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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

184 hedge funds and large institutions have $213M invested in Invesco Financial Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+11
Holders Change %
+6.36%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
30
Increased
48
Reduced
59
Closed
17
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$230K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$6.6M
2
Jane Street
2
Jane Street
New York
$3.37M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.63M
4
FTUS
4
Flow Traders U.S.
New York
$1.35M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.65M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24.5M
2
FIA
2
Foundations Investment Advisors
Arizona
$356K
3
CFG
3
CNO Financial Group
Indiana
$0
4
PI
4
PFS Investments
Georgia
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$1.99M +$53.3K +2,921 +3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.94M +$97.8K +5,356 +5%
CAN
28
Cetera Advisor Networks
California
$1.74M -$91.6K -5,011 -5%
Wolverine Trading
29
Wolverine Trading
Illinois
$1.65M -$1.48M -81,149 -47%
Goldman Sachs
30
Goldman Sachs
New York
$1.65M +$1.34M +73,522 +443%
PFS
31
Prospera Financial Services
Texas
$1.48M -$115K -6,250 -7%
SS
32
Simplicity Solutions
Minnesota
$1.47M +$25.9K +1,416 +2%
AWM
33
AE Wealth Management
Kansas
$1.47M +$25.9K +1,416 +2%
FTUS
34
Flow Traders U.S.
New York
$1.35M +$1.35M +74,128 New
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$1.34M +$1.34M +73,198 New
FANJ
36
Financial Architects (New Jersey)
New Jersey
$1.29M +$216K +11,812 +20%
LNC
37
Lincoln National Corp
Pennsylvania
$1.25M +$369K +20,184 +42%
IAS
38
IMA Advisory Services
Colorado
$1.23M -$130K -7,140 -10%
KFC
39
Klingenstein Fields & Co
New York
$1.2M -$548K -30,000 -31%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.15M -$2.77M -151,677 -71%
AFC
41
AFT Forsyth & Company
Florida
$1.15M – – –
GBA
42
Garrison Bradford & Associates
New York
$1.01M – – –
AWS
43
AJ Wealth Strategies
New York
$959K +$571K +31,280 +147%
ACP
44
Aviance Capital Partners
Florida
$944K -$38.3K -2,101 -4%
EFSCE
45
Enterprise Financial Services Corp (EFSC)
Missouri
$916K +$916K +50,162 New
SWP
46
Stratos Wealth Partners
Ohio
$912K +$41.1K +2,250 +5%
CIA
47
Capital Investment Advisors
Georgia
$872K -$18.3K -1,000 -2%
UCFA
48
United Capital Financial Advisors
Texas
$849K +$849K +46,484 New
PA
49
Pinnacle Associates
New York
$816K -$27.6K -1,512 -3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$808K +$4.73K +259 +0.6%
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