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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

156 hedge funds and large institutions have $303M invested in Invesco Financial Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
66
Reduced
41
Closed
14
Calls
$1K
Puts
$512K
Net Calls
-$511K
Net Calls Change
+$328K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$3.55M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.46M
3
CS
3
Credit Suisse
Switzerland
$1.72M
4
Asset Management One
4
Asset Management One
Japan
$7.31M
5
AWS
5
AJ Wealth Strategies
New York
$4.26M

Top Sellers

1
CG
1
Caprock Group
Idaho
$0
2
FA
2
FDx Advisors
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$23.4M
4
ACM
4
Aviance Capital Management
Florida
$17.4M
5
Ameriprise
5
Ameriprise
Minnesota
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
DSC
151
Duncker Streett & Co
Missouri
$6K 300 +75 +33%
SEI Investments
152
SEI Investments
Pennsylvania
$6K 332 +332 New
GWS
153
Glassman Wealth Services
Virginia
$5K 236 – –
AA
154
AlphaMark Advisors
Kentucky
$4K 200 – –
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.91K 100 – –
CG
156
Caprock Group
Idaho
– – -237,655 Closed
FA
157
FDx Advisors
Illinois
– – -123,501 Closed
VFA
158
Voya Financial Advisors
Connecticut
– – -37,383 Closed
CWM
159
Concert Wealth Management
California
– – -24,339 Closed
IAA
160
Independent Advisor Alliance
North Carolina
– – -16,950 Closed
Wolverine Trading
161
Wolverine Trading
Illinois
– – -13,427 Closed
BTIS
162
BB&T Investment Services
North Carolina
– – -9,689 Closed
TFA
163
Transamerica Financial Advisors
Florida
– – -5,454 Closed
WAM
164
Wolverine Asset Management
Illinois
– – -2,100 Closed
WP
165
WealthPLAN Partners
Nebraska
– – -1,709 Closed
GI
166
Gradient Investments
Minnesota
– – -1,359 Closed
FPFS
167
First Personal Financial Services
North Carolina
– – -1,080 Closed
WA
168
WFG Advisors
Texas
– – -810 Closed
PS
169
Portfolio Solutions
Michigan
– – -354 Closed
CG
170
Cutler Group
California
– – – –
Parallax Volatility Advisers
171
Parallax Volatility Advisers
California
$0 1 – –
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
– – – –
3 4 5 6
7