PGF icon

Invesco Financial Preferred ETF

172 hedge funds and large institutions have $297M invested in Invesco Financial Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
61
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$7K +355 +44%
CCM
152
Covington Capital Management
California
$20K
JCM
153
Jacobi Capital Management
Pennsylvania
$19K
BTIS
154
BB&T Investment Services
North Carolina
$16K +$14.6K +642 +1,035%
RCG
155
Ruggie Capital Group
Florida
$11K
WIM
156
Westside Investment Management
California
$9.09K
MFW
157
Mosaic Family Wealth
Missouri
$9K
AIM
158
Advantage Investment Management
Iowa
$9K +$287 +16 +3%
IBOK
159
Independence Bank of Kentucky
Kentucky
$9K +$9K +500 New
CAC
160
Certified Advisory Corp
Florida
$7K +$7K +400 New
DSC
161
Duncker Streett & Co
Missouri
$6K
MSA
162
Marino Stram & Associates
Massachusetts
$6K +$6K +338 New
BWL
163
Bogart Wealth LLC
Virginia
$5K -$1.78K -89 -26%
SMG
164
Spectrum Management Group
Indiana
$4K
GWS
165
Glassman Wealth Services
Virginia
$4K
AA
166
AlphaMark Advisors
Kentucky
$4K +$4K +200 New
WWM
167
Wagner Wealth Management
South Carolina
$4K +$4K +229 New
SWP
168
Strategic Wealth Partners
Ohio
$3K +$3K +150 New
VIA
169
Vantage Investment Advisors
Pennsylvania
$1K +$1K +68 New
RJFSA
170
Raymond James Financial Services Advisors
Florida
-$1.17M -61,795 Closed
ICOA
171
Investment Centers of America
North Dakota
-$1.08M -57,172 Closed
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
-$784K -41,330 Closed
MWM
173
Merriman Wealth Management
Washington
-$645K -34,000 Closed
Ameriprise
174
Ameriprise
Minnesota
-$508K -24,022 Closed
TNB
175
Thomasville National Bank
Georgia
-$329K -17,365 Closed