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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

172 hedge funds and large institutions have $290M invested in Invesco Financial Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 20 closing their positions.

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
50
Reduced
54
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$13.7M
2
HI
2
Horizon Investments
North Carolina
$27.7M
3
Wells Fargo
3
Wells Fargo
California
$5.68M
4
FAN
4
Financial Advisors Network
California
$2.79M
5
BCM
5
Bluefin Capital Management
New York
$1.86M

Top Sellers

1
PI
1
PineBridge Investments
New York
$22K
2
WA
2
WBH Advisory
Maryland
$5.69M
3
Jane Street
3
Jane Street
New York
$0
4
LPL Financial
4
LPL Financial
California
$14M
5
Asset Management One
5
Asset Management One
Japan
$7.26M
Name Market Value Shares Shares
Change 		Shares
Change %
KFC
26
Klingenstein Fields & Co
New York
$2.34M 126,800 -51,300 -29%
RJA
27
Raymond James & Associates
Florida
$2.3M 124,735 +1,471 +1%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$2.2M 118,622 – –
NC
29
NewSquare Capital
Pennsylvania
$2.08M 113,242 +18,647 +20%
IAS
30
IMA Advisory Services
Colorado
$1.92M 104,193 -11,701 -10%
NFG
31
Noven Financial Group
Colorado
$1.92M 103,965 +32,987 +46%
BCM
32
Bluefin Capital Management
New York
$1.86M 100,658 +100,658 New
AFC
33
AFT Forsyth & Company
Florida
$1.78M 96,615 – –
FFS
34
Founders Financial Securities
Maryland
$1.72M 93,072 +42,519 +84%
Goldman Sachs
35
Goldman Sachs
New York
$1.69M 91,693 -26 -0%
PFS
36
Prospera Financial Services
Texas
$1.69M 91,203 -21,600 -19%
CAN
37
Cetera Advisor Networks
California
$1.67M 90,129 -19,718 -18%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$1.43M 77,293 +77,293 New
MA
39
Mutual Advisors
Nebraska
$1.42M 76,761 -260 -0.3%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.41M 76,524 -4,221 -5%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$1.3M 70,517 – –
AWM
42
AE Wealth Management
Kansas
$1.28M 69,292 +16,033 +30%
RT
43
Rockland Trust
Massachusetts
$1.12M 60,767 -323 -0.5%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.09M 59,262 +10,402 +21%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.05M 56,999 +56,999 New
ACP
46
Aviance Capital Partners
Florida
$946K 51,287 +4,062 +9%
CIA
47
Capital Investment Advisors
Georgia
$938K 50,831 -190 -0.4%
Stifel Financial
48
Stifel Financial
Missouri
$934K 50,628 -4,184 -8%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$892K 48,307 +700 +1%
UAS
50
United Asset Strategies
New York
$890K 5,186 -6,084 -54%
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