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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

170 hedge funds and large institutions have $276M invested in Invesco Financial Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 27 closing their positions.

Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
17
Increased
57
Reduced
41
Closed
27
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$359K

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$51.2M
2
Bank of America
2
Bank of America
North Carolina
$31.6M
3
CAN
3
Claraphi Advisory Network
United States
$2.29M
4
AWS
4
AJ Wealth Strategies
New York
$3.18M
5
CL
5
Cabana LLC
Arkansas
$2.42M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$466K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Jane Street
3
Jane Street
New York
$1.25M
4
SS
4
Simplicity Solutions
Minnesota
$0
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MIAN
101
Mariner Independent Advisor Network
Kansas
$254K 13,772 – –
HighTower Advisors
102
HighTower Advisors
Illinois
$237K 12,940 -4,856 -27%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$231K 12,552 +992 +9%
MMG
104
Monetary Management Group
Missouri
$213K 11,550 – –
CCA
105
Clearwater Capital Advisors
Illinois
$199K 10,798 -2,261 -17%
BRWA
106
B. Riley Wealth Advisors
Florida
$191K 10,357 +10,357 New
FNBOSM
107
First National Bank of South Miami
Florida
$190K 10,198 +2,600 +34%
WJA
108
Williams Jones & Associates
New York
$189K 10,284 +10,284 New
Truist Financial
109
Truist Financial
North Carolina
$186K 10,090 – –
UAS
110
United Asset Strategies
New York
$184K 10,000 – –
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$181K 9,800 – –
RCAG
112
Rehmann Capital Advisory Group
Michigan
$175K 9,485 – –
SNT
113
Security National Trust
West Virginia
$166K 9,000 – –
William Blair & Company
114
William Blair & Company
Illinois
$148K 8,044 +2,700 +51%
SPIA
115
Steward Partners Investment Advisory
New York
$142K 7,757 +7,757 New
GFPC
116
Global Financial Private Capital
Florida
$126K 6,861 -4,659 -40%
AAM
117
Advisors Asset Management
Colorado
$118K 6,422 -95 -1%
ASN
118
Advisory Services Network
Georgia
$111K 6,043 +756 +14%
SBL
119
Sargent Bickham Lagudis
Colorado
$106K 5,757 +370 +7%
APA
120
American Portfolios Advisors
New York
$101K 5,490 – –
CFGS
121
Concourse Financial Group Securities
Alabama
$95K 5,154 -132 -2%
AF
122
Advisornet Financial
Minnesota
$95K 5,158 +208 +4%
AIM
123
Axiom Investment Management
New York
$92K 5,000 – –
CI
124
CX Institutional
Indiana
$91K 4,945 – –
RIA
125
Realta Investment Advisors
Delaware
$88K 4,870 +1,059 +28%
3 4
5
6 7