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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

128 hedge funds and large institutions have $255M invested in Invesco Financial Preferred ETF in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
128
Holders Change
-7
Holders Change %
-5.19%
% of All Funds
3.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
43
Closed
17
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$11K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.7M
2
YMRC
2
Yorktown Management & Research Company
Virginia
$5.64M
3
CG
3
Colony Group
Massachusetts
$2.45M
4
LPL Financial
4
LPL Financial
California
$39.1M
5
WBG
5
Wharton Business Group
Pennsylvania
$3.2M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.26M
3
FA
3
FDx Advisors
Illinois
$807K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$784K
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$76K 4,069 – –
SBL
102
Sargent Bickham Lagudis
Colorado
$73K 3,904 +3,904 New
WEC
103
Winslow Evans & Crocker
Massachusetts
$64.4K 3,425 -125 -4%
ASN
104
Advisory Services Network
Georgia
$64K 3,414 +2,783 +441%
NFG
105
Next Financial Group
Texas
$61K 3,292 +529 +19%
SF
106
Synovus Financial
Georgia
$47K 2,500 – –
GWM
107
Gupta Wealth Management
California
$44K 2,314 – –
RFA
108
Reilly Financial Advisors
California
$39K 2,050 – –
HRC
109
Hoertkorn Richard Charles
$38K 2,000 – –
AF
110
Allworth Financial
California
$33K 1,751 – –
GI
111
Gradient Investments
Minnesota
$32K 1,707 +1,207 +241%
ACM
112
Argentus Capital Management
Texas
$28K 1,500 +1,500 New
CB
113
Community Bank
New York
$22K 1,180 -500 -30%
BAM
114
Bruderman Asset Management
New York
$20K 1,075 – –
BFEC
115
Benjamin F. Edwards & Company
Missouri
$20K 1,078 – –
WA
116
WFG Advisors
Texas
$19K 1,024 -140 -12%
RCG
117
Ruggie Capital Group
Florida
$11K 590 +590 New
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
$10K 550 – –
MFW
119
Mosaic Family Wealth
Missouri
$9K 502 – –
HNB
120
Huntington National Bank
Ohio
– – – –
DSC
121
Duncker Streett & Co
Missouri
$6K 300 – –
Simplex Trading
122
Simplex Trading
Illinois
$6K 336 +336 New
GWS
123
Glassman Wealth Services
Virginia
$5K 276 +276 New
SMG
124
Spectrum Management Group
Indiana
$4K 200 – –
IA
125
IFP Advisors
Florida
$3K 165 -7,589 -98%
2 3 4
5
6