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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

173 hedge funds and large institutions have $360M invested in Invesco Financial Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
35
Increased
36
Reduced
63
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$130M
2
FIA
2
Foundations Investment Advisors
Arizona
$40.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.73M
4
UBS Group
4
UBS Group
Switzerland
$14.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.46M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.09M
4
Wells Fargo
4
Wells Fargo
California
$3.22M
5
PI
5
PFS Investments
Georgia
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
26
NewSquare Capital
Pennsylvania
$2.19M -$41.5K -2,393 -2%
MA
27
Mutual Advisors
Nebraska
$1.84M +$48.2K +2,775 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.75M +$52.2K +3,005 +3%
CAN
29
Cetera Advisor Networks
California
$1.74M +$11.5K +664 +0.7%
KFC
30
Klingenstein Fields & Co
New York
$1.66M -$83.3K -4,800 -5%
PFS
31
Prospera Financial Services
Texas
$1.5M -$160K -9,200 -10%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.46M +$1.46M +84,200 New
AWM
33
AE Wealth Management
Kansas
$1.37M -$1.13K -65 -0.1%
SS
34
Simplicity Solutions
Minnesota
$1.37M +$1.37M +78,866 New
HI
35
Horizon Investments
North Carolina
$1.3M -$1.37M -78,711 -51%
IAS
36
IMA Advisory Services
Colorado
$1.29M -$359K -20,712 -22%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.22M +$146K +8,414 +14%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$1.2M -$256K -14,741 -18%
AFC
39
AFT Forsyth & Company
Florida
$1.09M -$583K -33,600 -35%
FANJ
40
Financial Architects (New Jersey)
New Jersey
$1.02M -$201K -11,604 -16%
GBA
41
Garrison Bradford & Associates
New York
$963K +$963K +55,500 New
ACP
42
Aviance Capital Partners
Florida
$934K -$91K -5,244 -9%
TSS
43
Two Sigma Securities
New York
$922K +$174K +10,003 +23%
CIA
44
Capital Investment Advisors
Georgia
$847K -$10.4K -600 -1%
LNC
45
Lincoln National Corp
Pennsylvania
$838K +$616K +35,487 +277%
SWP
46
Stratos Wealth Partners
Ohio
$828K -$2.08K -120 -0.3%
PA
47
Pinnacle Associates
New York
$802K -$36.3K -2,090 -4%
ACP
48
Ashfield Capital Partners
California
$771K -$41.7K -2,400 -5%
AIC
49
Ameritas Investment Company
Nebraska
$766K +$766K +44,120 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$764K -$95.2K -5,485 -11%
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