PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

204 hedge funds and large institutions have $454M invested in Invesco Financial Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
73
Reduced
65
Closed
13
Calls
$584K
Puts
$2.2M
Net Calls
-$1.62M
Net Calls Change
-$142K

Top Buyers

1
GI
Glovista Investments
New Jersey
$3.41M
2
Morgan Stanley
Morgan Stanley
New York
$70.5M
3
FIA
Foundations Investment Advisors
Arizona
$29.2M
4
UBS Group
UBS Group
Switzerland
$15.9M
5
IAN
Integrated Advisors Network
Texas
$4.16M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$648K
2
ETC
Exchange Traded Concepts
Oklahoma
$32.6M
3
Wolverine Trading
Wolverine Trading
Illinois
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$245K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
176
Strategic Blueprint
Georgia
$39K +$39K +2,012 New
BFEC
177
Benjamin F. Edwards & Company
Missouri
$32K -$3.27K -167 -9%
BWL
178
Bogart Wealth LLC
Virginia
$31K -$96.5K -4,979 -76%
Simplex Trading
179
Simplex Trading
Illinois
$31K -$12.8K -676 -29%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
TLCM
181
Twin Lakes Capital Management
California
$29K – – –
BAM
182
Bellevue Asset Management
Washington
$28K – – –
WWM
183
Wolff Wiese Magana
California
$27K +$96 +5 +0.4%
DI
184
Disciplined Investments
Oklahoma
$27K +$324 +17 +1%
CAL
185
Capital Advisors Ltd
Ohio
$23K – – –
WT
186
Washington Trust
Rhode Island
$22K – – –
EVM
187
Eaton Vance Management
Massachusetts
$19K -$9.98K -525 -34%
PB
188
Pinnacle Bancorp
Nebraska
$19K – – –
HNB
189
Huntington National Bank
Ohio
$19K -$19K – –
TWM
190
Tradition Wealth Management
Minnesota
$19K – – –
IBOK
191
Independence Bank of Kentucky
Kentucky
$18K – – –
LWA
192
Lowe Wealth Advisors
Maryland
$13K – – –
FF
193
FourThought Financial
Florida
$13K – – –
BWM
194
BerganKDV Wealth Management
Minnesota
$10K – – –
GLLW
195
Graves Light Lenhart Wealth
Virginia
$10K +$120 +6 +1%
IFAM
196
Institutional & Family Asset Management
Colorado
$9K – – –
CAGAS
197
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
DSC
198
Duncker Streett & Co
Missouri
$6K – – –
AF
199
Allworth Financial
California
$5K – – –
GWS
200
Glassman Wealth Services
Virginia
$5K +$60 +3 +1%
5 6 7
8
9