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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

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.

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

1
Morgan Stanley
1
Morgan Stanley
New York
$40.3M
2
U
2
UBS
Switzerland
$30.8M
3
Bank of America
3
Bank of America
North Carolina
$27.2M
4
LPL Financial
4
LPL Financial
California
$15.9M
5
BMM
5
Berkshire Money Management
Massachusetts
$12.1M

Top Sellers

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