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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

116 hedge funds and large institutions have $184M invested in Invesco Financial Preferred ETF in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
36
Reduced
33
Closed
12
Calls
–
Puts
$369K
Net Calls
-$369K
Net Calls Change
+$412K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.5M
2
Jane Street
2
Jane Street
New York
$5.07M
3
WI
3
WBI Investments
New Jersey
$1.51M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.16M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$30K
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.62M
3
UBS Group
3
UBS Group
Switzerland
$11.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$660K
Name Holding Trade Value Shares
Change 		Shares
Change %
EAMA
126
EFG Asset Management (Americas)
Florida
– -$17K -901 Closed
CIM
127
Contravisory Investment Management
Massachusetts
– -$11K -576 Closed
2 3 4 5
6