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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

170 hedge funds and large institutions have $276M invested in Invesco Financial Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 27 closing their positions.

Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
17
Increased
57
Reduced
41
Closed
27
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$359K

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$51.2M
2
Bank of America
2
Bank of America
North Carolina
$31.6M
3
CAN
3
Claraphi Advisory Network
United States
$2.29M
4
AWS
4
AJ Wealth Strategies
New York
$3.18M
5
CL
5
Cabana LLC
Arkansas
$2.42M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$466K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Jane Street
3
Jane Street
New York
$1.25M
4
SS
4
Simplicity Solutions
Minnesota
$0
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$798K 43,332 -944 -2%
ACP
52
Ashfield Capital Partners
California
– – -41,422 Closed
NFG
53
Noven Financial Group
Colorado
$729K 39,583 +8,178 +26%
FMB
54
Field & Main Bank
Kentucky
$661K 35,900 +2,175 +6%
Citigroup
55
Citigroup
New York
$656K 35,598 -4,612 -11%
RIA
56
Regal Investment Advisors
Michigan
$648K 35,195 +715 +2%
CG
57
Colony Group
Massachusetts
$609K 33,069 +27 +0.1%
PMG
58
ProVise Management Group
Florida
$606K 32,900 – –
BFG
59
Barber Financial Group
Kansas
$600K 32,578 +32,578 New
BMA
60
Brooks Moore & Associates
Tennessee
$577K 31,299 – –
GAM
61
Gould Asset Management
California
$577K 31,344 +280 +0.9%
HCM
62
Hollencrest Capital Management
California
$571K 31,005 -650 -2%
NA
63
NewEdge Advisors
Louisiana
$566K 30,748 -2,130 -6%
IFWM
64
Institute for Wealth Management
Colorado
$565K 30,658 +1,845 +6%
OIA
65
Optimum Investment Advisors
Illinois
$563K 30,580 -100 -0.3%
DADC
66
D.A. Davidson & Co
Montana
$563K 30,566 – –
CK
67
Cohen Klingenstein
New York
$553K 30,000 – –
Creative Planning
68
Creative Planning
Kansas
$548K 29,767 +5,047 +20%
Stifel Financial
69
Stifel Financial
Missouri
$527K 28,650 -2,516 -8%
SAM
70
SignalPoint Asset Management
Missouri
$527K 28,605 +14 +0%
BF
71
BOK Financial
Oklahoma
$516K 27,990 – –
CFA
72
Cahill Financial Advisors
Minnesota
$480K 26,022 – –
JPLA
73
Joseph P. Lucia & Associates
New York
$466K 25,290 -382,577 -94%
FSA
74
Fort Sheridan Advisors
Illinois
$457K 24,800 +1,100 +5%
FHA
75
Flagship Harbor Advisors
Massachusetts
$435K 23,619 +11,150 +89%
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