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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

167 hedge funds and large institutions have $262M invested in Invesco Financial Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
59
Reduced
46
Closed
18
Calls
–
Puts
$182K
Net Calls
-$182K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$23.4M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$1.89M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$3.04M
4
DIP
4
DT Investment Partners
Pennsylvania
$5.36M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.56M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.78M
2
PI
2
PFS Investments
Georgia
$6.95M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
AFS
4
Access Financial Services
Minnesota
$0
5
BCM
5
Bluefin Capital Management
New York
$265K
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
126
CX Institutional
Indiana
$90K – – –
FHA
127
First Horizon Advisors
Tennessee
$89K +$45.4K +2,500 +104%
ASN
128
Advisory Services Network
Georgia
$85K -$4.34K -238 -5%
AOWM
129
Alpha Omega Wealth Management
Virginia
$73K -$9.13K -500 -11%
JFA
130
JNBA Financial Advisors
Minnesota
$73K +$73K +4,000 New
SBL
131
Sargent Bickham Lagudis
Colorado
$68K -$80.9K -4,417 -54%
1832 Asset Management
132
1832 Asset Management
Ontario, Canada
$56K – – –
NL
133
NVWM LLC
Pennsylvania
$51K +$5.46K +300 +12%
OIA
134
OneDigital Investment Advisors
Kansas
$47K – – –
SF
135
Synovus Financial
Georgia
$45K – – –
Deutsche Bank
136
Deutsche Bank
Germany
$44K +$381 +21 +0.9%
WWM
137
Wagner Wealth Management
South Carolina
$41K -$96.7K -5,255 -70%
BCI
138
Brinker Capital Investments
Pennsylvania
$38K – – –
RFA
139
Reilly Financial Advisors
California
$37K – – –
GWM
140
Geneos Wealth Management
Colorado
$33K -$17.9K -1,000 -35%
SWM
141
SeaCrest Wealth Management
New York
$29K – – –
BFEC
142
Benjamin F. Edwards & Company
Missouri
$27K – – –
PI
143
PineBridge Investments
New York
$22K – – –
AA
144
Ancora Advisors
Ohio
$21K +$21K +1,150 New
WEC
145
Winslow Evans & Crocker
Massachusetts
$20K -$12K -600 -38%
CCM
146
Covington Capital Management
California
$19K – – –
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18K +968 New
IBOK
148
Independence Bank of Kentucky
Kentucky
$17K +$17K +950 New
IGGA
149
Iron Gate Global Advisors
Utah
$14K +$298 +17 +2%
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$13K +$13K +726 New
4 5
6
7 8