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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

190 hedge funds and large institutions have $318M invested in Invesco Financial Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+29
Holders Change %
+18.01%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
59
Reduced
49
Closed
11
Calls
$351K
Puts
$1K
Net Calls
+$350K
Net Calls Change
+$900K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$38.9M
2
Morgan Stanley
Morgan Stanley
New York
$26.6M
3
GI
Gradient Investments
Minnesota
$11.9M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.56M
5
Wells Fargo
Wells Fargo
California
$8.44M

Top Sellers

1
CL
Cabana LLC
Arkansas
$22.1M
2
FIA
Foundations Investment Advisors
Arizona
$19.3M
3
EW
Evoke Wealth
California
$0
4
FAN
Financial Advisors Network
California
$1.28M
5
Wolverine Trading
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oppenheimer & Co
New York
$219K +$219K +11,610 New
MMG
127
Monetary Management Group
Missouri
$218K – – –
NEPWA
128
New England Private Wealth Advisors
Massachusetts
$210K -$5.24K -276 -2%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$199K -$7.58K -402 -4%
FNBOSM
130
First National Bank of South Miami
Florida
$193K – – –
KFP
131
KMG Fiduciary Partners
Ohio
$191K +$191K +10,125 New
UAS
132
United Asset Strategies
New York
$189K – – –
PAS
133
Partnervest Advisory Services
California
$189K +$189K +10,000 New
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$185K – – –
SPIA
135
Steward Partners Investment Advisory
New York
$124K -$23.6K -1,254 -16%
William Blair & Company
136
William Blair & Company
Illinois
$114K -$37.7K -2,000 -25%
SBL
137
Sargent Bickham Lagudis
Colorado
$113K +$1.38K +73 +1%
APA
138
American Portfolios Advisors
New York
$112K – – –
RIA
139
Realta Investment Advisors
Delaware
$110K -$27.6K -1,511 -20%
CFGS
140
Concourse Financial Group Securities
Alabama
$102K +$102K +5,404 New
RCA
141
Rowland Carmichael Advisors
Arizona
$99K +$99K +5,238 New
SNT
142
Security National Trust
West Virginia
$94K -$49.8K -2,650 -35%
GFPC
143
Global Financial Private Capital
Florida
$93K -$6.88K -365 -7%
CI
144
CX Institutional
Indiana
$93K – – –
AF
145
Advisornet Financial
Minnesota
$90K +$132 +7 +0.1%
KIG
146
Kessler Investment Group
Indiana
$74K – – –
AWM
147
Atticus Wealth Management
Florida
$72K +$72K +3,803 New
RMAM
148
Raab & Moskowitz Asset Management
New Jersey
$70K +$70K +3,761 New
GFPC
149
Global Financial Private Client
Florida
$68.7K +$68.7K +3,641 New
1832 Asset Management
150
1832 Asset Management
Ontario, Canada
$58K – – –
4 5
6
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