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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

184 hedge funds and large institutions have $213M invested in Invesco Financial Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+11
Holders Change %
+6.36%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
30
Increased
48
Reduced
59
Closed
17
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$230K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$6.6M
2
Jane Street
2
Jane Street
New York
$3.37M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.63M
4
FTUS
4
Flow Traders U.S.
New York
$1.35M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.65M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24.5M
2
FIA
2
Foundations Investment Advisors
Arizona
$356K
3
CFG
3
CNO Financial Group
Indiana
$0
4
PI
4
PFS Investments
Georgia
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
76
Fort Sheridan Advisors
Illinois
$433K – – –
JA
77
JOYN Advisors
Georgia
$425K – – –
AWM
78
Affinity Wealth Management
Delaware
$420K – – –
EWM
79
Endurance Wealth Management
Rhode Island
$418K -$35.2K -1,925 -8%
OWD
80
Osborn Williams & Donohoe
Ohio
$396K +$396K +21,500 New
FAAS
81
First Allied Advisory Services
California
$390K +$33.3K +1,828 +9%
PAG
82
Private Advisor Group
New Jersey
$379K +$379K +20,758 New
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$360K – – –
FIA
84
Foundations Investment Advisors
Arizona
$356K -$40.2M -2,203,013 -99%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$351K -$935K -51,238 -73%
SPC
86
Sigma Planning Corp
Michigan
$350K -$12.4K -680 -3%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$336K +$5.72K +313 +2%
NNP
88
Nachman Norwood & Parrott
South Carolina
$332K – – –
DP
89
Dearborn Partners
Illinois
$331K – – –
WS
90
Wedbush Securities
California
$325K -$2.38K -130 -0.7%
HighTower Advisors
91
HighTower Advisors
Illinois
$324K -$16K -879 -5%
BW
92
Bison Wealth
Georgia
$320K – – –
IWA
93
IBEX Wealth Advisors
New Jersey
$310K +$1.88K +103 +0.6%
WA
94
WBH Advisory
Maryland
$309K -$49.9K -2,736 -14%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$301K +$27.4K +1,500 +10%
LSPW
96
Lake Street Private Wealth
Illinois
$301K +$301K +16,500 New
AFM
97
Abbot Financial Management
Massachusetts
$286K – – –
CA
98
Cetera Advisors
Colorado
$285K -$10.5K -573 -4%
ONB
99
Old National Bancorp
Indiana
$281K – – –
AF
100
Affiance Financial
Minnesota
$276K -$101K -5,513 -27%
2 3
4
5 6