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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

167 hedge funds and large institutions have $262M invested in Invesco Financial Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
59
Reduced
46
Closed
18
Calls
–
Puts
$182K
Net Calls
-$182K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$23.4M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$1.89M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$3.04M
4
DIP
4
DT Investment Partners
Pennsylvania
$5.36M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.56M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.78M
2
PI
2
PFS Investments
Georgia
$6.95M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
AFS
4
Access Financial Services
Minnesota
$0
5
BCM
5
Bluefin Capital Management
New York
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
MIAN
101
Mariner Independent Advisor Network
Kansas
$246K 13,604 +13,604 New
LNC
102
Lincoln National Corp
Pennsylvania
$233K 12,809 -71 -0.6%
FHA
103
Flagship Harbor Advisors
Massachusetts
$224K 12,419 – –
SMC
104
Smith, Moore & Co
Missouri
$220K 12,105 +18 +0.1%
OPCM
105
Osborne Partners Capital Management
California
$218K 12,000 – –
SPIA
106
Steward Partners Investment Advisory
New York
$216K 11,895 +183 +2%
Truist Financial
107
Truist Financial
North Carolina
$209K 11,440 +1,350 +13%
RIM
108
Regent Investment Management
Kentucky
$208K 11,450 – –
Bank of New York Mellon
109
Bank of New York Mellon
New York
$207K 11,394 -4,456 -28%
SBIA
110
Sheaff Brock Investment Advisors
Indiana
$206K 11,317 +137 +1%
BTS
111
BB&T Securities
Virginia
$205K 11,294 -2,785 -20%
NEPWA
112
New England Private Wealth Advisors
Massachusetts
$192K 10,536 -734 -7%
LA
113
LexAurum Advisors
Kansas
$192K 10,539 – –
IA
114
IFP Advisors
Florida
$185K 10,197 +731 +8%
UAS
115
United Asset Strategies
New York
$182K 10,000 +4,814 +93%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$178K 9,800 – –
SNT
117
Security National Trust
West Virginia
$164K 9,000 – –
WAM
118
Wealthspire Advisors (Maryland)
Maryland
$153K 8,400 – –
RFC
119
Regions Financial Corp
Alabama
$146K 8,000 +8,000 New
APA
120
American Portfolios Advisors
New York
$131K 7,193 -269 -4%
CAG
121
Csenge Advisory Group
Florida
$117K 6,581 +6,581 New
SCA
122
Stuart Chaussee & Associates
California
$116K 6,365 +900 +16%
FGAM
123
Financial Gravity Asset Management
Texas
$115K 6,429 +377 +6%
AAM
124
Advisors Asset Management
Colorado
$110K 6,062 +4,428 +271%
AF
125
Advisornet Financial
Minnesota
$90K 4,934 -428 -8%
3 4
5
6 7