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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

158 hedge funds and large institutions have $342M invested in Invesco Financial Preferred ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 41 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
31
Increased
41
Reduced
53
Closed
18
Calls
$214K
Puts
$1.89M
Net Calls
-$1.67M
Net Calls Change
-$1.94M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$80.8M
2
HI
Horizon Investments
North Carolina
$47.3M
3
Asset Management One
Asset Management One
Japan
$3.1M
4
CG
Caprock Group
Idaho
$4.63M
5
Wells Fargo
Wells Fargo
California
$1.89M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$0
2
Morgan Stanley
Morgan Stanley
New York
$25.2M
3
YMRC
Yorktown Management & Research Company
Virginia
$0
4
LPL Financial
LPL Financial
California
$16.6M
5
ACM
Aviance Capital Management
Florida
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
126
Hefty Wealth Partners
Indiana
$86K +$1.25K +70 +1%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$81K -$588K -32,807 -88%
WEC
128
Winslow Evans & Crocker
Massachusetts
$66.9K -$6.28K -350 -9%
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$58K +3,193 New
SF
130
Synovus Financial
Georgia
$45K – – –
FNBT
131
FineMark National Bank & Trust
Florida
$45K – – –
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$39K +$39K +2,169 New
RFA
133
Reilly Financial Advisors
California
$37K – – –
BIG
134
Bellwether Investment Group
Tennessee
$37K +$37K +2,084 New
BTIS
135
BB&T Investment Services
North Carolina
$33K +$33K +1,862 New
AIM
136
Advantage Investment Management
Iowa
$29K +$14.5K +814 +100%
AssetMark Inc
137
AssetMark Inc
California
$29K +$29K +1,600 New
AF
138
Allworth Financial
California
$27K – – –
AA
139
Ancora Advisors
Ohio
$26K +$26K +1,431 New
CFA
140
Carroll Financial Associates
North Carolina
$23K – – –
WA
141
WFG Advisors
Texas
$21K -$3.74K -209 -15%
BFEC
142
Benjamin F. Edwards & Company
Missouri
$19K – – –
BAM
143
Bruderman Asset Management
New York
$19K – – –
FPFS
144
First Personal Financial Services
North Carolina
$19K – – –
PCP
145
Proficio Capital Partners
Massachusetts
$18K +$18K +1,000 New
BCI
146
Brinker Capital Investments
Pennsylvania
$15K +$15K +858 New
RCG
147
Ruggie Capital Group
Florida
$11K – – –
MFW
148
Mosaic Family Wealth
Missouri
$9K – – –
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9K +508 New
ACS
150
Archford Capital Strategies
Illinois
$8K +$8K +480 New
3 4 5
6
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