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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 %
BWM
201
BerganKDV Wealth Management
Minnesota
$10K – – –
GLLW
202
Graves Light Lenhart Wealth
Virginia
$10K +$97 +5 +1%
IFAM
203
Institutional & Family Asset Management
Colorado
$8K – – –
CFA
204
Carroll Financial Associates
North Carolina
$8K +$8K +450 New
HWA
205
Heritage Wealth Advisors
Virginia
$7K +$7K +384 New
TSWM
206
Tyler-Stone Wealth Management
Ohio
$6K +$6K +300 New
DSC
207
Duncker Streett & Co
Missouri
$5K – – –
AF
208
Allworth Financial
California
$5K – – –
S
209
Surevest
California
$5K +$5K +240 New
AWM
210
Atticus Wealth Management
Florida
$3K -$1.02K -45 -25%
AA
211
Ancora Advisors
Ohio
$3K – – –
PFA
212
Professional Financial Advisors
Nebraska
$2K – – –
CFRPA
213
Castle Financial & Retirement Planning Associates
New Jersey
$2K +$2K +130 New
NFSG
214
Newbridge Financial Services Group
Florida
$1K – – –
FGAM
215
Financial Gravity Asset Management
Texas
$145 +$122 +32 +533%
WIM
216
Westside Investment Management
California
$4 – – –
GI
217
Glovista Investments
New Jersey
– -$3.28M -172,991 Closed
PCM
218
Pennsylvania Capital Management
Pennsylvania
– -$732K -38,769 Closed
Wolverine Trading
219
Wolverine Trading
Illinois
– -$575K -30,348 Closed
CK
220
Cohen Klingenstein
New York
– -$569K -30,000 Closed
CAMG
221
CWA Asset Management Group
Florida
– -$474K -25,000 Closed
KA
222
Kovack Advisors
Florida
– -$326K -17,188 Closed
PA
223
Probity Advisors
Texas
– -$189K -10,000 Closed
LDFR
224
Lehman & Derafelo Financial Resources
Pennsylvania
– -$43K -2,291 Closed
Simplex Trading
225
Simplex Trading
Illinois
– -$31K -1,631 Closed
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