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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

108 hedge funds and large institutions have $168M invested in Invesco Financial Preferred ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% 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
4
Increased
36
Reduced
30
Closed
8
Calls
$2K
Puts
$348K
Net Calls
-$346K
Net Calls Change
+$403K

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$6.29M
2
Bank of America
2
Bank of America
North Carolina
$20.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.47M
4
William Blair & Company
4
William Blair & Company
Illinois
$3.7M
5
OIA
5
Optimum Investment Advisors
Illinois
$886K

Top Sellers

1
WBG
1
Wharton Business Group
Pennsylvania
$2.23M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$2.43M
3
CIA
3
Capital Investment Advisors
Georgia
$162K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.53M
5
U
5
UBS
Switzerland
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.41M +$6.15K +338 +0.4%
OC
27
Oppenheimer & Co
New York
$1.3M +$34.5K +1,894 +3%
RIA
28
Regal Investment Advisors
Michigan
$1.25M -$801 -44 -0.1%
Ameriprise
29
Ameriprise
Minnesota
$1.24M +$172K +9,460 +16%
PFA
30
Paradigm Financial Advisors
Missouri
$1.15M -$347K -19,076 -23%
Citigroup
31
Citigroup
New York
$1.1M -$215K -11,814 -16%
PA
32
Pinnacle Associates
New York
$1.08M -$43.3K -2,376 -4%
ACP
33
Aviance Capital Partners
Florida
$1.01M -$44.6K -2,450 -4%
ICAS
34
Investors Capital Advisory Services
Massachusetts
$886K +$67.1K +3,687 +8%
OIA
35
Optimum Investment Advisors
Illinois
$886K +$286K +15,683 +48%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$879K – – –
PMG
37
ProVise Management Group
Florida
$878K +$3.64K +200 +0.4%
CAN
38
Cetera Advisor Networks
California
$859K +$118K +6,501 +16%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$830K +$85.2K +4,686 +11%
CWM
40
Concert Wealth Management
California
$818K -$5.58K -312 -0.7%
FHA
41
First Horizon Advisors
Tennessee
$769K – – –
FANJ
42
Financial Architects (New Jersey)
New Jersey
$711K – – –
PAG
43
Private Advisor Group
New Jersey
$622K +$15.2K +834 +3%
DADC
44
D.A. Davidson & Co
Montana
$588K +$33.7K +1,852 +6%
NFG
45
Noven Financial Group
Colorado
$586K +$162K +8,911 +38%
MAS
46
Madden Advisory Services
Florida
$580K – – –
AIG
47
American International Group
New York
$567K -$5.99K -329 -1%
HCM
48
Hollencrest Capital Management
California
$549K -$27.3K -1,500 -5%
BF
49
BOK Financial
Oklahoma
$534K -$1.46M -80,223 -73%
DAM
50
Deltec Asset Management
New York
$528K -$182K -10,000 -26%
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