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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $212M invested in Invesco Financial Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 27 closing their positions.

Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
54
Reduced
66
Closed
27
Calls
$640K
Puts
$1.92M
Net Calls
-$1.28M
Net Calls Change
-$1.63M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.5M
3
CTA
3
Chesley Taft & Associates
Illinois
$1.73M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$1.69M
5
EW
5
Evoke Wealth
California
$1.36M

Top Sellers

1
CL
1
Cabana LLC
Arkansas
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
CAN
3
Claraphi Advisory Network
United States
$85K
4
Bank of America
4
Bank of America
North Carolina
$26.6M
5
BAAM
5
Baker Avenue Asset Management
California
$929K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.62M +$404K +23,941 +33%
GC
27
Guggenheim Capital
Illinois
$1.52M +$25.4K +1,502 +2%
LNC
28
Lincoln National Corp
Pennsylvania
$1.49M +$3.67K +217 +0.2%
FHA
29
Flagship Harbor Advisors
Massachusetts
$1.43M -$96.3K -5,702 -6%
PFS
30
Prospera Financial Services
Texas
$1.39M -$49.8K -2,950 -3%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$1.39M -$4.85K -287 -0.3%
FANJ
32
Financial Architects (New Jersey)
New Jersey
$1.36M -$278K -16,469 -17%
EW
33
Evoke Wealth
California
$1.36M +$1.36M +80,503 New
ACP
34
Aviance Capital Partners
Florida
$1.18M +$93.8K +5,557 +9%
KFC
35
Klingenstein Fields & Co
New York
$1.1M -$12.7K -750 -1%
Jane Street
36
Jane Street
New York
$1.06M +$1.06M +62,930 New
DIP
37
DT Investment Partners
Pennsylvania
$999K -$5.42M -320,618 -84%
XS
38
XR Securities
Illinois
$997K +$997K +59,031 New
SFS
39
Sowell Financial Services
Arkansas
$976K – – –
Stifel Financial
40
Stifel Financial
Missouri
$974K +$408K +24,157 +72%
BAAM
41
Baker Avenue Asset Management
California
$929K -$7.13M -422,086 -88%
FAN
42
Financial Advisors Network
California
$869K -$273K -16,151 -24%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$869K +$869K +51,450 New
IAS
44
IMA Advisory Services
Colorado
$854K -$96.2K -5,693 -10%
TA
45
TCG Advisors
Texas
$853K +$45.2K +2,677 +6%
KOMWMG
46
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$783K -$317K -18,771 -29%
SWP
47
Stratos Wealth Partners
Ohio
$762K -$52.6K -3,116 -6%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$752K -$2.28K -135 -0.3%
CIA
49
Capital Investment Advisors
Georgia
$708K -$55.3K -3,275 -7%
GWM
50
Greenwich Wealth Management
Connecticut
$703K +$703K +41,608 New
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