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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

158 hedge funds and large institutions have $342M invested in Invesco Financial Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 41 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
31
Increased
41
Reduced
53
Closed
18
Calls
$214K
Puts
$1.89M
Net Calls
-$1.67M
Net Calls Change
-$1.94M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$80.8M
2
HI
2
Horizon Investments
North Carolina
$47.3M
3
Asset Management One
3
Asset Management One
Japan
$3.1M
4
CG
4
Caprock Group
Idaho
$4.63M
5
Wells Fargo
5
Wells Fargo
California
$1.89M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$25.2M
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
LPL Financial
4
LPL Financial
California
$16.6M
5
ACM
5
Aviance Capital Management
Florida
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
76
Voya Financial Advisors
Connecticut
$493K +$101K +5,638 +26%
BWL
77
Bogart Wealth LLC
Virginia
$478K +$478K +26,627 New
FHA
78
First Horizon Advisors
Tennessee
$445K – – –
CWM
79
Concert Wealth Management
California
$438K -$196K -10,962 -31%
MMG
80
Monetary Management Group
Missouri
$438K -$42.2K -2,350 -9%
Creative Planning
81
Creative Planning
Kansas
$438K -$15.3K -850 -3%
RCAG
82
Rehmann Capital Advisory Group
Michigan
$424K +$424K +23,613 New
RT
83
Rockland Trust
Massachusetts
$411K +$50.3K +2,799 +14%
BTS
84
BB&T Securities
Virginia
$407K – – –
EWM
85
Endurance Wealth Management
Rhode Island
$402K – – –
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$390K -$237K -13,191 -38%
SPWA
87
SteelBridge Private Wealth Advisors
Florida
$372K +$372K +20,240 New
Baird Financial Group
88
Baird Financial Group
Wisconsin
$367K +$5.38K +300 +1%
DG
89
Davidson & Garrard
Virginia
$323K -$1.79K -100 -0.6%
AFS
90
Access Financial Services
Minnesota
$322K +$322K +17,950 New
SPC
91
Sigma Planning Corp
Michigan
$315K -$16.5K -921 -5%
KIG
92
Kessler Investment Group
Indiana
$308K -$5.65K -315 -2%
AWM
93
AE Wealth Management
Kansas
$302K +$302K +16,809 New
US Bancorp
94
US Bancorp
Minnesota
$298K -$8.02K -446 -3%
SNT
95
Security National Trust
West Virginia
$297K – – –
SBIA
96
Sheaff Brock Investment Advisors
Indiana
$291K +$57.8K +3,223 +25%
AC
97
Alexandria Capital
Virginia
$287K – – –
BW
98
Bison Wealth
Georgia
$287K – – –
B
99
Bridgeworth
Alabama
$276K +$276K +14,992 New
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$274K +$18.8K +1,050 +7%
2 3
4
5 6