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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $212M invested in Invesco Financial Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
54
Reduced
66
Closed
27
Calls
$640K
Puts
$1.92M
Net Calls
-$1.28M
Net Calls Change
-$1.63M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$12.7M
2
Morgan Stanley
Morgan Stanley
New York
$26.5M
3
CTA
Chesley Taft & Associates
Illinois
$1.73M
4
Wolverine Trading
Wolverine Trading
Illinois
$1.69M
5
EW
Evoke Wealth
California
$1.36M

Top Sellers

1
CL
Cabana LLC
Arkansas
$0
2
FIA
Foundations Investment Advisors
Arizona
$0
3
CAN
Claraphi Advisory Network
United States
$85K
4
Bank of America
Bank of America
North Carolina
$26.6M
5
BAAM
Baker Avenue Asset Management
California
$929K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$102K – – –
SBL
127
Sargent Bickham Lagudis
Colorado
$102K +$1.3K +77 +1%
CFGS
128
Concourse Financial Group Securities
Alabama
$100K +$8.53K +504 +9%
APA
129
American Portfolios Advisors
New York
$97.4K -$2.6K -154 -3%
RCA
130
Rowland Carmichael Advisors
Arizona
$88K – – –
CAN
131
Claraphi Advisory Network
United States
$85K -$8.26M -487,939 -99%
SNT
132
Security National Trust
West Virginia
$84K – – –
GFPC
133
Global Financial Private Capital
Florida
$75K -$7.98K -475 -10%
AWM
134
Atticus Wealth Management
Florida
$72K +$7.54K +445 +12%
AF
135
Advisornet Financial
Minnesota
$70K -$10.9K -642 -13%
KIG
136
Kessler Investment Group
Indiana
$67K – – –
GFPC
137
Global Financial Private Client
Florida
$60.3K +$817 +50 +1%
CS
138
Capital Square
Tennessee
$58K +$58K +3,430 New
PCIA
139
Prime Capital Investment Advisors
Kansas
$58K +$58K +3,432 New
MWM
140
MBE Wealth Management
Wisconsin
$54K +$54K +3,198 New
1832 Asset Management
141
1832 Asset Management
Ontario, Canada
$53K – – –
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$46K +$18.7K +1,110 +69%
SF
143
Synovus Financial
Georgia
$42K – – –
WT
144
Washington Trust
Rhode Island
$42K +$42K +2,500 New
NL
145
NVWM LLC
Pennsylvania
$42K +$42K +2,500 New
LDFR
146
Lehman & Derafelo Financial Resources
Pennsylvania
$36K +$490 +29 +1%
GWM
147
Geneos Wealth Management
Colorado
$34K – – –
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
OPS
149
Orion Portfolio Solutions
Nebraska
$28K -$22.7K -1,367 -45%
GSWM
150
Golden State Wealth Management
California
$27K +$27K +1,600 New
4 5
6
7 8