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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

112 hedge funds and large institutions have $179M invested in Invesco Financial Preferred ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
26
Reduced
39
Closed
10
Calls
–
Puts
$749K
Net Calls
-$749K
Net Calls Change
+$47K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.11M
2
VKH
2
Virtu KCG Holdings
New York
$2.92M
3
GC
3
Guggenheim Capital
Illinois
$2.97M
4
William Blair & Company
4
William Blair & Company
Illinois
$3.28M
5
ICOA
5
Investment Centers of America
North Dakota
$1.41M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$0
2
U
2
UBS
Switzerland
$16.3M
3
BF
3
BOK Financial
Oklahoma
$1.95M
4
Bank of America
4
Bank of America
North Carolina
$18.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$6.48M
Name Market Value Shares Shares
Change 		Shares
Change %
HRC
101
Hoertkorn Richard Charles
$36K 2,000 – –
Deutsche Bank
102
Deutsche Bank
Germany
$35K 2,000 +2,000 New
GGPS
103
Gary Goldberg Planning Services
New York
$27K 1,500 +1,497 +49,900%
LFR
104
Lehman Financial Resources
Pennsylvania
$25K 1,400 – –
WA
105
Waverly Advisors
Alabama
$19K 1,048 – –
EAMA
106
EFG Asset Management (Americas)
Florida
$16K 901 – –
WTB
107
Washington Trust Bank
Washington
$13K 750 +750 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$12K 658 +658 New
WEC
109
Winslow Evans & Crocker
Massachusetts
$11.5K 644 – –
DSC
110
Duncker Streett & Co
Missouri
$9K 500 – –
IFWM
111
Institute for Wealth Management
Colorado
$8K 448 – –
GI
112
Gradient Investments
Minnesota
$1K 66 +66 New
MAA
113
Managed Account Advisors
New Jersey
– – -545,059 Closed
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
– – -100,126 Closed
HCM
115
Hengehold Capital Management
Ohio
– – -43,333 Closed
CFA
116
Cahill Financial Advisors
Minnesota
– – -38,304 Closed
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
– – -16,511 Closed
ACM
118
Apex Capital Management
Ohio
– – -13,525 Closed
VFS
119
VSR Financial Services
Kansas
– – -12,309 Closed
FNBT
120
FineMark National Bank & Trust
Florida
– – -6,002 Closed
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
– – -1,300 Closed
PTCG
122
Pring Turner Capital Group
California
– – -1,000 Closed
HNB
123
Huntington National Bank
Ohio
– – – –
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