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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

153 hedge funds and large institutions have $295M invested in Invesco Financial Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
52
Reduced
53
Closed
22
Calls
–
Puts
$839K
Net Calls
-$839K
Net Calls Change
+$833K

Top Buyers

1
AFS
Access Financial Services
Minnesota
$5.52M
2
AP
Appleton Partners
Massachusetts
$3.73M
3
SG Americas Securities
SG Americas Securities
New York
$3.15M
4
Asset Management One
Asset Management One
Japan
$5.61M
5
AWS
AJ Wealth Strategies
New York
$3.21M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$36M
2
HI
Horizon Investments
North Carolina
$29.6M
3
ACM
Aviance Capital Management
Florida
$18.9M
4
VKH
Virtu KCG Holdings
New York
$0
5
LPL Financial
LPL Financial
California
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.87K +$1.87K +100 New
NDSI
152
Newman Dignan & Sheerar Inc
Rhode Island
$539 +$24 +1,259 +5%
VKH
153
Virtu KCG Holdings
New York
– -$1.77M -98,266 Closed
BCM
154
Bluefin Capital Management
New York
– -$1.23M -68,381 Closed
FTUS
155
Flow Traders U.S.
New York
– -$875K -48,723 Closed
ACP
156
Aveo Capital Partners
Colorado
– -$536K -29,868 Closed
BWL
157
Bogart Wealth LLC
Virginia
– -$478K -26,627 Closed
TSS
158
Two Sigma Securities
New York
– -$255K -14,183 Closed
MMA
159
Miracle Mile Advisors
California
– -$239K -13,311 Closed
JIP
160
Jaffetilchin Investment Partners
Florida
– -$215K -11,985 Closed
Northern Trust
161
Northern Trust
Illinois
– -$193K -10,727 Closed
RFC
162
Regions Financial Corp
Alabama
– -$181K -10,063 Closed
FNBT
163
FineMark National Bank & Trust
Florida
– -$45K -2,500 Closed
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
– -$39K -2,169 Closed
BIG
165
Bellwether Investment Group
Tennessee
– -$37K -2,084 Closed
AssetMark Inc
166
AssetMark Inc
California
– -$29K -1,600 Closed
AA
167
Ancora Advisors
Ohio
– -$26K -1,431 Closed
BAM
168
Bruderman Asset Management
New York
– -$19K -1,075 Closed
PCP
169
Proficio Capital Partners
Massachusetts
– -$18K -1,000 Closed
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
– -$9K -508 Closed
ACS
171
Archford Capital Strategies
Illinois
– -$8K -480 Closed
AWMS
172
Advocacy Wealth Management Services
Georgia
– -$2K -127 Closed
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