PGF icon

Invesco Financial Preferred ETF

119 hedge funds and large institutions have $178M invested in Invesco Financial Preferred ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
10
Increased
29
Reduced
45
Closed
6
Calls
$1.1M
Puts
$338K
Net Calls
+$758K
Net Calls Change
+$1.13M
Name Market Value Shares Shares
Change
Shares
Change %
DAM
51
Deltec Asset Management
New York
$530K 29,000
HCM
52
Hollencrest Capital Management
California
$529K 28,995
NDSI
53
Newman Dignan & Sheerar Inc
Rhode Island
$504K 27,575 -832 -3%
JA
54
JOYN Advisors
Georgia
$488K 26,711
EFS
55
Essex Financial Services
Connecticut
$482K 26,408
EWM
56
Endurance Wealth Management
Rhode Island
$481K 26,130 -3,665 -12%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$458K 25,046 +7,183 +40%
OPCM
58
Osborne Partners Capital Management
California
$456K 25,000
BW
59
Bison Wealth
Georgia
$438K 24,115 -1 -0%
WS
60
Wedbush Securities
California
$416K 22,764 +8,836 +63%
NFG
61
Noven Financial Group
Colorado
$414K 22,661 -12,939 -36%
FHA
62
First Horizon Advisors
Tennessee
$400K 21,930 -20,332 -48%
FCH
63
Freestone Capital Holdings
Washington
$365K 20,000 +20,000 New
VKH
64
Virtu KCG Holdings
New York
$347K 19,012 -14,646 -44%
DG
65
Davidson & Garrard
Virginia
$347K 19,000
BTS
66
BB&T Securities
Virginia
$341K 18,728 -2,001 -10%
VFA
67
Voya Financial Advisors
Connecticut
$332K 18,175 +1,080 +6%
Creative Planning
68
Creative Planning
Kansas
$327K 17,903 -2,349 -12%
MFS
69
MSI Financial Services
Massachusetts
$324K 17,762 -6,445 -27%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$320K 17,550 +100 +0.6%
SI
71
SII Investments
Wisconsin
$315K 17,375 +2,245 +15%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$307K 16,788 +6,626 +65%
SPC
73
Sigma Planning Corp
Michigan
$303K 16,574 -2,607 -14%
SNT
74
Security National Trust
West Virginia
$301K 16,500
AC
75
Alexandria Capital
Virginia
$292K 16,000