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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

170 hedge funds and large institutions have $276M invested in Invesco Financial Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 27 closing their positions.

Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
17
Increased
57
Reduced
41
Closed
27
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$359K

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$51.2M
2
Bank of America
2
Bank of America
North Carolina
$31.6M
3
CAN
3
Claraphi Advisory Network
United States
$2.29M
4
AWS
4
AJ Wealth Strategies
New York
$3.18M
5
CL
5
Cabana LLC
Arkansas
$2.42M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$466K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Jane Street
3
Jane Street
New York
$1.25M
4
SS
4
Simplicity Solutions
Minnesota
$0
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JA
76
JOYN Advisors
Georgia
$434K 23,278 – –
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$433K 23,526 +5,147 +28%
FAAS
78
First Allied Advisory Services
California
$424K 23,020 +1,613 +8%
EWM
79
Endurance Wealth Management
Rhode Island
$421K 22,880 – –
AWM
80
Affinity Wealth Management
Delaware
$412K 22,388 -589 -3%
PAG
81
Private Advisor Group
New Jersey
$381K 20,657 -101 -0.5%
SFM
82
Signet Financial Management
New Jersey
$368K 19,733 -6,885 -26%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$363K 19,730 – –
WS
84
Wedbush Securities
California
$359K 19,482 +1,693 +10%
SPC
85
Sigma Planning Corp
Michigan
$354K 19,214 +72 +0.4%
NEPWA
86
New England Private Wealth Advisors
Massachusetts
$354K 21,327 +10,017 +89%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$344K 18,687 -547 -3%
NNP
88
Nachman Norwood & Parrott
South Carolina
$334K 18,155 – –
BW
89
Bison Wealth
Georgia
$322K 17,500 – –
DP
90
Dearborn Partners
Illinois
$320K 17,346 -800 -4%
IWA
91
IBEX Wealth Advisors
New Jersey
$314K 17,089 +96 +0.6%
WA
92
WBH Advisory
Maryland
$312K 16,956 +12 +0.1%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$304K 16,500 – –
AFM
94
Abbot Financial Management
Massachusetts
$289K 15,682 – –
ONB
95
Old National Bancorp
Indiana
$284K 15,414 – –
PFA
96
Paradigm Financial Advisors
Missouri
$274K 14,858 +14,858 New
US Bancorp
97
US Bancorp
Minnesota
$265K 14,400 – –
AF
98
Affiance Financial
Minnesota
$261K 14,167 -945 -6%
CHA
99
Carmichael Hill & Associates
Maryland
$259K 14,052 – –
RT
100
Rockland Trust
Massachusetts
$254K 13,780 – –
2 3
4
5 6