Invesco Financial Preferred ETF
PGF
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.
218% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 11
13% more funds holding
Funds holding: 191 → 215 (+24)
3% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 67
2% more capital invested
Capital invested by funds: $396M → $403M (+$7.49M)
0.65% more ownership
Funds ownership: 21.92% → 22.57% (+0.65%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
70% less call options, than puts
Call options by funds: $198K | Put options by funds: $659K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.19M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
+$3.62M |
| 3 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$2.54M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.01M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BT Wealth Management
Atlanta,
Georgia
|
-$6.47M |
| 2 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$3.28M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.22M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.14M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.06M |
PGF Hedge Fund Activity: Q4 2021 in Review
215 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q4 2021, worth a combined $403M — up 1.9% from $396M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PGF positions and 11 closed out — a net gain of 24 holders — while 69 added to existing stakes and 67 trimmed.
The largest buyer was Bank of America, adding an estimated $6.19M. The largest seller was BT Wealth Management, cutting an estimated $6.47M.
- 215 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q4 2021, up from 191 in Q3 2021.
- Funds reported $403M of Invesco Financial Preferred ETF stock for Q4 2021, up 1.9% quarter-over-quarter.
- 35 funds opened new Invesco Financial Preferred ETF positions in Q4 2021 and 11 closed out, a net change of +24 holders.
- The largest Invesco Financial Preferred ETF buyer in Q4 2021 was Bank of America, an estimated $6.19M added.
- The largest Invesco Financial Preferred ETF seller in Q4 2021 was BT Wealth Management, an estimated $6.47M sold.
Based on aggregated 13F filings for Q4 2021.