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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

107 hedge funds and large institutions have $191M invested in Invesco Financial Preferred ETF in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
20
Reduced
42
Closed
13
Calls
–
Puts
$796K
Net Calls
-$796K
Net Calls Change
+$194K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$9.23M
2
WBG
2
Wharton Business Group
Pennsylvania
$7.75M
3
IAS
3
IMA Advisory Services
Colorado
$4.55M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.7M
5
GC
5
Guggenheim Capital
Illinois
$1.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.3M
2
LPL Financial
2
LPL Financial
California
$8.82M
3
Bank of America
3
Bank of America
North Carolina
$19.4M
4
U
4
UBS
Switzerland
$21.3M
5
BF
5
BOK Financial
Oklahoma
$7.62M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
26
Paradigm Financial Advisors
Missouri
$1.55M 91,358 +91,358 New
GC
27
Guggenheim Capital
Illinois
$1.43M 84,172 +61,334 +269%
RJA
28
Raymond James & Associates
Florida
$1.38M 81,595 -1,907 -2%
CWM
29
Concert Wealth Management
California
$1.27M 75,266 -16,835 -18%
Citigroup
30
Citigroup
New York
$1.23M 72,582 -15,447 -18%
OC
31
Oppenheimer & Co
New York
$1.19M 70,083 -1,735 -2%
VKH
32
Virtu KCG Holdings
New York
$1.15M 67,684 -32,996 -33%
RIA
33
Regal Investment Advisors
Michigan
$1.15M 67,696 -5,371 -7%
PA
34
Pinnacle Associates
New York
$1.09M 64,605 -16,651 -20%
Ameriprise
35
Ameriprise
Minnesota
$999K 58,995 -26,349 -31%
ACP
36
Aviance Capital Partners
Florida
$992K 58,571 +3,071 +6%
WF
37
Welch & Forbes
Massachusetts
$847K 50,000 – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$826K 48,804 +4,800 +11%
PAG
39
Private Advisor Group
New Jersey
$816K 48,159 +48,159 New
PMG
40
ProVise Management Group
Florida
$814K 48,051 -3,700 -7%
ICAS
41
Investors Capital Advisory Services
Massachusetts
$771K 45,582 -31,622 -41%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$762K 44,930 -18,345 -29%
HCM
43
Hengehold Capital Management
Ohio
$734K 43,333 -3,154 -7%
ICOA
44
Investment Centers of America
North Dakota
$714K 41,663 -40,545 -49%
CAN
45
Cetera Advisor Networks
California
$683K 40,460 -14,164 -26%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$673K 39,750 -8,400 -17%
HNB
47
Huntington National Bank
Ohio
– – – –
DAM
48
Deltec Asset Management
New York
$661K 39,000 – –
CFA
49
Cahill Financial Advisors
Minnesota
$649K 38,304 +38,304 New
HCM
50
Hollencrest Capital Management
California
$635K 37,495 +37,495 New
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