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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 %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$3K 144 – –
AA
202
Ancora Advisors
Ohio
$3K 150 – –
PFA
203
Professional Financial Advisors
Nebraska
$2K 100 – –
NFSG
204
Newbridge Financial Services Group
Florida
$1K 75 – –
FGAM
205
Financial Gravity Asset Management
Texas
$20 1,052 +1,052 New
WIM
206
Westside Investment Management
California
$4 242 – –
Verition Fund Management
207
Verition Fund Management
Connecticut
– – -133,870 Closed
GI
208
Glovista Investments
New Jersey
– – -124,141 Closed
CTA
209
Chesley Taft & Associates
Illinois
– – -93,225 Closed
OMC
210
Old Mission Capital
Illinois
– – -90,851 Closed
FTUS
211
Flow Traders U.S.
New York
– – -60,408 Closed
TSS
212
Two Sigma Securities
New York
– – -41,423 Closed
SAM
213
Secure Asset Management
Michigan
– – -26,050 Closed
Jane Street
214
Jane Street
New York
– – -23,754 Closed
AAS
215
Avantax Advisory Services
Texas
– – -19,839 Closed
SIAP
216
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– – -15,000 Closed
MIAN
217
Mariner Independent Advisor Network
Kansas
– – -14,284 Closed
CG
218
CFO4Life Group
Texas
– – -12,549 Closed
GFPC
219
Global Financial Private Client
Florida
– – -1,916 Closed
SFA
220
Semmax Financial Advisors
North Carolina
– – -1,545 Closed
D
221
Diversified
Delaware
– – -758 Closed
CWA
222
Clearview Wealth Advisors
Oregon
– – -550 Closed
MCM
223
McMillion Capital Management
North Carolina
– – -350 Closed
LGA
224
Lebenthal Global Advisors
New York
– – -62 Closed
BDWCC
225
B&D White Capital Company
Texas
– – -46 Closed
6 7 8
9
10