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Invesco Financial Preferred ETF
PGF

115 hedge funds and large institutions have $251M invested in Invesco Financial Preferred ETF in 2013 Q2 according to their latest regulatory filings, with 115 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14.67% more ownership

Funds ownership: 0% → 14.67% (+15%)

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $394K

Holders
115
Holders Change
+115
Holders Change %
–
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
115
Increased
–
Reduced
–
Closed
–
Calls
$2K
Puts
$394K
Net Calls
-$392K
Net Calls Change
-$392K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
USGIU
101
U.S. Global Investors (USGI)
Texas
$51K +$53.3K +2,900 New
CFS
102
Community Financial System
New York
$45K +$45.9K +2,500 New
NES
103
New England Securities
New York
$44K +$45.5K +2,473 New
WA
104
WFG Advisors
Texas
$41K +$42.1K +2,293 New
OFS
105
Orrstown Financial Services
Pennsylvania
$38K +$38.6K +2,100 New
Deutsche Bank
106
Deutsche Bank
Germany
$38K +$39.8K +2,167 New
LFR
107
Lehman Financial Resources
Pennsylvania
$25K +$25.7K +1,400 New
CTC
108
Central Trust Company
Missouri
$21K +$21.1K +1,150 New
S
109
SignatureFD
Georgia
$21K +$21.1K +1,150 New
CFA
110
Carroll Financial Associates
North Carolina
$19K +$20.2K +1,100 New
MAA
111
Managed Account Advisors
New Jersey
$16K +$16.4K +890 New
AAC
112
Asset Advisors Corp
Georgia
$16K +$16.5K +900 New
DSC
113
Duncker Streett & Co
Missouri
$9K +$9.19K +500 New
BTS
114
BB&T Securities
Virginia
$2.08K +$213K +11,614 New
NDSI
115
Newman Dignan & Sheerar Inc
Rhode Island
$594 +$610K +33,207 New
GGPS
116
Gary Goldberg Planning Services
New York
– +$55 +3 New
1 2 3 4
5

PGF Hedge Fund Activity: Q2 2013 in Review

115 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q2 2013, worth a combined $251M.

Buyers outnumbered sellers: 115 funds opened new PGF positions and 0 closed out — a net gain of 115 holders — while 0 added to existing stakes and 0 trimmed.

  • 115 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $251M of Invesco Financial Preferred ETF stock for Q2 2013.
  • 115 funds opened new Invesco Financial Preferred ETF positions in Q2 2013 and 0 closed out, a net change of +115 holders.

Based on aggregated 13F filings for Q2 2013.