PGF icon

Invesco Financial Preferred ETF

148 hedge funds and large institutions have $334M invested in Invesco Financial Preferred ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+17
Holders Change %
+12.98%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
59
Reduced
36
Closed
8
Calls
$263K
Puts
Net Calls
+$263K
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
76
Wells Fargo
California
$546K +$14.7K +771 +3%
MMG
77
Monetary Management Group
Missouri
$510K -$42.9K -2,250 -8%
CCA
78
Clearwater Capital Advisors
Illinois
$500K +$4.32K +227 +0.9%
EFS
79
Essex Financial Services
Connecticut
$493K -$7.15K -375 -1%
FAAS
80
First Allied Advisory Services
California
$493K +$90.6K +4,757 +23%
TFA
81
Transamerica Financial Advisors
Florida
$491K +$217K +11,382 +79%
Creative Planning
82
Creative Planning
Kansas
$481K +$74.3K +3,898 +18%
MMA
83
Miracle Mile Advisors
California
$451K +$451K +23,658 New
FHA
84
First Horizon Advisors
Tennessee
$445K +$27.2K +1,430 +7%
EWM
85
Endurance Wealth Management
Rhode Island
$424K -$1.42K -75 -0.3%
VFA
86
Voya Financial Advisors
Connecticut
$415K +$105K +5,529 +34%
MWM
87
Merriman Wealth Management
Washington
$410K +$410K +21,500 New
BTS
88
BB&T Securities
Virginia
$407K +$407K +21,417 New
Baird Financial Group
89
Baird Financial Group
Wisconsin
$384K +$43.8K +2,300 +13%
RT
90
Rockland Trust
Massachusetts
$383K +$6.33K +332 +2%
BRWA
91
B. Riley Wealth Advisors
Florida
$377K +$377K +19,761 New
SPC
92
Sigma Planning Corp
Michigan
$352K -$16.8K -880 -5%
DG
93
Davidson & Garrard
Virginia
$345K
UCFA
94
United Capital Financial Advisors
Texas
$342K -$316K -16,594 -48%
KIG
95
Kessler Investment Group
Indiana
$333K -$46.3K -2,430 -12%
US Bancorp
96
US Bancorp
Minnesota
$324K +$33.9K +1,780 +12%
SNT
97
Security National Trust
West Virginia
$314K
NFG
98
Next Financial Group
Texas
$307K +$243K +12,738 +378%
BW
99
Bison Wealth
Georgia
$305K -$1.39K -73 -0.5%
AC
100
Alexandria Capital
Virginia
$305K