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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

184 hedge funds and large institutions have $213M invested in Invesco Financial Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+11
Holders Change %
+6.36%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
30
Increased
48
Reduced
59
Closed
17
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$230K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$6.6M
2
Jane Street
2
Jane Street
New York
$3.37M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.63M
4
FTUS
4
Flow Traders U.S.
New York
$1.35M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.65M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24.5M
2
FIA
2
Foundations Investment Advisors
Arizona
$356K
3
CFG
3
CNO Financial Group
Indiana
$0
4
PI
4
PFS Investments
Georgia
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$263K – – –
CHA
102
Carmichael Hill & Associates
Maryland
$257K -$6.86K -375 -3%
RT
103
Rockland Trust
Massachusetts
$252K -$11.3K -620 -4%
MIAN
104
Mariner Independent Advisor Network
Kansas
$252K – – –
SBIA
105
Sheaff Brock Investment Advisors
Indiana
$240K – – –
CCA
106
Clearwater Capital Advisors
Illinois
$238K -$18.2K -1,000 -7%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$229K +$41.2K +2,253 +22%
FHA
108
Flagship Harbor Advisors
Massachusetts
$227K +$910 +50 +0.4%
ACM
109
Aviance Capital Management
Florida
$212K -$35.1K -1,921 -14%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$211K -$74.8K -4,100 -26%
MMG
111
Monetary Management Group
Missouri
$211K – – –
GFPC
112
Global Financial Private Capital
Florida
$210K +$273 +15 +0.1%
NEPWA
113
New England Private Wealth Advisors
Massachusetts
$207K +$183 +10 +0.1%
IDA
114
Intelligence Driven Advisers
California
$204K -$12.5K -685 -6%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$188K -$101K -5,550 -35%
BTS
116
BB&T Securities
Virginia
$185K +$185K +10,171 New
Truist Financial
117
Truist Financial
North Carolina
$184K – – –
UAS
118
United Asset Strategies
New York
$183K – – –
OPCM
119
Osborne Partners Capital Management
California
$183K – – –
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$179K – – –
RCAG
121
Rehmann Capital Advisory Group
Michigan
$173K +$173K +9,485 New
SNT
122
Security National Trust
West Virginia
$164K – – –
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$153K – – –
RFC
124
Regions Financial Corp
Alabama
$153K – – –
FNBOSM
125
First National Bank of South Miami
Florida
$139K – – –
3 4
5
6 7