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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

161 hedge funds and large institutions have $319M invested in Invesco Financial Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
-9
Holders Change %
-5.29%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
13
Increased
56
Reduced
41
Closed
20
Calls
–
Puts
$550K
Net Calls
-$550K
Net Calls Change
+$39K

Top Buyers

1
CL
1
Cabana LLC
Arkansas
$39.6M
2
CAN
2
Claraphi Advisory Network
United States
$9.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.2M
4
FI
4
FormulaFolio Investments
Michigan
$3.29M
5
AWS
5
AJ Wealth Strategies
New York
$6.53M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$33.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
GBA
5
Garrison Bradford & Associates
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RT
101
Rockland Trust
Massachusetts
$259K 13,780 – –
WA
102
WBH Advisory
Maryland
$257K 13,718 -3,238 -19%
AF
103
Affiance Financial
Minnesota
$251K 13,367 -800 -6%
SS
104
Sunbelt Securities
Texas
$244K 13,000 +13,000 New
BSA
105
Bull Street Advisors
Georgia
$234K 12,500 +12,500 New
Deutsche Bank
106
Deutsche Bank
Germany
$227K 12,099 +11,494 +1,900%
HighTower Advisors
107
HighTower Advisors
Illinois
$222K 11,769 -1,171 -9%
MMG
108
Monetary Management Group
Missouri
$217K 11,550 – –
BRWA
109
B. Riley Wealth Advisors
Florida
$216K 11,490 +1,133 +11%
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$212K 11,341 -9,986 -47%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$206K 10,958 -1,594 -13%
FNBOSM
112
First National Bank of South Miami
Florida
$190K 10,198 – –
Truist Financial
113
Truist Financial
North Carolina
$189K 10,090 – –
UAS
114
United Asset Strategies
New York
$188K 10,000 – –
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$184K 9,800 – –
William Blair & Company
116
William Blair & Company
Illinois
$151K 8,044 – –
SPIA
117
Steward Partners Investment Advisory
New York
$147K 7,835 +78 +1%
SNT
118
Security National Trust
West Virginia
$144K 7,650 -1,350 -15%
RIA
119
Realta Investment Advisors
Delaware
$140K 7,526 +2,656 +55%
APA
120
American Portfolios Advisors
New York
$111K 5,920 +430 +8%
ASN
121
Advisory Services Network
Georgia
$111K 6,043 – –
SBL
122
Sargent Bickham Lagudis
Colorado
$111K 5,916 +159 +3%
GFPC
123
Global Financial Private Capital
Florida
$100K 5,302 -1,559 -23%
CI
124
CX Institutional
Indiana
$93K 4,945 – –
AF
125
Advisornet Financial
Minnesota
$89K 4,758 -400 -8%
3 4
5
6 7