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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

153 hedge funds and large institutions have $295M invested in Invesco Financial Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
52
Reduced
53
Closed
22
Calls
–
Puts
$839K
Net Calls
-$839K
Net Calls Change
+$833K

Top Buyers

1
AFS
1
Access Financial Services
Minnesota
$5.52M
2
AP
2
Appleton Partners
Massachusetts
$3.73M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.15M
4
Asset Management One
4
Asset Management One
Japan
$5.61M
5
AWS
5
AJ Wealth Strategies
New York
$3.21M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36M
2
HI
2
Horizon Investments
North Carolina
$29.6M
3
ACM
3
Aviance Capital Management
Florida
$18.9M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
LPL Financial
5
LPL Financial
California
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
76
Monetary Management Group
Missouri
$437K -$18.7K -1,000 -4%
CWM
77
Concert Wealth Management
California
$434K -$3.87K -217 -0.9%
EWM
78
Endurance Wealth Management
Rhode Island
$417K – – –
FHA
79
First Horizon Advisors
Tennessee
$409K -$26.7K -1,430 -6%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$401K -$40.1K -2,147 -9%
SB
81
Suntrust Banks
Georgia
$400K -$144K -7,701 -26%
FFEC
82
First Financial Equity Corporation
Arizona
$390K +$390K +20,946 New
SPWA
83
SteelBridge Private Wealth Advisors
Florida
$378K – – –
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$373K -$32.3K -1,732 -8%
AWM
85
AE Wealth Management
Kansas
$371K +$57.7K +3,096 +18%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$350K -$31.7K -1,700 -8%
BTS
87
BB&T Securities
Virginia
$319K -$80.5K -4,315 -20%
SPC
88
Sigma Planning Corp
Michigan
$319K -$8.87K -475 -3%
KIG
89
Kessler Investment Group
Indiana
$319K -$1.14K -61 -0.4%
IAA
90
Independent Advisor Alliance
North Carolina
$318K +$318K +16,950 New
US Bancorp
91
US Bancorp
Minnesota
$309K – – –
SNT
92
Security National Trust
West Virginia
$308K – – –
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$307K +$21.4K +1,150 +8%
SBIA
94
Sheaff Brock Investment Advisors
Indiana
$303K – – –
CFA
95
Cahill Financial Advisors
Minnesota
$301K +$32.7K +1,750 +12%
BW
96
Bison Wealth
Georgia
$299K – – –
AC
97
Alexandria Capital
Virginia
$299K – – –
IH
98
IFC Holdings
Florida
$297K +$50.1K +2,674 +20%
B
99
Bridgeworth
Alabama
$283K +$1.78K +95 +0.6%
DG
100
Davidson & Garrard
Virginia
$280K -$56K -3,000 -17%
2 3
4
5 6