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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

108 hedge funds and large institutions have $168M invested in Invesco Financial Preferred ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% 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
4
Increased
36
Reduced
30
Closed
8
Calls
$2K
Puts
$348K
Net Calls
-$346K
Net Calls Change
+$403K

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$6.29M
2
Bank of America
2
Bank of America
North Carolina
$20.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.47M
4
William Blair & Company
4
William Blair & Company
Illinois
$3.7M
5
OIA
5
Optimum Investment Advisors
Illinois
$886K

Top Sellers

1
WBG
1
Wharton Business Group
Pennsylvania
$2.23M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$2.43M
3
CIA
3
Capital Investment Advisors
Georgia
$162K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.53M
5
U
5
UBS
Switzerland
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
76
Glenmede Trust
Pennsylvania
$217K – – –
PI
77
Placemark Investments
Illinois
$208K +$208K +11,465 New
TYCC
78
Texas Yale Capital Corp
Florida
$201K – – –
RJT
79
Raymond James Trust
Florida
$201K – – –
CA
80
Cetera Advisors
Colorado
$198K +$6.97K +385 +4%
MA
81
MUFG Americas
New York
$186K – – –
FTIOP
82
Fiduciary Trust International of Pennsylvania
Pennsylvania
$185K – – –
WS
83
Wedbush Securities
California
$182K – – –
MMG
84
Monetary Management Group
Missouri
$164K – – –
CIA
85
Capital Investment Advisors
Georgia
$162K -$3.73M -291,326 -96%
WA
86
WFG Advisors
Texas
$124K +$33.3K +1,834 +37%
CFSG
87
Community Financial Services Group
Vermont
$109K – – –
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$91K -$11.3K -620 -11%
JFGIW
89
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91K – – –
Deutsche Bank
90
Deutsche Bank
Germany
$91K +$54.6K +3,000 +150%
KIG
91
Kessler Investment Group
Indiana
$84K – – –
BRWA
92
B. Riley Wealth Advisors
Florida
$59.5K +$59.5K +3,267 New
SF
93
Synovus Financial
Georgia
$46K – – –
CFS
94
Community Financial System
New York
$45K – – –
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$42K -$37.1K -2,042 -47%
NES
96
New England Securities
New York
$39K -$3.67K -200 -9%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$36K – – –
HRC
98
Hoertkorn Richard Charles
$36K – – –
TDC
99
Thompson Davis & Co
Virginia
$36K – – –
GGPS
100
Gary Goldberg Planning Services
New York
$27K – – –
1 2 3
4
5