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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

158 hedge funds and large institutions have $342M invested in Invesco Financial Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 41 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
31
Increased
41
Reduced
53
Closed
18
Calls
$214K
Puts
$1.89M
Net Calls
-$1.67M
Net Calls Change
-$1.94M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$80.8M
2
HI
2
Horizon Investments
North Carolina
$47.3M
3
Asset Management One
3
Asset Management One
Japan
$3.1M
4
CG
4
Caprock Group
Idaho
$4.63M
5
Wells Fargo
5
Wells Fargo
California
$1.89M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$25.2M
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
LPL Financial
4
LPL Financial
California
$16.6M
5
ACM
5
Aviance Capital Management
Florida
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
FDx Advisors
Illinois
$2.15M -$368K -20,507 -15%
William Blair & Company
27
William Blair & Company
Illinois
$1.91M -$507K -28,238 -21%
Wells Fargo
28
Wells Fargo
California
$1.89M +$1.37M +76,398 +267%
SAM
29
SignalPoint Asset Management
Missouri
$1.87M +$213K +11,871 +13%
AG
30
Advisor Group
Arizona
$1.78M +$144K +8,046 +9%
VKH
31
Virtu KCG Holdings
New York
$1.77M +$394K +21,953 +29%
Goldman Sachs
32
Goldman Sachs
New York
$1.68M -$108K -6,041 -6%
AF
33
Affiance Financial
Minnesota
$1.58M +$2.53K +141 +0.2%
FFS
34
Founders Financial Securities
Maryland
$1.57M +$859K +47,816 +121%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.45M -$178K -9,885 -11%
DIP
36
DT Investment Partners
Pennsylvania
$1.42M +$101K +5,649 +8%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.31M +$38K +2,115 +3%
Wolverine Trading
38
Wolverine Trading
Illinois
$1.26M +$979K +54,508 +349%
Stifel Financial
39
Stifel Financial
Missouri
$1.24M +$127K +7,047 +11%
NFG
40
Noven Financial Group
Colorado
$1.23M -$1.53M -85,128 -55%
BCM
41
Bluefin Capital Management
New York
$1.23M +$1.23M +68,381 New
ICOA
42
Investment Centers of America
North Dakota
$1.18M -$278K -15,424 -19%
PA
43
Pinnacle Associates
New York
$1.1M +$80.4K +4,480 +8%
NC
44
NewSquare Capital
Pennsylvania
$1.05M +$64.5K +3,589 +7%
CIA
45
Capital Investment Advisors
Georgia
$1.04M -$48.5K -2,700 -4%
WA
46
WBH Advisory
Maryland
$982K -$53.1K -2,955 -5%
Citigroup
47
Citigroup
New York
$954K -$654K -36,424 -41%
ACP
48
Aviance Capital Partners
Florida
$908K +$30.6K +1,706 +3%
GBA
49
Garrison Bradford & Associates
New York
$907K -$89.8K -5,000 -9%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$906K -$25.4K -1,413 -3%
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