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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

169 hedge funds and large institutions have $286M invested in Invesco Financial Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
3.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
54
Reduced
60
Closed
17
Calls
–
Puts
$232K
Net Calls
-$232K
Net Calls Change
-$232K

Top Buyers

1
CFG
1
CNO Financial Group
Indiana
$18.6M
2
WBG
2
Wharton Business Group
Pennsylvania
$7.08M
3
PI
3
PineBridge Investments
New York
$4.67M
4
PI
4
PFS Investments
Georgia
$5.55M
5
HI
5
Horizon Investments
North Carolina
$23.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$29.1M
2
AWS
2
AJ Wealth Strategies
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$14M
4
AFS
4
Access Financial Services
Minnesota
$3.12M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$2.29M -$126K -6,810 -5%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$2.2M +$174K +9,404 +9%
IAS
28
IMA Advisory Services
Colorado
$2.15M -$4.88K -263 -0.2%
PFS
29
Prospera Financial Services
Texas
$2.09M -$473K -25,500 -18%
CAN
30
Cetera Advisor Networks
California
$2.04M +$63.8K +3,430 +3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.03M +$266K +14,479 +15%
AFC
32
AFT Forsyth & Company
Florida
$1.79M – – –
Jane Street
33
Jane Street
New York
$1.79M +$1.79M +96,475 New
NC
34
NewSquare Capital
Pennsylvania
$1.76M +$179K +9,671 +11%
Goldman Sachs
35
Goldman Sachs
New York
$1.7M -$6.88K -371 -0.4%
Renaissance Technologies
36
Renaissance Technologies
New York
$1.5M +$556K +29,966 +59%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.5M +$1.5M +80,745 New
MA
38
Mutual Advisors
Nebraska
$1.43M +$59.7K +3,220 +4%
NFG
39
Noven Financial Group
Colorado
$1.32M +$244K +13,141 +23%
FANJ
40
Financial Architects (New Jersey)
New Jersey
$1.31M – – –
William Blair & Company
41
William Blair & Company
Illinois
$1.14M -$211K -11,371 -16%
RT
42
Rockland Trust
Massachusetts
$1.13M +$131K +7,043 +13%
GBA
43
Garrison Bradford & Associates
New York
$1.03M +$92.8K +5,000 +10%
ACM
44
Aviance Capital Management
Florida
$1.03M -$182K -9,831 -15%
Stifel Financial
45
Stifel Financial
Missouri
$1.02M -$85.5K -4,595 -8%
AWM
46
AE Wealth Management
Kansas
$988K +$230K +12,377 +30%
CIA
47
Capital Investment Advisors
Georgia
$946K -$65.8K -3,550 -7%
FFS
48
Founders Financial Securities
Maryland
$938K +$62.6K +3,374 +7%
PA
49
Pinnacle Associates
New York
$937K -$130K -7,014 -12%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$931K +$34.7K +1,870 +4%
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