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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

152 hedge funds and large institutions have $279M invested in Invesco Financial Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
48
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.08M
2
Asset Management One
2
Asset Management One
Japan
$8.86M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$1.41M
4
DIP
4
DT Investment Partners
Pennsylvania
$3.44M
5
PI
5
PineBridge Investments
New York
$1.14M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$1.59M
2
HI
2
Horizon Investments
North Carolina
$21.6M
3
Bank of America
3
Bank of America
North Carolina
$33.9M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.82M
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
51
Aviance Capital Partners
Florida
$954K 50,284 -4,577 -8%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$912K 48,050 -2,375 -5%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$898K 47,341 – –
ACP
54
Ashfield Capital Partners
California
$880K 46,367 – –
OIA
55
Optimum Investment Advisors
Illinois
$862K 45,435 – –
FFS
56
Founders Financial Securities
Maryland
$820K 43,220 -4,066 -9%
SB
57
Suntrust Banks
Georgia
$811K 42,582 +2,339 +6%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$784K 41,330 +41,330 New
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$759K 40,017 +1,470 +4%
DADC
60
D.A. Davidson & Co
Montana
$754K 39,751 – –
AWM
61
AE Wealth Management
Kansas
$751K 39,576 -1,028 -3%
PMG
62
ProVise Management Group
Florida
$747K 39,350 -1,000 -2%
FAAS
63
First Allied Advisory Services
California
$735K 38,631 -8,500 -18%
SAM
64
SignalPoint Asset Management
Missouri
$731K 38,553 -63,452 -62%
OC
65
Oppenheimer & Co
New York
$721K 38,004 +2,759 +8%
CCA
66
Clearwater Capital Advisors
Illinois
$691K 36,769 +2,478 +7%
MWM
67
Merriman Wealth Management
Washington
$645K 34,000 – –
BRWA
68
B. Riley Wealth Advisors
Florida
$624K 32,879 +148 +0.5%
HCM
69
Hollencrest Capital Management
California
$617K 32,505 – –
WS
70
Wedbush Securities
California
$600K 31,651 -1,133 -3%
GFPC
71
Global Financial Private Capital
Florida
$592K 31,202 +31,202 New
GAM
72
Gould Asset Management
California
$591K 31,150 +715 +2%
NDSI
73
Newman Dignan & Sheerar Inc
Rhode Island
$541K 28,502 -80 -0.3%
BF
74
BOK Financial
Oklahoma
$531K 27,990 -2,170 -7%
Ameriprise
75
Ameriprise
Minnesota
$508K 24,022 -128,303 -84%
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