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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

161 hedge funds and large institutions have $319M invested in Invesco Financial Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
-9
Holders Change %
-5.29%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
13
Increased
56
Reduced
41
Closed
20
Calls
–
Puts
$550K
Net Calls
-$550K
Net Calls Change
+$39K

Top Buyers

1
CL
1
Cabana LLC
Arkansas
$39.6M
2
CAN
2
Claraphi Advisory Network
United States
$9.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.2M
4
FI
4
FormulaFolio Investments
Michigan
$3.29M
5
AWS
5
AJ Wealth Strategies
New York
$6.53M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$33.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
GBA
5
Garrison Bradford & Associates
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JA
76
JOYN Advisors
Georgia
$437K 23,278 – –
EWM
77
Endurance Wealth Management
Rhode Island
$432K 23,005 +125 +0.5%
AWM
78
Affinity Wealth Management
Delaware
$420K 22,388 – –
SPC
79
Sigma Planning Corp
Michigan
$398K 21,186 +1,972 +10%
FMWA
80
Forvis Mazars Wealth Advisors
Missouri
$371K 19,730 – –
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$361K 19,217 +18,497 +2,569%
SFM
82
Signet Financial Management
New Jersey
$358K 19,233 -500 -3%
BTS
83
BB&T Securities
Virginia
$357K 18,993 +18,993 New
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$351K 18,707 +20 +0.1%
PAG
85
Private Advisor Group
New Jersey
$348K 18,550 -2,107 -10%
WS
86
Wedbush Securities
California
$347K 18,499 -983 -5%
NNP
87
Nachman Norwood & Parrott
South Carolina
$341K 18,155 – –
Wolverine Trading
88
Wolverine Trading
Illinois
$334K 17,799 -32,482 -65%
BW
89
Bison Wealth
Georgia
$329K 17,500 – –
DP
90
Dearborn Partners
Illinois
$326K 17,346 – –
IWA
91
IBEX Wealth Advisors
New Jersey
$323K 17,181 +92 +0.5%
FAAS
92
First Allied Advisory Services
California
$311K 16,540 -6,480 -28%
LSPW
93
Lake Street Private Wealth
Illinois
$310K 16,500 +16,500 New
SAM
94
SignalPoint Asset Management
Missouri
$301K 16,018 -12,587 -44%
AFM
95
Abbot Financial Management
Massachusetts
$295K 15,682 – –
ONB
96
Old National Bancorp
Indiana
$289K 15,414 – –
US Bancorp
97
US Bancorp
Minnesota
$271K 14,400 – –
Sumitomo Mitsui Trust Group
98
Sumitomo Mitsui Trust Group
Japan
$266K 14,185 +14,185 New
CHA
99
Carmichael Hill & Associates
Maryland
$264K 14,052 – –
MIAN
100
Mariner Independent Advisor Network
Kansas
$263K 13,974 +202 +1%
2 3
4
5 6