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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

153 hedge funds and large institutions have $295M invested in Invesco Financial Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
52
Reduced
53
Closed
22
Calls
–
Puts
$839K
Net Calls
-$839K
Net Calls Change
+$833K

Top Buyers

1
AFS
1
Access Financial Services
Minnesota
$5.52M
2
AP
2
Appleton Partners
Massachusetts
$3.73M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.15M
4
Asset Management One
4
Asset Management One
Japan
$5.61M
5
AWS
5
AJ Wealth Strategies
New York
$3.21M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36M
2
HI
2
Horizon Investments
North Carolina
$29.6M
3
ACM
3
Aviance Capital Management
Florida
$18.9M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
LPL Financial
5
LPL Financial
California
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
101
Goldman Sachs
New York
$277K -$1.48M -78,913 -84%
EAM
102
Evanson Asset Management
California
$275K +$55.9K +3,000 +26%
Wolverine Trading
103
Wolverine Trading
Illinois
$250K -$1.06M -56,681 -81%
SI
104
SII Investments
Wisconsin
$249K +$3.34K +178 +1%
FHA
105
Flagship Harbor Advisors
Massachusetts
$248K -$31.4K -1,671 -11%
OPCM
106
Osborne Partners Capital Management
California
$224K – – –
GT
107
Glenmede Trust
Pennsylvania
$223K +$37.2K +2,000 +20%
SPIA
108
Steward Partners Investment Advisory
New York
$220K +$220K +11,828 New
Bank of New York Mellon
109
Bank of New York Mellon
New York
$213K – – –
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$211K +$189 +10 +0.1%
OAM
111
Oppenheimer Asset Management
New York
$202K +$202K +10,810 New
CA
112
Cetera Advisors
Colorado
$199K +$3.61K +194 +2%
UAS
113
United Asset Strategies
New York
$197K – – –
IA
114
IFP Advisors
Florida
$192K -$22.4K -1,200 -10%
RJT
115
Raymond James Trust
Florida
$190K -$22.5K -1,206 -11%
Truist Financial
116
Truist Financial
North Carolina
$188K – – –
HighTower Advisors
117
HighTower Advisors
Illinois
$188K +$188K +10,069 New
BTIS
118
BB&T Investment Services
North Carolina
$181K +$146K +7,827 +420%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$179K +$94.7K +5,069 +112%
WAM
120
Wealthspire Advisors (Maryland)
Maryland
$161K +$4.4K +236 +3%
SBL
121
Sargent Bickham Lagudis
Colorado
$121K +$9.69K +520 +9%
TFA
122
Transamerica Financial Advisors
Florida
$102K -$2.73K -146 -3%
AOWM
123
Alpha Omega Wealth Management
Virginia
$94K – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$93K – – –
HWP
125
Hefty Wealth Partners
Indiana
$91K +$1.21K +65 +1%
3 4
5
6 7