PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

184 hedge funds and large institutions have $213M invested in Invesco Financial Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+11
Holders Change %
+6.36%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
30
Increased
48
Reduced
59
Closed
17
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$230K

Top Buyers

1
GI
Gradient Investments
Minnesota
$6.6M
2
Jane Street
Jane Street
New York
$3.37M
3
Citadel Advisors
Citadel Advisors
Florida
$2.63M
4
FTUS
Flow Traders U.S.
New York
$1.35M
5
Goldman Sachs
Goldman Sachs
New York
$1.65M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$24.5M
2
FIA
Foundations Investment Advisors
Arizona
$356K
3
CFG
CNO Financial Group
Indiana
$0
4
PI
PFS Investments
Georgia
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
51
Ashfield Capital Partners
California
$756K -$54.8K -3,000 -7%
Citigroup
52
Citigroup
New York
$734K +$70.6K +3,869 +11%
Deutsche Bank
53
Deutsche Bank
Germany
$718K +$651K +35,693 +979%
TIA
54
Traphagen Investment Advisors
New Jersey
$708K +$708K +38,793 New
RIA
55
Regal Investment Advisors
Michigan
$630K -$12.6K -689 -2%
FMB
56
Field & Main Bank
Kentucky
$615K +$615K +33,725 New
CG
57
Colony Group
Massachusetts
$603K +$603K +33,042 New
PMG
58
ProVise Management Group
Florida
$601K -$26.5K -1,450 -4%
NA
59
NewEdge Advisors
Louisiana
$600K -$72K -3,945 -11%
HCM
60
Hollencrest Capital Management
California
$578K – – –
NFG
61
Noven Financial Group
Colorado
$573K +$15.3K +838 +3%
BMA
62
Brooks Moore & Associates
Tennessee
$572K – – –
Stifel Financial
63
Stifel Financial
Missouri
$570K -$88.3K -4,827 -13%
GAM
64
Gould Asset Management
California
$567K -$2.1K -115 -0.4%
OIA
65
Optimum Investment Advisors
Illinois
$560K -$18.3K -1,000 -3%
DADC
66
D.A. Davidson & Co
Montana
$558K +$5.11K +280 +0.9%
AI
67
Atria Investments
North Carolina
$548K +$548K +29,998 New
CK
68
Cohen Klingenstein
New York
$548K +$548K +30,000 New
IFWM
69
Institute for Wealth Management
Colorado
$526K +$21.7K +1,189 +4%
SAM
70
SignalPoint Asset Management
Missouri
$522K +$274 +15 +0.1%
BF
71
BOK Financial
Oklahoma
$511K – – –
SFM
72
Signet Financial Management
New Jersey
$489K +$138K +7,517 +39%
CFA
73
Cahill Financial Advisors
Minnesota
$476K +$16.4K +895 +4%
CL
74
Cabana LLC
Arkansas
$469K +$469K +25,708 New
Creative Planning
75
Creative Planning
Kansas
$451K +$5.44K +298 +1%
1 2
3
4 5