PGF icon

Invesco Financial Preferred ETF

112 hedge funds and large institutions have $179M invested in Invesco Financial Preferred ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
26
Reduced
39
Closed
10
Calls
Puts
$749K
Net Calls
-$749K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
26
Paradigm Financial Advisors
Missouri
$1.46M -$162K -9,077 -10%
ICOA
27
Investment Centers of America
North Dakota
$1.41M +$693K +40,545 +97%
RJA
28
Raymond James & Associates
Florida
$1.38M -$75K -4,215 -5%
Citigroup
29
Citigroup
New York
$1.29M -$2.99K -168 -0.2%
OC
30
Oppenheimer & Co
New York
$1.24M -$6.47K -364 -0.5%
RIA
31
Regal Investment Advisors
Michigan
$1.22M +$15.4K +868 +1%
PA
32
Pinnacle Associates
New York
$1.1M -$49.8K -2,801 -4%
Ameriprise
33
Ameriprise
Minnesota
$1.08M -$9.14K -497 -0.8%
ACP
34
Aviance Capital Partners
Florida
$1.03M -$8.38K -471 -0.8%
WF
35
Welch & Forbes
Massachusetts
$890K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$860K -$8.9K -500 -1%
PMG
37
ProVise Management Group
Florida
$855K
CWM
38
Concert Wealth Management
California
$817K -$519K -29,247 -39%
ICAS
39
Investors Capital Advisory Services
Massachusetts
$800K -$10.1K -571 -1%
FHA
40
First Horizon Advisors
Tennessee
$752K +$348K +19,548 +86%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$729K -$70.8K -3,976 -9%
CAN
42
Cetera Advisor Networks
California
$726K +$5.61K +315 +0.8%
FANJ
43
Financial Architects (New Jersey)
New Jersey
$695K -$12.5K -700 -2%
DAM
44
Deltec Asset Management
New York
$694K
PAG
45
Private Advisor Group
New Jersey
$593K -$263K -14,812 -31%
OIA
46
Optimum Investment Advisors
Illinois
$587K +$10.7K +600 +2%
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$577K +$889 +50 +0.2%
MFS
48
MSI Financial Services
Massachusetts
$572K -$91.6K -5,153 -14%
MAS
49
Madden Advisory Services
Florida
$567K +$410K +23,055 +261%
HCM
50
Hollencrest Capital Management
California
$563K -$104K -5,865 -16%