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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

107 hedge funds and large institutions have $191M invested in Invesco Financial Preferred ETF in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
20
Reduced
42
Closed
13
Calls
–
Puts
$796K
Net Calls
-$796K
Net Calls Change
+$194K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$9.23M
2
WBG
2
Wharton Business Group
Pennsylvania
$7.75M
3
IAS
3
IMA Advisory Services
Colorado
$4.55M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.7M
5
GC
5
Guggenheim Capital
Illinois
$1.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.3M
2
LPL Financial
2
LPL Financial
California
$8.82M
3
Bank of America
3
Bank of America
North Carolina
$19.4M
4
U
4
UBS
Switzerland
$21.3M
5
BF
5
BOK Financial
Oklahoma
$7.62M
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
76
Regent Investment Management
Kentucky
$202K 11,950 -2,500 -17%
GT
77
Glenmede Trust
Pennsylvania
$202K 12,000 – –
TYCC
78
Texas Yale Capital Corp
Florida
$187K 11,050 – –
RJT
79
Raymond James Trust
Florida
$187K 11,025 +11,025 New
ACP
80
Ashfield Capital Partners
California
$186K 11,000 – –
WS
81
Wedbush Securities
California
$182K 10,740 +350 +3%
MMG
82
Monetary Management Group
Missouri
$174K 10,250 -2,250 -18%
MA
83
MUFG Americas
New York
$173K 10,240 – –
SNT
84
Security National Trust
West Virginia
$152K 9,000 – –
MAS
85
Madden Advisory Services
Florida
$150K 8,840 +8,840 New
FNBT
86
FineMark National Bank & Trust
Florida
$102K 6,002 -1,755 -23%
KIG
87
Kessler Investment Group
Indiana
$89K 5,228 +5,228 New
Barclays
88
Barclays
United Kingdom
$86K 5,350 – –
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$85K 5,000 -1,500 -23%
JFGIW
90
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K 5,000 +5,000 New
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$74K 4,352 – –
SF
92
Synovus Financial
Georgia
$51K 3,000 – –
CFS
93
Community Financial System
New York
$42K 2,500 – –
WA
94
WFG Advisors
Texas
$40K 2,335 +24 +1%
NES
95
New England Securities
New York
$39K 2,323 -150 -6%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$34K 2,000 +1,000 +100%
HRC
97
Hoertkorn Richard Charles
$34K 2,000 +2,000 New
TDC
98
Thompson Davis & Co
Virginia
$34K 2,000 +2,000 New
LFR
99
Lehman Financial Resources
Pennsylvania
$24K 1,400 – –
EFSCE
100
Enterprise Financial Services Corp (EFSC)
Missouri
$22K 1,300 +1,300 New
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4
5