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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 %
Morgan Stanley
1
Morgan Stanley
New York
$65.8M 3,485,855 +949,381 +37%
Bank of America
2
Bank of America
North Carolina
$36.3M 1,922,916 +12,004 +0.6%
ETC
3
Exchange Traded Concepts
Oklahoma
$34.8M 1,842,959 -56,437 -3%
FIA
4
Foundations Investment Advisors
Arizona
$25.6M 1,341,661 +1,307,564 +3,835%
LPL Financial
5
LPL Financial
California
$24.2M 1,281,905 +42,803 +3%
Wells Fargo
6
Wells Fargo
California
$22M 1,167,389 +142,211 +14%
AWA
7
ARS Wealth Advisors
Florida
$19.5M 1,035,053 +12,714 +1%
UBS Group
8
UBS Group
Switzerland
$13.3M 706,907 -105,576 -13%
BWM
9
BT Wealth Management
Georgia
$10.7M 566,100 +34,002 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.19M 380,625 +161,795 +74%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.07M 374,292 +40,753 +12%
CL
12
CIM LLC
New York
$6.84M 361,311 +8,423 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.65M 352,151 -331,456 -48%
FCA
14
FinTrust Capital Advisors
South Carolina
$5.27M 279,331 -23,749 -8%
GI
15
Gradient Investments
Minnesota
$5.18M 274,576 +271,979 +10,473%
EW
16
Evoke Wealth
California
$5.17M 273,572 -9,946 -4%
AP
17
Appleton Partners
Massachusetts
$4.51M 238,826 +13,726 +6%
GM
18
GeoWealth Management
Illinois
$4.48M 237,373 +217,238 +1,079%
NSIM
19
North Star Investment Management
Illinois
$4.42M 234,262 -15,188 -6%
MWA
20
MFA Wealth Advisors
Pennsylvania
$4.3M 229,270 +41,748 +22%
AWS
21
AJ Wealth Strategies
New York
$4.2M 222,371 +43,032 +24%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.12M 218,437 +6,301 +3%
Asset Management One
23
Asset Management One
Japan
$3.59M 190,015 -15,903 -8%
SWIG
24
Strategic Wealth Investment Group
Kentucky
$3.43M 181,708 +35,895 +25%
CAN
25
Cetera Advisor Networks
California
$3.32M 175,805 +11,786 +7%
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