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Invesco Financial Preferred ETF
PGF

115 hedge funds and large institutions have $251M invested in Invesco Financial Preferred ETF in 2013 Q2 according to their latest regulatory filings, with 115 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14.67% more ownership

Funds ownership: 0% → 14.67% (+15%)

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $394K

Holders
115
Holders Change
+115
Holders Change %
–
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
115
Increased
–
Reduced
–
Closed
–
Calls
$2K
Puts
$394K
Net Calls
-$392K
Net Calls Change
-$392K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
51
Deltec Asset Management
New York
$698K +$717K +39,000 New
AIG
52
American International Group
New York
$631K +$649K +35,289 New
RFS
53
Rockefeller Financial Services
New York
$601K +$617K +33,588 New
FAAS
54
First Allied Advisory Services
California
$545K +$561K +30,523 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$539K +$554K +30,126 New
Comerica Bank
56
Comerica Bank
Texas
$494K +$508K +27,622 New
OPCM
57
Osborne Partners Capital Management
California
$465K +$478K +26,000 New
GAM
58
Gould Asset Management
California
$457K +$469K +25,535 New
DADC
59
D.A. Davidson & Co
Montana
$432K +$445K +24,200 New
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$412K +$423K +23,038 New
FHC
61
First Horizon Corporation
Tennessee
$406K +$417K +22,714 New
AC
62
Alexandria Capital
Virginia
$354K +$364K +19,787 New
PI
63
Placemark Investments
Illinois
$338K +$346K +18,828 New
BAC
64
Boys Arnold & Co
North Carolina
$328K +$337K +18,350 New
IH
65
IFC Holdings
Florida
$318K +$326K +17,721 New
EFS
66
Essex Financial Services
Connecticut
$302K +$310K +16,878 New
Creative Planning
67
Creative Planning
Kansas
$298K +$306K +16,669 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$294K +$303K +16,460 New
DP
69
Dearborn Partners
Illinois
$292K +$300K +16,306 New
RIM
70
Regent Investment Management
Kentucky
$259K +$266K +14,450 New
William Blair & Company
71
William Blair & Company
Illinois
$256K +$264K +14,350 New
CBU
72
CIBC Bank USA
Illinois
$232K +$238K +12,975 New
SAM
73
SignalPoint Asset Management
Missouri
$225K +$232K +12,600 New
MMG
74
Monetary Management Group
Missouri
$223K +$230K +12,500 New
GT
75
Glenmede Trust
Pennsylvania
$214K +$221K +12,000 New
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PGF Hedge Fund Activity: Q2 2013 in Review

115 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q2 2013, worth a combined $251M.

Buyers outnumbered sellers: 115 funds opened new PGF positions and 0 closed out — a net gain of 115 holders — while 0 added to existing stakes and 0 trimmed.

  • 115 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $251M of Invesco Financial Preferred ETF stock for Q2 2013.
  • 115 funds opened new Invesco Financial Preferred ETF positions in Q2 2013 and 0 closed out, a net change of +115 holders.

Based on aggregated 13F filings for Q2 2013.