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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

167 hedge funds and large institutions have $262M invested in Invesco Financial Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
59
Reduced
46
Closed
18
Calls
–
Puts
$182K
Net Calls
-$182K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$23.4M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$1.89M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$3.04M
4
DIP
4
DT Investment Partners
Pennsylvania
$5.36M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.56M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.78M
2
PI
2
PFS Investments
Georgia
$6.95M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
AFS
4
Access Financial Services
Minnesota
$0
5
BCM
5
Bluefin Capital Management
New York
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$749K 41,152 -1,994 -5%
NA
52
NewEdge Advisors
Louisiana
$739K 40,621 -4,947 -11%
CCA
53
Clearwater Capital Advisors
Illinois
$705K 38,777 – –
Stifel Financial
54
Stifel Financial
Missouri
$688K 37,731 -12,897 -25%
RIA
55
Regal Investment Advisors
Michigan
$627K 34,491 +10,549 +44%
PMG
56
ProVise Management Group
Florida
$625K 34,350 -1,650 -5%
GFPC
57
Global Financial Private Capital
Florida
$597K 32,833 +2,483 +8%
ACM
58
Aviance Capital Management
Florida
$595K 32,703 -14,137 -30%
HCM
59
Hollencrest Capital Management
California
$578K 31,655 – –
OIA
60
Optimum Investment Advisors
Illinois
$576K 31,680 – –
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$574K 31,558 +1,316 +4%
GAM
62
Gould Asset Management
California
$565K 31,049 +1,055 +4%
DADC
63
D.A. Davidson & Co
Montana
$551K 30,286 -1,020 -3%
SAM
64
SignalPoint Asset Management
Missouri
$547K 30,063 +13 +0%
PAG
65
Private Advisor Group
New Jersey
$542K 29,782 -43 -0.1%
FMB
66
Field & Main Bank
Kentucky
$535K 29,450 +600 +2%
BF
67
BOK Financial
Oklahoma
$509K 27,990 – –
FAAS
68
First Allied Advisory Services
California
$502K 27,559 -4,588 -14%
WA
69
WBH Advisory
Maryland
$492K 27,053 -3,751 -12%
Creative Planning
70
Creative Planning
Kansas
$476K 26,154 -737 -3%
AF
71
Affiance Financial
Minnesota
$463K 25,455 +218 +0.9%
JA
72
JOYN Advisors
Georgia
$456K 25,080 – –
EWM
73
Endurance Wealth Management
Rhode Island
$451K 24,805 – –
RT
74
Rockland Trust
Massachusetts
$441K 24,240 -36,527 -60%
RCAG
75
Rehmann Capital Advisory Group
Michigan
$440K 24,191 – –
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