Invesco Financial Preferred ETF
PGF
205 hedge funds and large institutions have $453M invested in Invesco Financial Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 13 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 66
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
5% more capital invested
Capital invested by funds: $432M → $453M (+$21.1M)
0.57% more ownership
Funds ownership: 23.74% → 24.31% (+0.57%)
0% more funds holding
Funds holding: 205 → 205 (0)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
74% less call options, than puts
Call options by funds: $584K | Put options by funds: $2.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$3.36M |
| 2 |
Morgan Stanley
New York
|
+$3.25M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.24M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.24M |
| 5 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$3.72M |
| 2 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$2.88M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$2.41M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$942K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$746K |
PGF Hedge Fund Activity: Q2 2021 in Review
205 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q2 2021, worth a combined $453M — up 4.9% from $432M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PGF positions and 13 closed out — a net gain of 1 holder — while 72 added to existing stakes and 66 trimmed.
The largest buyer was Glovista Investments, opening a new position worth an estimated $3.36M. The largest seller was MFA Wealth Advisors, cutting an estimated $3.72M.
- 205 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $453M of Invesco Financial Preferred ETF stock for Q2 2021, up 4.9% quarter-over-quarter.
- 14 funds opened new Invesco Financial Preferred ETF positions in Q2 2021 and 13 closed out, a net change of +1 holder.
- The largest Invesco Financial Preferred ETF buyer in Q2 2021 was Glovista Investments, an estimated $3.36M added.
- The largest Invesco Financial Preferred ETF seller in Q2 2021 was MFA Wealth Advisors, an estimated $3.72M sold.
Based on aggregated 13F filings for Q2 2021.