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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

114 hedge funds and large institutions have $186M invested in Invesco Financial Preferred ETF in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
37
Reduced
25
Closed
8
Calls
–
Puts
$1.21M
Net Calls
-$1.21M
Net Calls Change
+$970K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$29M
4
BAAM
4
Baker Avenue Asset Management
California
$4.84M
5
BTS
5
BB&T Securities
Virginia
$5.14M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$923K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.83M
3
IAS
3
IMA Advisory Services
Colorado
$3.48M
4
WBG
4
Wharton Business Group
Pennsylvania
$1.14M
5
Bank of America
5
Bank of America
North Carolina
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HRC
101
Hoertkorn Richard Charles
$37K 2,000 – –
LFR
102
Lehman Financial Resources
Pennsylvania
$26K 1,400 – –
GGPS
103
Gary Goldberg Planning Services
New York
$20K 1,075 – –
NPC
104
National Planning Corporation
California
$19.8K 1,080 +1,080 New
WA
105
Waverly Advisors
Alabama
$19K 1,048 – –
Citadel Advisors
106
Citadel Advisors
Florida
$16K 879 -17,580 -95%
PSI
107
Pinnacle Summer Investments
Virginia
$16K 841 – –
EAMA
108
EFG Asset Management (Americas)
Florida
$16K 901 – –
WTB
109
Washington Trust Bank
Washington
$14K 750 – –
RCG
110
Ruggie Capital Group
Florida
$11K 590 +590 New
DSC
111
Duncker Streett & Co
Missouri
$9K 500 – –
HNB
112
Huntington National Bank
Ohio
– – – –
NDSI
113
Newman Dignan & Sheerar Inc
Rhode Island
$542 29,707 – –
BRWA
114
B. Riley Wealth Advisors
Florida
$97 5,314 +5,314 New
Comerica Bank
115
Comerica Bank
Texas
– – -21,055 Closed
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
– – -11,556 Closed
TYCC
117
Texas Yale Capital Corp
Florida
– – -11,050 Closed
MPI
118
Mairs & Power Inc
Minnesota
– – -10,581 Closed
PI
119
Placemark Investments
Illinois
– – -10,268 Closed
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
– – -606 Closed
IFWM
121
Institute for Wealth Management
Colorado
– – -448 Closed
W
122
Wealthfront
California
– – -140 Closed
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
$0 1 +1 New
1 2 3 4
5