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Invesco Financial Preferred ETF
PGF

115 hedge funds and large institutions have $251M invested in Invesco Financial Preferred ETF in 2013 Q2 according to their latest regulatory filings, with 115 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14.67% more ownership

Funds ownership: 0% → 14.67% (+15%)

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $394K

Holders
115
Holders Change
+115
Holders Change %
–
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
115
Increased
–
Reduced
–
Closed
–
Calls
$2K
Puts
$394K
Net Calls
-$392K
Net Calls Change
-$392K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$210K +$216K +11,740 New
HighTower Advisors
77
HighTower Advisors
Illinois
$207K +$213K +11,591 New
RT
78
Rockland Trust
Massachusetts
$204K +$210K +11,401 New
NCMW
79
Northern Capital Management (Wisconsin)
Wisconsin
$203K +$209K +11,350 New
MPI
80
Mairs & Power Inc
Minnesota
$198K +$203K +11,042 New
TYCC
81
Texas Yale Capital Corp
Florida
$198K +$203K +11,050 New
ACP
82
Ashfield Capital Partners
California
$197K +$202K +11,000 New
MCM
83
Murphy Capital Management
New Jersey
$197K +$203K +11,045 New
Northern Trust
84
Northern Trust
Illinois
$194K +$199K +10,836 New
KFS
85
KMS Financial Services
Washington
$189K +$194K +10,580 New
WSCM
86
Wellington Shields Capital Management
New York
$187K +$192K +10,450 New
SI
87
Stephens Inc
Arkansas
$186K +$191K +10,377 New
MA
88
MUFG Americas
New York
$183K +$188K +10,240 New
WS
89
Wedbush Securities
California
$179K +$184K +10,015 New
FHC
90
First Heartland Consultants
Missouri
$167K +$171K +9,316 New
SNT
91
Security National Trust
West Virginia
$161K +$165K +9,000 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$140K +$144K +7,852 New
FNBT
93
FineMark National Bank & Trust
Florida
$139K +$143K +7,757 New
Barclays
94
Barclays
United Kingdom
$127K +$131K +7,118 New
KIG
95
Kessler Investment Group
Indiana
$123K +$126K +6,876 New
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$116K +$119K +6,500 New
BRWA
97
B. Riley Wealth Advisors
Florida
$113K +$116K +6,326 New
CFSG
98
Community Financial Services Group
Vermont
$79K +$80.9K +4,400 New
SF
99
Synovus Financial
Georgia
$54K +$55.1K +3,000 New
First Manhattan
100
First Manhattan
New York
$52K +$55.1K +3,000 New
1 2 3
4
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PGF Hedge Fund Activity: Q2 2013 in Review

115 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q2 2013, worth a combined $251M.

Buyers outnumbered sellers: 115 funds opened new PGF positions and 0 closed out — a net gain of 115 holders — while 0 added to existing stakes and 0 trimmed.

  • 115 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $251M of Invesco Financial Preferred ETF stock for Q2 2013.
  • 115 funds opened new Invesco Financial Preferred ETF positions in Q2 2013 and 0 closed out, a net change of +115 holders.

Based on aggregated 13F filings for Q2 2013.