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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

135 hedge funds and large institutions have $341M invested in Invesco Financial Preferred ETF in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
135
Holders Change
+16
Holders Change %
+13.45%
% of All Funds
3.55%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
49
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.6M
2
SAS
2
Sage Advisory Services
Texas
$22.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
FA
4
FDx Advisors
Illinois
$18.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.2M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
GC
2
Guggenheim Capital
Illinois
$9.3M
3
JA
3
JOYN Advisors
Georgia
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WS
76
Wedbush Securities
California
$419K 22,270 -494 -2%
OPCM
77
Osborne Partners Capital Management
California
$414K 22,000 -3,000 -12%
FHA
78
First Horizon Advisors
Tennessee
$413K 21,930 – –
FCH
79
Freestone Capital Holdings
Washington
$377K 20,000 – –
MMG
80
Monetary Management Group
Missouri
$358K 19,000 +12,750 +204%
DG
81
Davidson & Garrard
Virginia
$346K 18,400 -600 -3%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$330K 17,550 – –
SPC
83
Sigma Planning Corp
Michigan
$330K 17,521 +947 +6%
Creative Planning
84
Creative Planning
Kansas
$329K 17,456 -447 -2%
US Bancorp
85
US Bancorp
Minnesota
$327K 17,333 +5,930 +52%
RT
86
Rockland Trust
Massachusetts
$320K 17,017 +1,000 +6%
SNT
87
Security National Trust
West Virginia
$310K 16,500 – –
AC
88
Alexandria Capital
Virginia
$301K 16,000 – –
RFC
89
Regions Financial Corp
Alabama
$270K 14,340 – –
GT
90
Glenmede Trust
Pennsylvania
$255K 13,600 +2,100 +18%
CFA
91
Cahill Financial Advisors
Minnesota
$248K 13,150 – –
BRWA
92
B. Riley Wealth Advisors
Florida
$245K 12,975 +12,975 New
EAM
93
Evanson Asset Management
California
$221K 11,750 – –
M&T Bank
94
M&T Bank
New York
$220K 11,663 +280 +2%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$215K 11,395 +11,395 New
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$209K 11,144 +8 +0.1%
RJT
97
Raymond James Trust
Florida
$208K 11,067 +292 +3%
UAS
98
United Asset Strategies
New York
$199K 10,575 +10,575 New
WP
99
WealthPLAN Partners
Nebraska
$194K 10,312 +10,312 New
TFA
100
Transamerica Financial Advisors
Florida
$158K 8,370 +6,824 +441%
2 3
4
5 6