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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

190 hedge funds and large institutions have $318M invested in Invesco Financial Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+29
Holders Change %
+18.01%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
59
Reduced
49
Closed
11
Calls
$351K
Puts
$1K
Net Calls
+$350K
Net Calls Change
+$900K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$38.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.6M
3
GI
3
Gradient Investments
Minnesota
$11.9M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.56M
5
Wells Fargo
5
Wells Fargo
California
$8.44M

Top Sellers

1
CL
1
Cabana LLC
Arkansas
$22.1M
2
FIA
2
Foundations Investment Advisors
Arizona
$19.3M
3
EW
3
Evoke Wealth
California
$0
4
FAN
4
Financial Advisors Network
California
$1.28M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.53M -$44.5K -2,361 -2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.41M +$589K +31,230 +32%
PFA
28
Paradigm Financial Advisors
Missouri
$2.38M +$1.02M +53,900 +74%
SWIG
29
Strategic Wealth Investment Group
Kentucky
$2.38M +$2.38M +125,965 New
MA
30
Mutual Advisors
Nebraska
$2.11M +$64.1K +3,396 +3%
FANJ
31
Financial Architects (New Jersey)
New Jersey
$1.83M -$47.1K -2,495 -3%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.71M +$346K +18,320 +25%
FHA
33
Flagship Harbor Advisors
Massachusetts
$1.71M +$681K +36,081 +66%
CAN
34
Cetera Advisor Networks
California
$1.69M -$108K -5,738 -6%
GC
35
Guggenheim Capital
Illinois
$1.67M -$143K -7,588 -8%
LNC
36
Lincoln National Corp
Pennsylvania
$1.66M +$1.45K +77 +0.1%
PFS
37
Prospera Financial Services
Texas
$1.61M -$51.7K -2,740 -3%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$1.56M +$1.56M +82,601 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.36M +$248K +13,126 +22%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$1.29M +$1.02M +54,262 +383%
FAN
41
Financial Advisors Network
California
$1.28M -$629K -33,328 -33%
KFC
42
Klingenstein Fields & Co
New York
$1.24M – – –
KOMWMG
43
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.23M +$1.23M +65,142 New
ACP
44
Aviance Capital Partners
Florida
$1.22M +$191K +10,147 +19%
AFC
45
AFT Forsyth & Company
Florida
$1.16M -$26.4K -1,400 -2%
SFS
46
Sowell Financial Services
Arkansas
$1.09M – – –
IAS
47
IMA Advisory Services
Colorado
$1.06M -$91.2K -4,834 -8%
TIA
48
Traphagen Investment Advisors
New Jersey
$1.06M +$9.42K +499 +0.9%
SWP
49
Stratos Wealth Partners
Ohio
$911K -$9.34K -495 -1%
TA
50
TCG Advisors
Texas
$902K -$11.9K -628 -1%
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