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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $212M invested in Invesco Financial Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 27 closing their positions.

Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
54
Reduced
66
Closed
27
Calls
$640K
Puts
$1.92M
Net Calls
-$1.28M
Net Calls Change
-$1.63M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.5M
3
CTA
3
Chesley Taft & Associates
Illinois
$1.73M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$1.69M
5
EW
5
Evoke Wealth
California
$1.36M

Top Sellers

1
CL
1
Cabana LLC
Arkansas
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
CAN
3
Claraphi Advisory Network
United States
$85K
4
Bank of America
4
Bank of America
North Carolina
$26.6M
5
BAAM
5
Baker Avenue Asset Management
California
$929K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
101
Powell Investment Advisors
Florida
$265K +$265K +15,692 New
TIA
102
Traphagen Investment Advisors
New Jersey
$265K -$681K -40,337 -72%
ONB
103
Old National Bancorp
Indiana
$260K – – –
OC
104
Oppenheimer & Co
New York
$255K +$58.7K +3,470 +30%
FAAS
105
First Allied Advisory Services
California
$244K -$33.5K -1,984 -12%
HighTower Advisors
106
HighTower Advisors
Illinois
$235K -$27.1K -1,604 -10%
AWM
107
AE Wealth Management
Kansas
$230K -$120K -7,085 -34%
MIAN
108
Mariner Independent Advisor Network
Kansas
$219K +$4.45K +273 +2%
AF
109
Affiance Financial
Minnesota
$215K -$10.4K -615 -5%
RT
110
Rockland Trust
Massachusetts
$214K -$18.3K -1,085 -8%
BSA
111
Bull Street Advisors
Georgia
$211K – – –
AAS
112
Avantax Advisory Services
Texas
$205K -$16.2K -958 -7%
GSBTD
113
Glenview State Bank Trust Department
Illinois
$202K +$202K +11,980 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$200K +$28.8K +1,773 +17%
US Bancorp
115
US Bancorp
Minnesota
$192K -$50.5K -3,000 -21%
MMG
116
Monetary Management Group
Missouri
$182K -$13.5K -800 -7%
NEPWA
117
New England Private Wealth Advisors
Massachusetts
$180K -$6.65K -394 -4%
PAS
118
Partnervest Advisory Services
California
$174K +$5.48K +325 +3%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$170K +$4.06K +240 +2%
UAS
120
United Asset Strategies
New York
$169K – – –
Simplex Trading
121
Simplex Trading
Illinois
$159K +$159K +9,446 New
FNBOSM
122
First National Bank of South Miami
Florida
$150K -$21.9K -1,300 -13%
SPIA
123
Steward Partners Investment Advisory
New York
$142K +$31.2K +1,856 +28%
CG
124
Cutler Group
California
$131K +$99.1K +5,900 +311%
NFG
125
Next Financial Group
Texas
$102K -$258K -15,217 -72%
3 4
5
6 7