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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

156 hedge funds and large institutions have $303M invested in Invesco Financial Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
66
Reduced
41
Closed
14
Calls
$1K
Puts
$512K
Net Calls
-$511K
Net Calls Change
+$328K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$3.55M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.46M
3
CS
3
Credit Suisse
Switzerland
$1.72M
4
Asset Management One
4
Asset Management One
Japan
$7.31M
5
AWS
5
AJ Wealth Strategies
New York
$4.26M

Top Sellers

1
CG
1
Caprock Group
Idaho
$0
2
FA
2
FDx Advisors
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$23.4M
4
ACM
4
Aviance Capital Management
Florida
$17.4M
5
Ameriprise
5
Ameriprise
Minnesota
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
76
Gould Asset Management
California
$581K 30,435 -200 -0.7%
BF
77
BOK Financial
Oklahoma
$576K 30,160 – –
NDSI
78
Newman Dignan & Sheerar Inc
Rhode Island
$546K 28,582 -285 -1%
RIA
79
Regal Investment Advisors
Michigan
$490K 25,639 -191 -0.7%
IFWM
80
Institute for Wealth Management
Colorado
$484K 25,269 +25,269 New
SWP
81
Stratos Wealth Partners
Ohio
$469K 24,569 +24,569 New
Creative Planning
82
Creative Planning
Kansas
$452K 23,681 -3,026 -11%
MMG
83
Monetary Management Group
Missouri
$442K 23,150 -250 -1%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$441K 23,067 +3,079 +15%
EWM
85
Endurance Wealth Management
Rhode Island
$440K 23,030 +660 +3%
FHA
86
First Horizon Advisors
Tennessee
$419K 21,930 – –
RCAG
87
Rehmann Capital Advisory Group
Michigan
$410K 21,466 – –
SPWA
88
SteelBridge Private Wealth Advisors
Florida
$387K 20,240 – –
SPC
89
Sigma Planning Corp
Michigan
$378K 19,806 +2,723 +16%
BW
90
Bison Wealth
Georgia
$369K 19,300 +3,300 +21%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$368K 19,250 +500 +3%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$354K 18,550 +2,080 +13%
KIG
93
Kessler Investment Group
Indiana
$346K 18,101 +1,000 +6%
IH
94
IFC Holdings
Florida
$341K 17,735 +1,895 +12%
CFA
95
Cahill Financial Advisors
Minnesota
$334K 17,450 +1,350 +8%
TNB
96
Thomasville National Bank
Georgia
$332K 17,365 +17,365 New
AFM
97
Abbot Financial Management
Massachusetts
$319K 16,682 +16,682 New
SNT
98
Security National Trust
West Virginia
$315K 16,500 – –
SBIA
99
Sheaff Brock Investment Advisors
Indiana
$311K 16,269 +46 +0.3%
BTS
100
BB&T Securities
Virginia
$306K 15,985 -1,117 -7%
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4
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