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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

153 hedge funds and large institutions have $295M invested in Invesco Financial Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
52
Reduced
53
Closed
22
Calls
–
Puts
$839K
Net Calls
-$839K
Net Calls Change
+$833K

Top Buyers

1
AFS
1
Access Financial Services
Minnesota
$5.52M
2
AP
2
Appleton Partners
Massachusetts
$3.73M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.15M
4
Asset Management One
4
Asset Management One
Japan
$5.61M
5
AWS
5
AJ Wealth Strategies
New York
$3.21M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36M
2
HI
2
Horizon Investments
North Carolina
$29.6M
3
ACM
3
Aviance Capital Management
Florida
$18.9M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
LPL Financial
5
LPL Financial
California
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$2.52M -$23.3K -1,250 -0.9%
PAG
27
Private Advisor Group
New Jersey
$2.43M -$97.2K -5,173 -4%
FA
28
FDx Advisors
Illinois
$2.31M +$74.8K +4,007 +3%
IAS
29
IMA Advisory Services
Colorado
$2.2M +$2.2M +117,681 New
RJA
30
Raymond James & Associates
Florida
$2.16M -$78.9K -4,227 -4%
AG
31
Advisor Group
Arizona
$2.07M +$226K +12,103 +12%
William Blair & Company
32
William Blair & Company
Illinois
$1.99M – – –
SAM
33
SignalPoint Asset Management
Missouri
$1.9M -$37K -1,984 -2%
DIP
34
DT Investment Partners
Pennsylvania
$1.81M +$340K +18,195 +23%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$1.61M +$248K +13,322 +18%
FFS
36
Founders Financial Securities
Maryland
$1.61M -$22.4K -1,200 -1%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$1.6M +$1.6M +85,730 New
AF
38
Affiance Financial
Minnesota
$1.59M -$51.9K -2,783 -3%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.56M +$50.5K +2,709 +3%
CAN
40
Cetera Advisor Networks
California
$1.52M -$739K -39,730 -33%
NC
41
NewSquare Capital
Pennsylvania
$1.37M +$288K +15,423 +27%
Stifel Financial
42
Stifel Financial
Missouri
$1.36M +$64.6K +3,455 +5%
ICOA
43
Investment Centers of America
North Dakota
$1.25M +$29K +1,558 +2%
NFG
44
Noven Financial Group
Colorado
$1.14M -$146K -7,804 -11%
PA
45
Pinnacle Associates
New York
$1.14M -$10.3K -554 -0.9%
WA
46
WBH Advisory
Maryland
$1.06M +$42.6K +2,283 +4%
CIA
47
Capital Investment Advisors
Georgia
$1.06M -$25K -1,341 -2%
Citigroup
48
Citigroup
New York
$1.01M +$16.3K +874 +2%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$946K +$6.88K +369 +0.7%
GBA
50
Garrison Bradford & Associates
New York
$942K – – –
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