PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

161 hedge funds and large institutions have $319M invested in Invesco Financial Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
-9
Holders Change %
-5.29%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
13
Increased
56
Reduced
41
Closed
20
Calls
–
Puts
$550K
Net Calls
-$550K
Net Calls Change
+$39K

Top Buyers

1
CL
1
Cabana LLC
Arkansas
$39.6M
2
CAN
2
Claraphi Advisory Network
United States
$9.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.2M
4
FI
4
FormulaFolio Investments
Michigan
$3.29M
5
AWS
5
AJ Wealth Strategies
New York
$6.53M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$33.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
GBA
5
Garrison Bradford & Associates
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
51
Ashfield Capital Partners
California
$778K 41,422 +41,422 New
UCFA
52
United Capital Financial Advisors
Texas
$772K 41,084 -34,066 -45%
NFG
53
Noven Financial Group
Colorado
$754K 40,127 +544 +1%
EFSCE
54
Enterprise Financial Services Corp (EFSC)
Missouri
$737K 39,269 -10,073 -20%
FMB
55
Field & Main Bank
Kentucky
$729K 38,850 +2,950 +8%
Citigroup
56
Citigroup
New York
$674K 35,869 +271 +0.8%
EW
57
Evoke Wealth
California
$665K 35,403 +35,403 New
RIA
58
Regal Investment Advisors
Michigan
$661K 35,219 +24 +0.1%
CG
59
Colony Group
Massachusetts
$661K 35,176 +2,107 +6%
DADC
60
D.A. Davidson & Co
Montana
$625K 33,266 +2,700 +9%
Stifel Financial
61
Stifel Financial
Missouri
$619K 32,975 +4,325 +15%
PMG
62
ProVise Management Group
Florida
$618K 32,900 – –
IFWM
63
Institute for Wealth Management
Colorado
$602K 32,057 +1,399 +5%
GAM
64
Gould Asset Management
California
$590K 31,399 +55 +0.2%
BMA
65
Brooks Moore & Associates
Tennessee
$588K 31,299 – –
Creative Planning
66
Creative Planning
Kansas
$583K 31,052 +1,285 +4%
HCM
67
Hollencrest Capital Management
California
$582K 31,005 – –
NA
68
NewEdge Advisors
Louisiana
$580K 30,908 +160 +0.5%
OIA
69
Optimum Investment Advisors
Illinois
$563K 29,980 -600 -2%
CK
70
Cohen Klingenstein
New York
$563K 30,000 – –
BF
71
BOK Financial
Oklahoma
$500K 26,625 -1,365 -5%
JPLA
72
Joseph P. Lucia & Associates
New York
$493K 26,230 +940 +4%
CFA
73
Cahill Financial Advisors
Minnesota
$489K 26,022 – –
FSA
74
Fort Sheridan Advisors
Illinois
$466K 24,800 – –
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$438K 23,336 -190 -0.8%
1 2
3
4 5