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Invesco Financial Preferred ETF
PGF

115 hedge funds and large institutions have $251M invested in Invesco Financial Preferred ETF in 2013 Q2 according to their latest regulatory filings, with 115 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14.67% more ownership

Funds ownership: 0% → 14.67% (+15%)

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $394K

Holders
115
Holders Change
+115
Holders Change %
–
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
115
Increased
–
Reduced
–
Closed
–
Calls
$2K
Puts
$394K
Net Calls
-$392K
Net Calls Change
-$392K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$2.09M +$2.15M +116,775 New
PFS
27
Prospera Financial Services
Texas
$2.06M +$2.11M +115,041 New
CWM
28
Concert Wealth Management
California
$2.05M +$2.11M +114,776 New
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$1.65M +$1.69M +92,100 New
Ameriprise
30
Ameriprise
Minnesota
$1.53M +$1.58M +85,823 New
VFS
31
VSR Financial Services
Kansas
$1.49M +$1.54M +83,538 New
Citigroup
32
Citigroup
New York
$1.47M +$1.51M +82,395 New
SA
33
Strategic Advisors
New York
$1.45M +$1.49M +81,007 New
ICAS
34
Investors Capital Advisory Services
Massachusetts
$1.37M +$1.41M +76,755 New
RIA
35
Regal Investment Advisors
Michigan
$1.32M +$1.35M +73,555 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.28M +$1.31M +71,528 New
ICOA
37
Investment Centers of America
North Dakota
$1.19M +$1.22M +66,205 New
B
38
Baird
Wisconsin
$1.1M +$1.13M +61,619 New
PMG
39
ProVise Management Group
Florida
$1.05M +$1.08M +58,951 New
HNB
40
Huntington National Bank
Ohio
$1.05M – – –
US Bancorp
41
US Bancorp
Minnesota
$1.03M +$1.05M +57,353 New
CAN
42
Cetera Advisor Networks
California
$1.02M +$1.05M +57,254 New
AFC
43
AFT Forsyth & Company
Florida
$1.02M +$1.05M +57,190 New
ACP
44
Aviance Capital Partners
Florida
$1M +$1.03M +56,100 New
WF
45
Welch & Forbes
Massachusetts
$895K +$919K +50,000 New
HCM
46
Hengehold Capital Management
Ohio
$864K +$887K +48,275 New
FANJ
47
Financial Architects (New Jersey)
New Jersey
$847K +$872K +47,450 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$807K +$829K +45,109 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$778K +$800K +43,504 New
MFS
50
MSI Financial Services
Massachusetts
$733K +$753K +40,986 New
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PGF Hedge Fund Activity: Q2 2013 in Review

115 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q2 2013, worth a combined $251M.

Buyers outnumbered sellers: 115 funds opened new PGF positions and 0 closed out — a net gain of 115 holders — while 0 added to existing stakes and 0 trimmed.

  • 115 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $251M of Invesco Financial Preferred ETF stock for Q2 2013.
  • 115 funds opened new Invesco Financial Preferred ETF positions in Q2 2013 and 0 closed out, a net change of +115 holders.

Based on aggregated 13F filings for Q2 2013.