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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

152 hedge funds and large institutions have $279M invested in Invesco Financial Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
48
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIAS
1
FinTrust Investment Advisory Services
South Carolina
$8.41M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.08M
3
Asset Management One
3
Asset Management One
Japan
$8.86M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$1.41M
5
DIP
5
DT Investment Partners
Pennsylvania
$3.44M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$1.59M
2
HI
2
Horizon Investments
North Carolina
$21.6M
3
Bank of America
3
Bank of America
North Carolina
$33.9M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.82M
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
76
Institute for Wealth Management
Colorado
$481K 25,269 – –
RIA
77
Regal Investment Advisors
Michigan
$475K 25,065 -574 -2%
SWP
78
Stratos Wealth Partners
Ohio
$466K 24,569 – –
Millennium Management
79
Millennium Management
New York
$455K 23,997 -24,352 -50%
MMG
80
Monetary Management Group
Missouri
$452K 23,850 +700 +3%
SPC
81
Sigma Planning Corp
Michigan
$445K 23,447 +3,641 +18%
EWM
82
Endurance Wealth Management
Rhode Island
$427K 22,530 -500 -2%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$418K 22,039 +3,489 +19%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$416K 21,923 -1,144 -5%
FHA
85
First Horizon Advisors
Tennessee
$416K 21,930 – –
RCAG
86
Rehmann Capital Advisory Group
Michigan
$407K 21,466 – –
CFA
87
Cahill Financial Advisors
Minnesota
$388K 20,450 +3,000 +17%
BW
88
Bison Wealth
Georgia
$366K 19,300 – –
Creative Planning
89
Creative Planning
Kansas
$365K 19,256 -4,425 -19%
IH
90
IFC Holdings
Florida
$360K 19,028 +1,293 +7%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$350K 19,069 +15,000 +369%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$338K 17,801 -1,449 -8%
TNB
93
Thomasville National Bank
Georgia
$329K 17,365 – –
KIG
94
Kessler Investment Group
Indiana
$323K 17,043 -1,058 -6%
AFM
95
Abbot Financial Management
Massachusetts
$316K 16,682 – –
SNT
96
Security National Trust
West Virginia
$313K 16,500 – –
SBIA
97
Sheaff Brock Investment Advisors
Indiana
$311K 16,380 +111 +0.7%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$301K 15,869 +3,187 +25%
AC
99
Alexandria Capital
Virginia
$298K 15,697 -303 -2%
DG
100
Davidson & Garrard
Virginia
$285K 15,000 – –
2 3
4
5 6