PGF icon

Invesco Financial Preferred ETF

131 hedge funds and large institutions have $284M invested in Invesco Financial Preferred ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
33
Closed
16
Calls
$262K
Puts
$395K
Net Calls
-$133K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
51
WealthPLAN Partners
Nebraska
$839K +$839K +78,692 New
STMM
52
South Texas Money Management
Texas
$839K
OIA
53
Optimum Investment Advisors
Illinois
$831K -$15.7K -820 -2%
VKH
54
Virtu KCG Holdings
New York
$746K +$746K +38,886 New
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$719K +$719K +37,445 New
DADC
56
D.A. Davidson & Co
Montana
$699K +$12.3K +640 +2%
UCFA
57
United Capital Financial Advisors
Texas
$656K +$656K +34,544 New
ACP
58
Ashfield Capital Partners
California
$654K -$19.2K -1,000 -3%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$650K +$9.24K +481 +1%
FANJ
60
Financial Architects (New Jersey)
New Jersey
$645K +$25K +1,300 +4%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$635K -$162K -8,455 -20%
OC
62
Oppenheimer & Co
New York
$626K -$32.2K -1,676 -5%
HCM
63
Hollencrest Capital Management
California
$624K -$23.2K -1,210 -4%
MAS
64
Madden Advisory Services
Florida
$612K
NDSI
65
Newman Dignan & Sheerar Inc
Rhode Island
$601K +$3.07K +160 +0.5%
BF
66
BOK Financial
Oklahoma
$593K +$11.6K +604 +2%
NPC
67
National Planning Corporation
California
$569K -$464K -24,031 -45%
MMG
68
Monetary Management Group
Missouri
$557K +$144K +7,500 +35%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$556K +$76.8K +4,001 +16%
GAM
70
Gould Asset Management
California
$554K -$3.61K -188 -0.6%
WS
71
Wedbush Securities
California
$544K +$103K +5,384 +23%
Wells Fargo
72
Wells Fargo
California
$534K +$39K +2,037 +8%
CWM
73
Concert Wealth Management
California
$531K -$312K -16,243 -37%
EFS
74
Essex Financial Services
Connecticut
$504K +$5.38K +280 +1%
CCA
75
Clearwater Capital Advisors
Illinois
$499K +$499K +26,033 New