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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

169 hedge funds and large institutions have $286M invested in Invesco Financial Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
3.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
54
Reduced
60
Closed
17
Calls
–
Puts
$232K
Net Calls
-$232K
Net Calls Change
-$232K

Top Buyers

1
CFG
1
CNO Financial Group
Indiana
$18.6M
2
WBG
2
Wharton Business Group
Pennsylvania
$7.08M
3
PI
3
PineBridge Investments
New York
$4.67M
4
PI
4
PFS Investments
Georgia
$5.55M
5
HI
5
Horizon Investments
North Carolina
$23.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$29.1M
2
AWS
2
AJ Wealth Strategies
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$14M
4
AFS
4
Access Financial Services
Minnesota
$3.12M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
101
Carmichael Hill & Associates
Maryland
$273K +$4K +215 +1%
EAM
102
Evanson Asset Management
California
$260K – – –
TSS
103
Two Sigma Securities
New York
$258K +$258K +13,925 New
BTS
104
BB&T Securities
Virginia
$247K -$31K -1,675 -11%
FHA
105
Flagship Harbor Advisors
Massachusetts
$245K +$204 +11 +0.1%
GT
106
Glenmede Trust
Pennsylvania
$226K – – –
OPCM
107
Osborne Partners Capital Management
California
$223K – – –
SPIA
108
Steward Partners Investment Advisory
New York
$216K -$2.68K -145 -1%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$212K – – –
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$210K +$299 +16 +0.1%
UAS
111
United Asset Strategies
New York
$209K – – –
SBIA
112
Sheaff Brock Investment Advisors
Indiana
$207K -$96.3K -5,200 -32%
LA
113
LexAurum Advisors
Kansas
$195K +$315 +17 +0.2%
TFA
114
Transamerica Financial Advisors
Florida
$195K +$72.8K +3,913 +60%
M&T Bank
115
M&T Bank
New York
$194K – – –
SMC
116
Smith, Moore & Co
Missouri
$190K -$56.2K -3,028 -23%
Truist Financial
117
Truist Financial
North Carolina
$187K – – –
BHIA
118
Birch Hill Investment Advisors
Massachusetts
$185K -$13.9K -750 -7%
IA
119
IFP Advisors
Florida
$177K – – –
RFC
120
Regions Financial Corp
Alabama
$174K – – –
SNT
121
Security National Trust
West Virginia
$167K -$139K -7,500 -45%
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$156K – – –
SBL
123
Sargent Bickham Lagudis
Colorado
$146K +$3.63K +196 +3%
WWM
124
Wagner Wealth Management
South Carolina
$139K +$135K +7,255 +3,168%
APA
125
American Portfolios Advisors
New York
$138K -$11.3K -610 -8%
3 4
5
6 7