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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

158 hedge funds and large institutions have $342M invested in Invesco Financial Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 41 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
31
Increased
41
Reduced
53
Closed
18
Calls
$214K
Puts
$1.89M
Net Calls
-$1.67M
Net Calls Change
-$1.94M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$80.8M
2
HI
2
Horizon Investments
North Carolina
$47.3M
3
Asset Management One
3
Asset Management One
Japan
$3.1M
4
CG
4
Caprock Group
Idaho
$4.63M
5
Wells Fargo
5
Wells Fargo
California
$1.89M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$25.2M
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
LPL Financial
4
LPL Financial
California
$16.6M
5
ACM
5
Aviance Capital Management
Florida
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
51
Flow Traders U.S.
New York
$875K – – –
AWS
52
AJ Wealth Strategies
New York
$865K +$865K +48,187 New
ACP
53
Ashfield Capital Partners
California
$864K +$240K +13,367 +38%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$862K +$64.1K +3,571 +8%
OIA
55
Optimum Investment Advisors
Illinois
$806K +$28.7K +1,600 +4%
Millennium Management
56
Millennium Management
New York
$774K -$522K -29,037 -40%
FANJ
57
Financial Architects (New Jersey)
New Jersey
$774K -$8.97K -500 -1%
RIA
58
Regal Investment Advisors
Michigan
$773K +$44.7K +2,490 +6%
PMG
59
ProVise Management Group
Florida
$737K -$35.9K -2,000 -5%
DADC
60
D.A. Davidson & Co
Montana
$733K +$36.6K +2,041 +5%
WS
61
Wedbush Securities
California
$686K -$27.5K -1,531 -4%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$622K -$172K -9,583 -22%
BRWA
63
B. Riley Wealth Advisors
Florida
$586K +$231K +12,844 +65%
HCM
64
Hollencrest Capital Management
California
$584K – – –
FAAS
65
First Allied Advisory Services
California
$580K +$115K +6,400 +25%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$577K – – –
OC
67
Oppenheimer & Co
New York
$573K -$5.82K -324 -1%
BF
68
BOK Financial
Oklahoma
$554K – – –
EFS
69
Essex Financial Services
Connecticut
$549K +$84.4K +4,700 +18%
Jane Street
70
Jane Street
New York
$542K +$542K +30,179 New
ACP
71
Aveo Capital Partners
Colorado
$536K +$536K +29,868 New
GAM
72
Gould Asset Management
California
$531K +$12.7K +705 +2%
SB
73
Suntrust Banks
Georgia
$523K -$176K -9,825 -25%
CCA
74
Clearwater Capital Advisors
Illinois
$512K +$37.3K +2,061 +8%
NDSI
75
Newman Dignan & Sheerar Inc
Rhode Island
$496K -$28.7K -1,600 -5%
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