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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

152 hedge funds and large institutions have $279M invested in Invesco Financial Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
48
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.08M
2
Asset Management One
2
Asset Management One
Japan
$8.86M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$1.41M
4
DIP
4
DT Investment Partners
Pennsylvania
$3.44M
5
PI
5
PineBridge Investments
New York
$1.14M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$1.59M
2
HI
2
Horizon Investments
North Carolina
$21.6M
3
Bank of America
3
Bank of America
North Carolina
$33.9M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.82M
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
101
BB&T Securities
Virginia
$284K 15,006 -979 -6%
US Bancorp
102
US Bancorp
Minnesota
$283K 14,890 -26,747 -64%
EAM
103
Evanson Asset Management
California
$280K 14,750 – –
SI
104
SII Investments
Wisconsin
$270K 14,211 +172 +1%
FHA
105
Flagship Harbor Advisors
Massachusetts
$249K 13,197 +11 +0.1%
SMC
106
Smith, Moore & Co
Missouri
$241K 12,682 +12,682 New
HighTower Advisors
107
HighTower Advisors
Illinois
$236K 12,355 +674 +6%
OPCM
108
Osborne Partners Capital Management
California
$228K 12,000 – –
GT
109
Glenmede Trust
Pennsylvania
$227K 12,000 – –
SPIA
110
Steward Partners Investment Advisory
New York
$222K 11,745 -5 -0%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$222K 11,726 +76 +0.7%
IA
112
IFP Advisors
Florida
$215K 11,338 +1,022 +10%
NEPWA
113
New England Private Wealth Advisors
Massachusetts
$214K 11,224 +18 +0.2%
TSS
114
Two Sigma Securities
New York
$212K 11,187 +11,187 New
CHA
115
Cedar Hill Associates
Illinois
$210K 11,068 +11,068 New
CAG
116
Csenge Advisory Group
Florida
$203K 10,704 +10,704 New
VF
117
Virtu Financial
New York
$203K 10,717 +10,717 New
CA
118
Cetera Advisors
Colorado
$198K 10,475 -236 -2%
M&T Bank
119
M&T Bank
New York
$198K 10,452 -145 -1%
RJT
120
Raymond James Trust
Florida
$193K 10,185 – –
Truist Financial
121
Truist Financial
North Carolina
$191K 10,090 – –
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$164K 8,636 – –
ASN
123
Advisory Services Network
Georgia
$162K 8,520 +2,863 +51%
SBL
124
Sargent Bickham Lagudis
Colorado
$113K 5,933 -260 -4%
AOWM
125
Alpha Omega Wealth Management
Virginia
$96K 5,050 – –
3 4
5
6 7