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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

169 hedge funds and large institutions have $286M invested in Invesco Financial Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
3.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
54
Reduced
60
Closed
17
Calls
–
Puts
$232K
Net Calls
-$232K
Net Calls Change
-$232K

Top Buyers

1
CFG
1
CNO Financial Group
Indiana
$18.6M
2
WBG
2
Wharton Business Group
Pennsylvania
$7.08M
3
PI
3
PineBridge Investments
New York
$4.67M
4
PI
4
PFS Investments
Georgia
$5.55M
5
HI
5
Horizon Investments
North Carolina
$23.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$29.1M
2
AWS
2
AJ Wealth Strategies
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$14M
4
AFS
4
Access Financial Services
Minnesota
$3.12M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Covington Capital Management
California
$20K – – –
JCM
152
Jacobi Capital Management
Pennsylvania
$19K +$246 +13 +1%
BAM
153
Bruderman Asset Management
New York
$17K +$17K +940 New
RCG
154
Ruggie Capital Group
Florida
$11K – – –
BWL
155
Bogart Wealth LLC
Virginia
$10K +$5.36K +289 +116%
MFW
156
Mosaic Family Wealth
Missouri
$9K – – –
IBOK
157
Independence Bank of Kentucky
Kentucky
$9K – – –
WIM
158
Westside Investment Management
California
$8.98K – – –
IFAM
159
Institutional & Family Asset Management
Colorado
$8K +$8K +442 New
CAC
160
Certified Advisory Corp
Florida
$7K – – –
VCM
161
Virtue Capital Management
Tennessee
$7K +$7K +400 New
AIM
162
Advantage Investment Management
Iowa
$6K -$2.61K -152 -30%
MSA
163
Marino Stram & Associates
Massachusetts
$6K – – –
DSC
164
Duncker Streett & Co
Missouri
$5K -$155 -9 -3%
AA
165
AlphaMark Advisors
Kentucky
$4K – – –
GWS
166
Glassman Wealth Services
Virginia
$4K – – –
SWP
167
Strategic Wealth Partners
Ohio
$3K – – –
AWS
168
AJ Wealth Strategies
New York
– -$7.42M -393,399 Closed
JPMPWA
169
J.P. Morgan Private Wealth Advisors
California
– -$1.44M -76,278 Closed
SB
170
Suntrust Banks
Georgia
– -$803K -42,158 Closed
Millennium Management
171
Millennium Management
New York
– -$452K -23,954 Closed
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
– -$432K -22,935 Closed
IH
173
IFC Holdings
Florida
– -$354K -18,737 Closed
SG Americas Securities
174
SG Americas Securities
New York
– -$328K -17,400 Closed
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
– -$300K -15,900 Closed
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