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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

209 hedge funds and large institutions have $394M invested in Invesco Financial Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
209
Holders Change
+34
Holders Change %
+19.43%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
70
Reduced
49
Closed
7
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
-$2.63M

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$36.5M
2
Wells Fargo
2
Wells Fargo
California
$19.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$1.54M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
4
AAS
4
Avantax Advisory Services
Texas
$382K
5
RM
5
Resource Management
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.7M 2,536,474 +204,266 +9%
Bank of America
2
Bank of America
North Carolina
$36.7M 1,910,912 +102,028 +6%
ETC
3
Exchange Traded Concepts
Oklahoma
$36.5M 1,899,396 +1,781,828 +1,516%
LPL Financial
4
LPL Financial
California
$23.8M 1,239,102 +179,405 +17%
Wells Fargo
5
Wells Fargo
California
$19.7M 1,025,178 +255,421 +33%
AWA
6
ARS Wealth Advisors
Florida
$19.6M 1,022,339 +42,851 +4%
UBS Group
7
UBS Group
Switzerland
$15.6M 812,483 +34,438 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.1M 683,607 +247,283 +57%
BWM
9
BT Wealth Management
Georgia
$10.2M 532,098 +95,107 +22%
CL
10
CIM LLC
New York
$6.65M 352,888 +5,192 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.41M 333,539 +9,736 +3%
FCA
12
FinTrust Capital Advisors
South Carolina
$5.82M 303,080 -10,650 -3%
EW
13
Evoke Wealth
California
$5.45M 283,518 +74,090 +35%
NSIM
14
North Star Investment Management
Illinois
$4.79M 249,450 +1,080 +0.4%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.49M 233,918 +4,898 +2%
AP
16
Appleton Partners
Massachusetts
$4.32M 225,100 +7,945 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.2M 218,830 +7,754 +4%
Wolverine Trading
18
Wolverine Trading
Illinois
$4.15M 216,642 +193,633 +842%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.08M 212,136 +14,494 +7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4M 207,998 +207,998 New
Asset Management One
21
Asset Management One
Japan
$3.94M 205,918 -20,560 -9%
MWA
22
MFA Wealth Advisors
Pennsylvania
$3.6M 187,522 +5,081 +3%
AWS
23
AJ Wealth Strategies
New York
$3.45M 179,339 +30,483 +20%
CAN
24
Cetera Advisor Networks
California
$3.15M 164,019 +11,676 +8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.96M 154,336 +11,733 +8%
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