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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

156 hedge funds and large institutions have $303M invested in Invesco Financial Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
66
Reduced
41
Closed
14
Calls
$1K
Puts
$512K
Net Calls
-$511K
Net Calls Change
+$328K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$3.55M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.46M
3
CS
3
Credit Suisse
Switzerland
$1.72M
4
Asset Management One
4
Asset Management One
Japan
$7.31M
5
AWS
5
AJ Wealth Strategies
New York
$4.26M

Top Sellers

1
CG
1
Caprock Group
Idaho
$0
2
FA
2
FDx Advisors
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$23.4M
4
ACM
4
Aviance Capital Management
Florida
$17.4M
5
Ameriprise
5
Ameriprise
Minnesota
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
GBA
51
Garrison Bradford & Associates
New York
$965K 50,500 – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$963K 50,425 -301 -0.6%
RT
53
Rockland Trust
Massachusetts
$925K 48,438 +15,512 +47%
Millennium Management
54
Millennium Management
New York
$923K 48,349 +18,832 +64%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$904K 47,341 -1,980 -4%
FFS
56
Founders Financial Securities
Maryland
$903K 47,286 -38,730 -45%
FAAS
57
First Allied Advisory Services
California
$903K 47,131 +20,650 +78%
ACP
58
Ashfield Capital Partners
California
$886K 46,367 +850 +2%
OIA
59
Optimum Investment Advisors
Illinois
$868K 45,435 -115 -0.3%
FANJ
60
Financial Architects (New Jersey)
New Jersey
$845K 44,227 +2,400 +6%
US Bancorp
61
US Bancorp
Minnesota
$795K 41,637 +25,057 +151%
AWM
62
AE Wealth Management
Kansas
$776K 40,604 +20,699 +104%
PMG
63
ProVise Management Group
Florida
$771K 40,350 -500 -1%
SB
64
Suntrust Banks
Georgia
$769K 40,243 +18,819 +88%
BCM
65
Bluefin Capital Management
New York
$763K 39,957 +39,957 New
DADC
66
D.A. Davidson & Co
Montana
$759K 39,751 -2,185 -5%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$736K 38,547 +6,082 +19%
EFS
68
Essex Financial Services
Connecticut
$684K 35,813 +3,750 +12%
OC
69
Oppenheimer & Co
New York
$673K 35,245 +4,185 +13%
CCA
70
Clearwater Capital Advisors
Illinois
$656K 34,291 +3,463 +11%
MWM
71
Merriman Wealth Management
Washington
$649K 34,000 – –
WS
72
Wedbush Securities
California
$626K 32,784 -4,701 -13%
BRWA
73
B. Riley Wealth Advisors
Florida
$626K 32,731 +78 +0.2%
HCM
74
Hollencrest Capital Management
California
$621K 32,505 – –
VKH
75
Virtu KCG Holdings
New York
$617K 32,324 +32,324 New
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