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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 %
OCM
176
Orion Capital Management
California
$38K – – –
FFA
177
Freedman Financial Associates
Massachusetts
$35K -$16.1K -850 -31%
GWM
178
Geneos Wealth Management
Colorado
$34K – – –
BFEC
179
Benjamin F. Edwards & Company
Missouri
$32K +$951 +50 +3%
BWL
180
Bogart Wealth LLC
Virginia
$30K – – –
TLCM
181
Twin Lakes Capital Management
California
$28K – – –
BAM
182
Bellevue Asset Management
Washington
$27K – – –
DI
183
Disciplined Investments
Oklahoma
$27K +$298 +16 +1%
WWM
184
Wolff Wiese Magana
California
$26K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$26K +$26K +1,366 New
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$25K – – –
CAL
187
Capital Advisors Ltd
Ohio
$23K – – –
CA
188
Clearstead Advisors
Ohio
$23K +$23K +1,200 New
Citigroup
189
Citigroup
New York
$22K -$58.4K -3,075 -73%
WT
190
Washington Trust
Rhode Island
$22K – – –
PB
191
Pinnacle Bancorp
Nebraska
$19K – – –
HNB
192
Huntington National Bank
Ohio
$19K -$19K – –
SFM
193
Signet Financial Management
New Jersey
$19K +$19K +1,015 New
TWM
194
Tradition Wealth Management
Minnesota
$18K – – –
SCA
195
Snowden Capital Advisors
New York
$18K +$18K +1,000 New
Fidelity Investments
196
Fidelity Investments
Massachusetts
$15K -$155K -8,388 -91%
FF
197
FourThought Financial
Florida
$13K – – –
RIA
198
Richwood Investment Advisors
Ohio
$13K +$13K +692 New
LWA
199
Lowe Wealth Advisors
Maryland
$12K – – –
BA
200
Bivin & Associates
Oklahoma
$11K +$11K +600 New
6 7
8
9 10