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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

135 hedge funds and large institutions have $341M invested in Invesco Financial Preferred ETF in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
135
Holders Change
+16
Holders Change %
+13.45%
% of All Funds
3.55%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
49
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.6M
2
SAS
2
Sage Advisory Services
Texas
$22.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
FA
4
FDx Advisors
Illinois
$18.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.2M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
GC
2
Guggenheim Capital
Illinois
$9.3M
3
JA
3
JOYN Advisors
Georgia
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
SignalPoint Asset Management
Missouri
$1.97M 104,370 -6,848 -6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.95M 103,310 +4,176 +4%
ICOA
28
Investment Centers of America
North Dakota
$1.64M 87,288 -2,480 -3%
NPC
29
National Planning Corporation
California
$1.62M 87,895 +87,895 New
Ameriprise
30
Ameriprise
Minnesota
$1.52M 80,798 +8,909 +12%
WI
31
WBI Investments
New Jersey
$1.47M 77,952 -446 -0.6%
MFS
32
MSI Financial Services
Massachusetts
$1.45M 77,108 +59,346 +334%
AIG
33
American International Group
New York
$1.42M 75,525 +34,527 +84%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.32M 70,108 +10,275 +17%
CCS
35
Crosspoint Capital Strategies
California
$1.29M 70,670 +70,670 New
Citigroup
36
Citigroup
New York
$1.28M 67,696 -110 -0.2%
VFA
37
Voya Financial Advisors
Connecticut
$1.27M 67,489 +49,314 +271%
ICAS
38
Investors Capital Advisory Services
Massachusetts
$1.25M 66,642 -995 -1%
ACP
39
Aviance Capital Partners
Florida
$1.23M 65,470 +1,682 +3%
SAMC
40
Shinko Asset Management Company
Japan
$1.22M 65,000 -6,000 -8%
WBG
41
Wharton Business Group
Pennsylvania
$1.2M 63,515 – –
PA
42
Pinnacle Associates
New York
$1.14M 60,769 +3,149 +5%
BTS
43
BB&T Securities
Virginia
$1.14M 60,723 +41,995 +224%
RIA
44
Regal Investment Advisors
Michigan
$1.13M 60,276 -8,529 -12%
STMM
45
South Texas Money Management
Texas
$1.08M 57,284 +57,284 New
DIP
46
DT Investment Partners
Pennsylvania
$1.05M 55,824 +55,824 New
NFG
47
Noven Financial Group
Colorado
$1.03M 54,795 +32,134 +142%
SS
48
Simplicity Solutions
Minnesota
$991K 52,612 +52,612 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$948K 50,390 -13,100 -21%
PMG
50
ProVise Management Group
Florida
$870K 46,200 – –
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