Management
Washington
$27K 1,430 – –
RWB
179
RMR Wealth Builders
New Jersey
$26K 1,360 -1,240 -48%
WWM
180
Wolff Wiese Magana
California
$26K 1,398 +17 +1%
DI
181
Disciplined Investments
Oklahoma
$26K 1,401 +18 +1%
CFD
182
Creative Financial Designs
Indiana
$25K 1,305 +1,305 New
CAL
183
Capital Advisors Ltd
Ohio
$23K 1,200 – –
WT
184
Washington Trust
Rhode Island
$22K 1,160 -1,000 -46%
PB
185
Pinnacle Bancorp
Nebraska
$19K 1,000 – –
HNB
186
Huntington National Bank
Ohio
– – – –
TWM
187
Tradition Wealth Management
Minnesota
$18K 974 – –
IBOK
188
Independence Bank of Kentucky
Kentucky
$18K 950 – –
EP
189
Eudaimonia Partners
Tennessee
$18K 967 +967 New
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K 775 +775 New
FF
191
FourThought Financial
Florida
$12K 676 -452 -40%
LWA
192
Lowe Wealth Advisors
Maryland
$12K 650 – –
BWM
193
BerganKDV Wealth Management
Minnesota
$10K 525 – –
GLLW
194
Graves Light Lenhart Wealth
Virginia
$9K 496 +6 +1%
IFAM
195
Institutional & Family Asset Management
Colorado
$8K 442 – –
CAGAS
196
Capital Advisory Group Advisory Services
Minnesota
$7K 345 – –
DSC
197
Duncker Streett & Co
Missouri
$5K 291 – –
GWS
198
Glassman Wealth Services
Virginia
$5K 249 +3 +1%
AF
199
Allworth Financial
California
$5K 275 +275 New
JCM
200
Jacobi Capital Management
Pennsylvania
$4K 210 – –
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8
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