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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 %
PB
176
Pinnacle Bancorp
Nebraska
$19K – – –
TWM
177
Tradition Wealth Management
Minnesota
$18K – – –
LWA
178
Lowe Wealth Advisors
Maryland
$12K – – –
FF
179
FourThought Financial
Florida
$12K – – –
BWM
180
BerganKDV Wealth Management
Minnesota
$10K – – –
GLLW
181
Graves Light Lenhart Wealth
Virginia
$10K +$118 +6 +1%
IFAM
182
Institutional & Family Asset Management
Colorado
$8K – – –
CAGAS
183
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
DSC
184
Duncker Streett & Co
Missouri
$6K – – –
AF
185
Allworth Financial
California
$5K – – –
GWS
186
Glassman Wealth Services
Virginia
$5K +$59 +3 +1%
JCM
187
Jacobi Capital Management
Pennsylvania
$4K – – –
AWM
188
Atticus Wealth Management
Florida
$3K -$36.2K -2,148 -92%
AA
189
Ancora Advisors
Ohio
$3K – – –
PFA
190
Professional Financial Advisors
Nebraska
$2K – – –
NFSG
191
Newbridge Financial Services Group
Florida
$1K – – –
WIM
192
Westside Investment Management
California
$4 – – –
ETC
193
Exchange Traded Concepts
Oklahoma
– -$32.6M -1,691,497 Closed
FIA
194
Foundations Investment Advisors
Arizona
– -$29.2M -1,511,953 Closed
GM
195
GeoWealth Management
Illinois
– -$5.07M -262,978 Closed
CRI
196
Colonial River Investments
Virginia
– -$1.26M -65,059 Closed
Renaissance Technologies
197
Renaissance Technologies
New York
– -$1.18M -61,144 Closed
MWA
198
MFA Wealth Advisors
Pennsylvania
– -$648K -33,545 Closed
WANY
199
Wealthspire Advisors (New York)
New York
– -$617K -32,000 Closed
KOMWMG
200
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$503K -26,056 Closed
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