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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

158 hedge funds and large institutions have $342M invested in Invesco Financial Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 41 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
31
Increased
41
Reduced
53
Closed
18
Calls
$214K
Puts
$1.89M
Net Calls
-$1.67M
Net Calls Change
-$1.94M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$80.8M
2
HI
2
Horizon Investments
North Carolina
$47.3M
3
Asset Management One
3
Asset Management One
Japan
$3.1M
4
CG
4
Caprock Group
Idaho
$4.63M
5
Wells Fargo
5
Wells Fargo
California
$1.89M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$25.2M
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
LPL Financial
4
LPL Financial
California
$16.6M
5
ACM
5
Aviance Capital Management
Florida
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
101
Flagship Harbor Advisors
Massachusetts
$269K +$269K +14,848 New
CFA
102
Cahill Financial Advisors
Minnesota
$258K – – –
TSS
103
Two Sigma Securities
New York
$255K +$255K +14,183 New
MMA
104
Miracle Mile Advisors
California
$239K -$186K -10,347 -44%
IH
105
IFC Holdings
Florida
$236K +$14.1K +788 +6%
SI
106
SII Investments
Wisconsin
$235K +$413 +23 +0.2%
OPCM
107
Osborne Partners Capital Management
California
$216K – – –
JIP
108
Jaffetilchin Investment Partners
Florida
$215K +$215K +11,985 New
EAM
109
Evanson Asset Management
California
$211K – – –
NFG
110
Next Financial Group
Texas
$209K -$80.9K -4,496 -28%
IA
111
IFP Advisors
Florida
$207K +$24.5K +1,362 +13%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$205K -$1.17M -64,900 -85%
RJT
113
Raymond James Trust
Florida
$205K – – –
NEPWA
114
New England Private Wealth Advisors
Massachusetts
$201K -$5.21K -290 -3%
Northern Trust
115
Northern Trust
Illinois
$193K +$193K +10,727 New
UAS
116
United Asset Strategies
New York
$190K – – –
CA
117
Cetera Advisors
Colorado
$189K +$189K +10,513 New
RFC
118
Regions Financial Corp
Alabama
$181K -$73.3K -4,077 -29%
Truist Financial
119
Truist Financial
North Carolina
$181K – – –
GT
120
Glenmede Trust
Pennsylvania
$179K – – –
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$151K – – –
SBL
122
Sargent Bickham Lagudis
Colorado
$107K -$17.1K -956 -14%
TFA
123
Transamerica Financial Advisors
Florida
$101K -$363K -20,126 -78%
AOWM
124
Alpha Omega Wealth Management
Virginia
$91K +$91K +5,050 New
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$90K – – –
3 4
5
6 7