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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

161 hedge funds and large institutions have $319M invested in Invesco Financial Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
-9
Holders Change %
-5.29%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
13
Increased
56
Reduced
41
Closed
20
Calls
–
Puts
$550K
Net Calls
-$550K
Net Calls Change
+$39K

Top Buyers

1
CL
1
Cabana LLC
Arkansas
$39.6M
2
CAN
2
Claraphi Advisory Network
United States
$9.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.2M
4
FI
4
FormulaFolio Investments
Michigan
$3.29M
5
AWS
5
AJ Wealth Strategies
New York
$6.53M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$33.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
GBA
5
Garrison Bradford & Associates
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.56M 136,234 -8,710 -6%
MA
27
Mutual Advisors
Nebraska
$2.04M 108,455 +586 +0.5%
FAN
28
Financial Advisors Network
California
$1.9M 100,951 -3,153 -3%
FANJ
29
Financial Architects (New Jersey)
New Jersey
$1.87M 99,706 +2,863 +3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.81M 96,479 -3,963 -4%
GC
31
Guggenheim Capital
Illinois
$1.8M 95,799 -32,321 -25%
CAN
32
Cetera Advisor Networks
California
$1.79M 95,229 -3,205 -3%
PFS
33
Prospera Financial Services
Texas
$1.66M 88,253 +4,800 +6%
LNC
34
Lincoln National Corp
Pennsylvania
$1.65M 87,810 -216 -0.2%
Renaissance Technologies
35
Renaissance Technologies
New York
$1.36M 72,400 +72,400 New
PFA
36
Paradigm Financial Advisors
Missouri
$1.36M 72,389 +57,531 +387%
KFC
37
Klingenstein Fields & Co
New York
$1.23M 65,600 – –
AFC
38
AFT Forsyth & Company
Florida
$1.18M 63,015 – –
IAS
39
IMA Advisory Services
Colorado
$1.15M 61,071 -3,405 -5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.1M 58,698 -38,112 -39%
SFS
41
Sowell Financial Services
Arkansas
$1.09M 57,815 +57,815 New
TIA
42
Traphagen Investment Advisors
New Jersey
$1.04M 55,524 +9,899 +22%
ACP
43
Aviance Capital Partners
Florida
$1.02M 54,418 +6,398 +13%
FHA
44
Flagship Harbor Advisors
Massachusetts
$1.02M 54,453 +30,834 +131%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$961K 51,183 +34,683 +210%
SWP
46
Stratos Wealth Partners
Ohio
$916K 48,753 +655 +1%
TA
47
TCG Advisors
Texas
$910K 48,429 +1,859 +4%
PA
48
Pinnacle Associates
New York
$854K 45,464 -1,319 -3%
CIA
49
Capital Investment Advisors
Georgia
$849K 45,231 -950 -2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$838K 44,646 +1,314 +3%
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