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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

135 hedge funds and large institutions have $341M invested in Invesco Financial Preferred ETF in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
135
Holders Change
+16
Holders Change %
+13.45%
% of All Funds
3.55%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
49
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.6M
2
SAS
2
Sage Advisory Services
Texas
$22.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
FA
4
FDx Advisors
Illinois
$18.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.2M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
GC
2
Guggenheim Capital
Illinois
$9.3M
3
JA
3
JOYN Advisors
Georgia
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$146K 7,754 +7,754 New
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$94K 5,000 – –
JFGIW
103
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94K 5,000 – –
HWP
104
Hefty Wealth Partners
Indiana
$86K 4,572 +4,572 New
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$77K 4,069 +2,300 +130%
KIG
106
Kessler Investment Group
Indiana
$76K 4,050 – –
WEC
107
Winslow Evans & Crocker
Massachusetts
$66.8K 3,550 +3,550 New
WAM
108
Wealthspire Advisors (Maryland)
Maryland
$56K 3,000 +3,000 New
NFG
109
Next Financial Group
Texas
$52K 2,763 -2,371 -46%
SF
110
Synovus Financial
Georgia
$47K 2,500 – –
GWM
111
Gupta Wealth Management
California
$44K 2,314 +181 +8%
RFA
112
Reilly Financial Advisors
California
$39K 2,050 – –
HRC
113
Hoertkorn Richard Charles
$38K 2,000 – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$34K 1,830 +1,830 New
AF
115
Allworth Financial
California
$33K 1,751 +251 +17%
CB
116
Community Bank
New York
$31K 1,680 – –
PFBT
117
Parkside Financial Bank & Trust
Missouri
$25K 1,309 +1,309 New
WA
118
WFG Advisors
Texas
$22K 1,164 – –
BFEC
119
Benjamin F. Edwards & Company
Missouri
$20K 1,078 – –
BAM
120
Bruderman Asset Management
New York
$20K 1,075 – –
QAM
121
QCI Asset Management
New York
$19K 1,000 +1,000 New
PSI
122
Pinnacle Summer Investments
Virginia
$16K 841 – –
ASN
123
Advisory Services Network
Georgia
$12K 631 +260 +70%
IWM
124
Integrated Wealth Management
California
$11K 600 – –
AFP
125
Ausdal Financial Partners
Iowa
$11K 569 +569 New
2 3 4
5
6