Invesco Financial Preferred ETF
PGF
156 hedge funds and large institutions have $303M invested in Invesco Financial Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 14 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 41
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
2% more funds holding
Funds holding: 153 → 156 (+3)
3% more capital invested
Capital invested by funds: $295M → $303M (+$7.82M)
0.12% more ownership
Funds ownership: 17.64% → 17.76% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $512K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.52M |
| 2 |
Goldman Sachs
New York
|
+$2.16M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.71M |
| 4 |
Asset Management One
Tokyo,
Japan
|
+$1.56M |
| 5 |
AWS
AJ Wealth Strategies
New York
|
+$961K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Caprock Group
Boise,
Idaho
|
-$4.43M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$2.31M |
| 3 |
Morgan Stanley
New York
|
-$2.26M |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$1.94M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.82M |
PGF Hedge Fund Activity: Q2 2017 in Review
156 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q2 2017, worth a combined $303M — up 2.7% from $295M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PGF positions and 14 closed out — a net gain of 4 holders — while 66 added to existing stakes and 41 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $3.52M. The largest seller was Caprock Group, exiting entirely with an estimated $4.43M sold.
- 156 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q2 2017, up from 153 in Q1 2017.
- Funds reported $303M of Invesco Financial Preferred ETF stock for Q2 2017, up 2.7% quarter-over-quarter.
- 18 funds opened new Invesco Financial Preferred ETF positions in Q2 2017 and 14 closed out, a net change of +4 holders.
- The largest Invesco Financial Preferred ETF buyer in Q2 2017 was MML Investors Services, an estimated $3.52M added.
- The largest Invesco Financial Preferred ETF seller in Q2 2017 was Caprock Group, an estimated $4.43M sold.
Based on aggregated 13F filings for Q2 2017.