PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

167 hedge funds and large institutions have $262M invested in Invesco Financial Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
59
Reduced
46
Closed
18
Calls
–
Puts
$182K
Net Calls
-$182K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$23.4M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$1.89M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$3.04M
4
DIP
4
DT Investment Partners
Pennsylvania
$5.36M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.56M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.78M
2
PI
2
PFS Investments
Georgia
$6.95M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
AFS
4
Access Financial Services
Minnesota
$0
5
BCM
5
Bluefin Capital Management
New York
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
Wolverine Trading
26
Wolverine Trading
Illinois
$1.89M 103,807 +59,139 +132%
MA
27
Mutual Advisors
Nebraska
$1.88M 103,337 +26,576 +35%
KFC
28
Klingenstein Fields & Co
New York
$1.83M 100,400 -26,400 -21%
CAN
29
Cetera Advisor Networks
California
$1.82M 99,514 +9,385 +10%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.78M 97,581 +21,057 +28%
PFS
31
Prospera Financial Services
Texas
$1.76M 95,603 +4,400 +5%
AFC
32
AFT Forsyth & Company
Florida
$1.76M 96,615 – –
IAS
33
IMA Advisory Services
Colorado
$1.73M 95,035 -9,158 -9%
Goldman Sachs
34
Goldman Sachs
New York
$1.67M 91,713 +20 +0%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$1.52M 83,700 +35,393 +73%
AWM
36
AE Wealth Management
Kansas
$1.44M 78,931 +9,639 +14%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$1.41M 77,293 – –
FANJ
38
Financial Architects (New Jersey)
New Jersey
$1.28M 70,517 – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.13M 62,058 +2,796 +5%
ACP
40
Aviance Capital Partners
Florida
$1.07M 59,065 +7,778 +15%
NFG
41
Noven Financial Group
Colorado
$1.05M 57,829 -46,136 -44%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$900K 49,502 +3,005 +6%
CIA
43
Capital Investment Advisors
Georgia
$898K 49,381 -1,450 -3%
PA
44
Pinnacle Associates
New York
$879K 48,302 +386 +0.8%
SWP
45
Stratos Wealth Partners
Ohio
$870K 47,828 +398 +0.8%
ACP
46
Ashfield Capital Partners
California
$852K 46,822 +5,815 +14%
PWM
47
Paulson Wealth Management
Illinois
$797K 44,679 +25,711 +136%
FFS
48
Founders Financial Securities
Maryland
$789K 43,366 -49,706 -53%
TSS
49
Two Sigma Securities
New York
$784K 43,084 +25,417 +144%
AI
50
Atria Investments
North Carolina
$774K 42,532 +3,735 +10%
1
2
3 4 5