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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

204 hedge funds and large institutions have $454M invested in Invesco Financial Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 13 closing their positions.

Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
73
Reduced
65
Closed
13
Calls
$584K
Puts
$2.2M
Net Calls
-$1.62M
Net Calls Change
-$142K

Top Buyers

1
GI
1
Glovista Investments
New Jersey
$3.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.5M
3
FIA
3
Foundations Investment Advisors
Arizona
$29.2M
4
UBS Group
4
UBS Group
Switzerland
$15.9M
5
IAN
5
Integrated Advisors Network
Texas
$4.16M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$648K
2
ETC
2
Exchange Traded Concepts
Oklahoma
$32.6M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.5M 3,656,685 +170,830 +5%
Bank of America
2
Bank of America
North Carolina
$38.1M 1,977,400 +54,484 +3%
ETC
3
Exchange Traded Concepts
Oklahoma
$32.6M 1,691,497 -151,462 -8%
FIA
4
Foundations Investment Advisors
Arizona
$29.2M 1,511,953 +170,292 +13%
LPL Financial
5
LPL Financial
California
$24.7M 1,280,621 -1,284 -0.1%
Wells Fargo
6
Wells Fargo
California
$21.9M 1,137,743 -29,646 -3%
AWA
7
ARS Wealth Advisors
Florida
$20.4M 1,058,423 +23,370 +2%
UBS Group
8
UBS Group
Switzerland
$15.9M 824,867 +117,960 +17%
BWM
9
BT Wealth Management
Georgia
$10.7M 556,092 -10,008 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.56M 391,895 +17,603 +5%
CL
11
CIM LLC
New York
$7.02M 365,307 +3,996 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.59M 341,421 -39,204 -10%
NSIM
13
North Star Investment Management
Illinois
$6.09M 315,774 +81,512 +35%
EW
14
Evoke Wealth
California
$6.09M 315,707 +42,135 +15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.84M 302,618 -49,533 -14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.58M 289,339 +70,902 +32%
GI
17
Gradient Investments
Minnesota
$5.55M 287,740 +13,164 +5%
AWS
18
AJ Wealth Strategies
New York
$5.33M 276,230 +53,859 +24%
FCA
19
FinTrust Capital Advisors
South Carolina
$5.24M 271,568 -7,763 -3%
AP
20
Appleton Partners
Massachusetts
$5.11M 264,649 +25,823 +11%
GM
21
GeoWealth Management
Illinois
$5.07M 262,978 +25,605 +11%
SWIG
22
Strategic Wealth Investment Group
Kentucky
$4.41M 228,773 +47,065 +26%
IAN
23
Integrated Advisors Network
Texas
$4.16M 215,769 +94,043 +77%
RJA
24
Raymond James & Associates
Florida
$3.84M 199,213 +43,641 +28%
CAN
25
Cetera Advisor Networks
California
$3.68M 190,770 +14,965 +9%
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