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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

184 hedge funds and large institutions have $213M invested in Invesco Financial Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+11
Holders Change %
+6.36%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
30
Increased
48
Reduced
59
Closed
17
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$230K

Top Buyers

1
GI
Gradient Investments
Minnesota
$6.6M
2
Jane Street
Jane Street
New York
$3.37M
3
Citadel Advisors
Citadel Advisors
Florida
$2.63M
4
FTUS
Flow Traders U.S.
New York
$1.35M
5
Goldman Sachs
Goldman Sachs
New York
$1.65M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$24.5M
2
FIA
Foundations Investment Advisors
Arizona
$356K
3
CFG
CNO Financial Group
Indiana
$0
4
PI
PFS Investments
Georgia
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Advisors Asset Management
Colorado
$119K -$2.5K -137 -2%
FGAM
127
Financial Gravity Asset Management
Texas
$113K +$113K +6,156 New
APA
128
American Portfolios Advisors
New York
$100K -$1.46K -80 -1%
SBL
129
Sargent Bickham Lagudis
Colorado
$98K +$26.5K +1,458 +37%
William Blair & Company
130
William Blair & Company
Illinois
$98K +$32K +1,744 +48%
ASN
131
Advisory Services Network
Georgia
$97K -$5.96K -325 -6%
CFGS
132
Concourse Financial Group Securities
Alabama
$96K -$48.6K -2,675 -34%
AIM
133
Axiom Investment Management
New York
$91K +$91K +5,000 New
CI
134
CX Institutional
Indiana
$90K – – –
AF
135
Advisornet Financial
Minnesota
$90K +$145 +8 +0.2%
KIG
136
Kessler Investment Group
Indiana
$83K -$217K -11,919 -72%
CFS
137
Ceros Financial Services
Maryland
$83K +$83K +4,540 New
AP
138
Advisors Preferred
Maryland
$83K +$83K +4,540 New
RIA
139
Realta Investment Advisors
Delaware
$69K +$69K +3,811 New
AOWM
140
Alpha Omega Wealth Management
Virginia
$64K -$9.14K -500 -13%
1832 Asset Management
141
1832 Asset Management
Ontario, Canada
$56K – – –
GWM
142
Geneos Wealth Management
Colorado
$49K +$15.6K +862 +47%
SF
143
Synovus Financial
Georgia
$46K – – –
NL
144
NVWM LLC
Pennsylvania
$46K – – –
LDFR
145
Lehman & Derafelo Financial Resources
Pennsylvania
$37K +$530 +29 +1%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$30K -$88.3K -4,560 -75%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$29K -$441K -24,534 -94%
SWM
148
SeaCrest Wealth Management
New York
$29K – – –
GSWM
149
Golden State Wealth Management
California
$29K +$29K +1,600 New
EWM
150
Executive Wealth Management
Michigan
$26K -$5.58K -300 -18%
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