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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

170 hedge funds and large institutions have $276M invested in Invesco Financial Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
17
Increased
57
Reduced
41
Closed
27
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$359K

Top Buyers

1
FIA
Foundations Investment Advisors
Arizona
$51.2M
2
Bank of America
Bank of America
North Carolina
$31.6M
3
CAN
Claraphi Advisory Network
United States
$2.29M
4
AWS
AJ Wealth Strategies
New York
$3.18M
5
CL
Cabana LLC
Arkansas
$2.42M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$466K
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Jane Street
Jane Street
New York
$1.25M
4
SS
Simplicity Solutions
Minnesota
$0
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
126
Kessler Investment Group
Indiana
$84K – – –
NL
127
NVWM LLC
Pennsylvania
$83K +$36.9K +2,000 +80%
AOWM
128
Alpha Omega Wealth Management
Virginia
$64K – – –
1832 Asset Management
129
1832 Asset Management
Ontario, Canada
$57K – – –
LWM
130
Liberty Wealth Management
California
$51K +$51K +2,748 New
GWM
131
Geneos Wealth Management
Colorado
$50K +$147 +8 +0.3%
SF
132
Synovus Financial
Georgia
$46K – – –
FGAM
133
Financial Gravity Asset Management
Texas
$38K -$76.3K -4,110 -67%
LDFR
134
Lehman & Derafelo Financial Resources
Pennsylvania
$38K +$500 +27 +1%
NFG
135
Next Financial Group
Texas
$32K +$32K +1,726 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$30K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
GSWM
138
Golden State Wealth Management
California
$29K – – –
EWM
139
Executive Wealth Management
Michigan
$26K – – –
IWA
140
Intercontinental Wealth Advisors
Texas
$23K – – –
BCI
141
Brinker Capital Investments
Pennsylvania
$22K – – –
CCM
142
Covington Capital Management
California
$20K – – –
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$302 -16 -2%
PB
144
Pinnacle Bancorp
Nebraska
$18K – – –
WEC
145
Winslow Evans & Crocker
Massachusetts
$18K – – –
PCMK
146
Paragon Capital Management (Kansas)
Kansas
$18K – – –
PI
147
PineBridge Investments
New York
$18K – – –
DWM
148
Doyle Wealth Management
Florida
$18K +$18K +1,000 New
IBOK
149
Independence Bank of Kentucky
Kentucky
$17K – – –
LWA
150
Lowe Wealth Advisors
Maryland
$16K +$16K +850 New
4 5
6
7 8