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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

156 hedge funds and large institutions have $303M invested in Invesco Financial Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
66
Reduced
41
Closed
14
Calls
$1K
Puts
$512K
Net Calls
-$511K
Net Calls Change
+$328K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$3.55M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.46M
3
CS
3
Credit Suisse
Switzerland
$1.72M
4
Asset Management One
4
Asset Management One
Japan
$7.31M
5
AWS
5
AJ Wealth Strategies
New York
$4.26M

Top Sellers

1
CG
1
Caprock Group
Idaho
$0
2
FA
2
FDx Advisors
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$23.4M
4
ACM
4
Aviance Capital Management
Florida
$17.4M
5
Ameriprise
5
Ameriprise
Minnesota
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$2.52M 131,653 -3,084 -2%
Goldman Sachs
27
Goldman Sachs
New York
$2.46M 128,689 +113,871 +768%
IAS
28
IMA Advisory Services
Colorado
$2.32M 121,546 +3,865 +3%
DIP
29
DT Investment Partners
Pennsylvania
$2.23M 116,653 +19,499 +20%
AG
30
Advisor Group
Arizona
$2.13M 111,267 +80 +0.1%
SAM
31
SignalPoint Asset Management
Missouri
$1.95M 102,005 +15 +0%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.91M 100,054 -53,855 -35%
RJA
33
Raymond James & Associates
Florida
$1.88M 98,622 -16,868 -15%
CAN
34
Cetera Advisor Networks
California
$1.88M 98,363 +16,747 +21%
CS
35
Credit Suisse
Switzerland
$1.72M 90,000 +90,000 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.66M 87,077 +3,467 +4%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.58M 82,500 -3,836 -4%
NC
38
NewSquare Capital
Pennsylvania
$1.51M 78,784 +5,198 +7%
Jane Street
39
Jane Street
New York
$1.37M 71,804 +39,677 +124%
Stifel Financial
40
Stifel Financial
Missouri
$1.21M 63,288 -9,154 -13%
ICOA
41
Investment Centers of America
North Dakota
$1.19M 62,057 -5,032 -8%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$1.18M 62,000 -23,730 -28%
PA
43
Pinnacle Associates
New York
$1.18M 61,675 +850 +1%
AF
44
Affiance Financial
Minnesota
$1.13M 59,370 -25,856 -30%
WA
45
WBH Advisory
Maryland
$1.09M 57,100 +133 +0.2%
CIA
46
Capital Investment Advisors
Georgia
$1.08M 56,446 -350 -0.6%
NFG
47
Noven Financial Group
Colorado
$1.05M 54,908 -5,946 -10%
ACP
48
Aviance Capital Partners
Florida
$1.05M 54,861 +4,429 +9%
Citigroup
49
Citigroup
New York
$1.03M 53,912 -65 -0.1%
William Blair & Company
50
William Blair & Company
Illinois
$1.02M 53,631 -52,965 -50%
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