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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

107 hedge funds and large institutions have $191M invested in Invesco Financial Preferred ETF in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
20
Reduced
42
Closed
13
Calls
–
Puts
$796K
Net Calls
-$796K
Net Calls Change
+$194K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$9.23M
2
WBG
2
Wharton Business Group
Pennsylvania
$7.75M
3
IAS
3
IMA Advisory Services
Colorado
$4.55M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.7M
5
GC
5
Guggenheim Capital
Illinois
$1.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.3M
2
LPL Financial
2
LPL Financial
California
$8.82M
3
Bank of America
3
Bank of America
North Carolina
$19.4M
4
U
4
UBS
Switzerland
$21.3M
5
BF
5
BOK Financial
Oklahoma
$7.62M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
Waverly Advisors
Alabama
$18K 1,048 – –
PTCG
102
Pring Turner Capital Group
California
$17K 1,000 +1,000 New
EAMA
103
EFG Asset Management (Americas)
Florida
$15.3K 901 +901 New
WEC
104
Winslow Evans & Crocker
Massachusetts
$11K 644 +644 New
DSC
105
Duncker Streett & Co
Missouri
$8K 500 – –
IFWM
106
Institute for Wealth Management
Colorado
$8K 448 – –
NDSI
107
Newman Dignan & Sheerar Inc
Rhode Island
$549 32,407 – –
BCM
108
Bluefin Capital Management
New York
– – -83,564 Closed
Northern Trust
109
Northern Trust
Illinois
– – -39,691 Closed
Comerica Bank
110
Comerica Bank
Texas
– – -26,043 Closed
IH
111
IFC Holdings
Florida
– – -17,283 Closed
BAC
112
Boys Arnold & Co
North Carolina
– – -14,950 Closed
Two Sigma Investments
113
Two Sigma Investments
New York
– – -13,256 Closed
PI
114
Placemark Investments
Illinois
– – -11,745 Closed
NCMW
115
Northern Capital Management (Wisconsin)
Wisconsin
– – -11,125 Closed
WSCM
116
Wellington Shields Capital Management
New York
– – -10,450 Closed
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
– – -5,378 Closed
First Manhattan
118
First Manhattan
New York
– – -3,000 Closed
USGIU
119
U.S. Global Investors (USGI)
Texas
– – -2,900 Closed
FBT
120
Founders Bank & Trust
Michigan
– – -427 Closed
GGPS
121
Gary Goldberg Planning Services
New York
$0 3 – –
1 2 3 4
5