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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

153 hedge funds and large institutions have $295M invested in Invesco Financial Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 22 closing their positions.

Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
52
Reduced
53
Closed
22
Calls
–
Puts
$839K
Net Calls
-$839K
Net Calls Change
+$833K

Top Buyers

1
AFS
1
Access Financial Services
Minnesota
$5.52M
2
AP
2
Appleton Partners
Massachusetts
$3.73M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.15M
4
Asset Management One
4
Asset Management One
Japan
$5.61M
5
AWS
5
AJ Wealth Strategies
New York
$3.21M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36M
2
HI
2
Horizon Investments
North Carolina
$29.6M
3
ACM
3
Aviance Capital Management
Florida
$18.9M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
LPL Financial
5
LPL Financial
California
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
51
Aviance Capital Partners
Florida
$941K -$2.59K -139 -0.3%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$920K +$24.5K +1,312 +3%
OIA
53
Optimum Investment Advisors
Illinois
$850K +$12.9K +690 +2%
ACP
54
Ashfield Capital Partners
California
$849K -$48.2K -2,585 -5%
DADC
55
D.A. Davidson & Co
Montana
$782K +$20.5K +1,100 +3%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$781K -$24.3K -1,300 -3%
PMG
57
ProVise Management Group
Florida
$763K -$3.74K -200 -0.5%
WS
58
Wedbush Securities
California
$699K -$13.4K -720 -2%
VFA
59
Voya Financial Advisors
Connecticut
$696K +$185K +9,912 +36%
MWM
60
Merriman Wealth Management
Washington
$634K +$634K +34,000 New
RT
61
Rockland Trust
Massachusetts
$614K +$187K +10,041 +44%
BRWA
62
B. Riley Wealth Advisors
Florida
$610K +$897 +48 +0.1%
HCM
63
Hollencrest Capital Management
California
$607K – – –
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$606K -$40.3K -2,160 -6%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$600K – – –
Jane Street
66
Jane Street
New York
$599K +$36.3K +1,948 +6%
EFS
67
Essex Financial Services
Connecticut
$598K +$28K +1,500 +5%
OC
68
Oppenheimer & Co
New York
$580K -$15.8K -847 -3%
CCA
69
Clearwater Capital Advisors
Illinois
$579K +$47.1K +2,507 +9%
GAM
70
Gould Asset Management
California
$572K +$19.9K +1,065 +4%
BF
71
BOK Financial
Oklahoma
$562K -$13.1K -704 -2%
Millennium Management
72
Millennium Management
New York
$551K -$253K -13,563 -31%
Creative Planning
73
Creative Planning
Kansas
$498K +$43.4K +2,326 +10%
FAAS
74
First Allied Advisory Services
California
$494K -$108K -5,796 -18%
RIA
75
Regal Investment Advisors
Michigan
$482K -$321K -17,187 -40%
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