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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

190 hedge funds and large institutions have $318M invested in Invesco Financial Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+29
Holders Change %
+18.01%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
59
Reduced
49
Closed
11
Calls
$351K
Puts
$1K
Net Calls
+$350K
Net Calls Change
+$900K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$38.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.6M
3
GI
3
Gradient Investments
Minnesota
$11.9M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.56M
5
Wells Fargo
5
Wells Fargo
California
$8.44M

Top Sellers

1
CL
1
Cabana LLC
Arkansas
$22.1M
2
FIA
2
Foundations Investment Advisors
Arizona
$19.3M
3
EW
3
Evoke Wealth
California
$0
4
FAN
4
Financial Advisors Network
California
$1.28M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$321K -$28.5K -1,513 -8%
AFM
102
Abbot Financial Management
Massachusetts
$315K +$18.9K +1,000 +6%
LSPW
103
Lake Street Private Wealth
Illinois
$311K – – –
FAAS
104
First Allied Advisory Services
California
$310K -$2.27K -120 -0.7%
DP
105
Dearborn Partners
Illinois
$308K -$18.8K -1,000 -6%
ACM
106
Ategra Capital Management
Virginia
$306K +$306K +16,200 New
SAM
107
SignalPoint Asset Management
Missouri
$302K +$245 +13 +0.1%
HighTower Advisors
108
HighTower Advisors
Illinois
$293K +$70.4K +3,722 +32%
ONB
109
Old National Bancorp
Indiana
$291K – – –
MA
110
MUFG Americas
New York
$277K +$277K +14,654 New
US Bancorp
111
US Bancorp
Minnesota
$271K – – –
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$270K – – –
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$268K -$94.1K -4,992 -26%
CHA
114
Carmichael Hill & Associates
Maryland
$265K – – –
RT
115
Rockland Trust
Massachusetts
$260K – – –
WA
116
WBH Advisory
Maryland
$259K +$208 +11 +0.1%
SS
117
Sunbelt Securities
Texas
$253K +$7.66K +406 +3%
AF
118
Affiance Financial
Minnesota
$252K – – –
Deutsche Bank
119
Deutsche Bank
Germany
$252K +$24.2K +1,286 +11%
MIAN
120
Mariner Independent Advisor Network
Kansas
$248K -$15.5K -823 -6%
EFS
121
Essex Financial Services
Connecticut
$248K +$248K +13,155 New
Mariner
122
Mariner
Kansas
$244K +$244K +12,928 New
AAS
123
Avantax Advisory Services
Texas
$244K +$244K +13,109 New
BSA
124
Bull Street Advisors
Georgia
$236K – – –
TSS
125
Two Sigma Securities
New York
$226K +$226K +11,985 New
3 4
5
6 7