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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

118 hedge funds and large institutions have $190M invested in Invesco Financial Preferred ETF in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 13 closing their positions.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
41
Reduced
24
Closed
13
Calls
–
Puts
$781K
Net Calls
-$781K
Net Calls Change
+$430K

Top Buyers

1
TFA
1
Transamerica Financial Advisors
Florida
$4.75M
2
Bank of America
2
Bank of America
North Carolina
$21M
3
Jane Street
3
Jane Street
New York
$1.18M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.61M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$689K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.36M
2
MAA
2
Managed Account Advisors
New Jersey
$34K
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
BTS
4
BB&T Securities
Virginia
$4.19M
5
OIA
5
Optimum Investment Advisors
Illinois
$827K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
– -$37K -2,000 Closed
NPC
127
National Planning Corporation
California
– -$19.8K -1,080 Closed
Citadel Advisors
128
Citadel Advisors
Florida
– -$16K -879 Closed
WTB
129
Washington Trust Bank
Washington
– -$14K -750 Closed
RCG
130
Ruggie Capital Group
Florida
– -$11K -590 Closed
2 3 4 5
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