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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $212M invested in Invesco Financial Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 27 closing their positions.

Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
54
Reduced
66
Closed
27
Calls
$640K
Puts
$1.92M
Net Calls
-$1.28M
Net Calls Change
-$1.63M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.5M
3
CTA
3
Chesley Taft & Associates
Illinois
$1.73M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$1.69M
5
EW
5
Evoke Wealth
California
$1.36M

Top Sellers

1
CL
1
Cabana LLC
Arkansas
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
CAN
3
Claraphi Advisory Network
United States
$85K
4
Bank of America
4
Bank of America
North Carolina
$26.6M
5
BAAM
5
Baker Avenue Asset Management
California
$929K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
51
Ashfield Capital Partners
California
$700K – – –
NFG
52
Noven Financial Group
Colorado
$674K -$15.6K -921 -2%
AAP
53
Arax Advisory Partners
Colorado
$674K +$674K +39,878 New
PA
54
Pinnacle Associates
New York
$634K -$119K -7,025 -16%
EFSCE
55
Enterprise Financial Services Corp (EFSC)
Missouri
$624K -$10.9K -644 -2%
FSA
56
Fort Sheridan Advisors
Illinois
$622K +$152K +9,000 +32%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$594K -$9.81K -600 -2%
HCM
58
Hollencrest Capital Management
California
$563K – – –
IFWM
59
Institute for Wealth Management
Colorado
$557K +$8.32K +492 +2%
Verition Fund Management
60
Verition Fund Management
Connecticut
$540K +$540K +32,000 New
PMG
61
ProVise Management Group
Florida
$539K -$16.9K -1,000 -3%
CG
62
Colony Group
Massachusetts
$538K -$33.7K -1,998 -6%
GAM
63
Gould Asset Management
California
$525K -$2.7K -160 -0.5%
DADC
64
D.A. Davidson & Co
Montana
$514K -$47.5K -2,815 -8%
NA
65
NewEdge Advisors
Louisiana
$512K -$9.55K -566 -2%
CK
66
Cohen Klingenstein
New York
$507K – – –
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$504K -$270K – –
OIA
68
Optimum Investment Advisors
Illinois
$497K -$3.38K -200 -0.7%
BMA
69
Brooks Moore & Associates
Tennessee
$495K -$33.8K -2,000 -6%
Creative Planning
70
Creative Planning
Kansas
$474K -$37.4K -2,213 -7%
JA
71
JOYN Advisors
Georgia
$460K -$3.19K -189 -0.7%
JPLA
72
Joseph P. Lucia & Associates
New York
$451K -$18.3K -1,085 -4%
HHRDM
73
H&H Retirement Design & Management
Nevada
$451K +$451K +26,701 New
Truist Financial
74
Truist Financial
North Carolina
$450K -$166K -9,820 -27%
HWM
75
Howard Wealth Management
Connecticut
$429K +$40K +2,370 +10%
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