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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

167 hedge funds and large institutions have $262M invested in Invesco Financial Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
59
Reduced
46
Closed
18
Calls
–
Puts
$182K
Net Calls
-$182K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$23.4M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$1.89M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$3.04M
4
DIP
4
DT Investment Partners
Pennsylvania
$5.36M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.56M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.78M
2
PI
2
PFS Investments
Georgia
$6.95M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
AFS
4
Access Financial Services
Minnesota
$0
5
BCM
5
Bluefin Capital Management
New York
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
CAGAS
151
Capital Advisory Group Advisory Services
Minnesota
$11K 595 – –
BWM
152
BerganKDV Wealth Management
Minnesota
$10K 525 – –
BWL
153
Bogart Wealth LLC
Virginia
$10K 539 – –
MFW
154
Mosaic Family Wealth
Missouri
$9K 502 – –
WIM
155
Westside Investment Management
California
$8.74K 484 – –
IFAM
156
Institutional & Family Asset Management
Colorado
$8K 442 – –
MSA
157
Marino Stram & Associates
Massachusetts
$6K 338 – –
CFG
158
Citizens Financial Group
Rhode Island
$6K 331 +331 New
DSC
159
Duncker Streett & Co
Missouri
$5K 291 – –
CFGS
160
Concourse Financial Group Securities
Alabama
$5K 268 +268 New
AWM
161
AllSquare Wealth Management
New York
$4K 200 – –
GWS
162
Glassman Wealth Services
Virginia
$4K 236 – –
AA
163
AlphaMark Advisors
Kentucky
$4K 200 – –
MWM
164
MinichMacGregor Wealth Management
New York
$1K 100 – –
FIM
165
Freedom Investment Management
Connecticut
– – -260,797 Closed
AFS
166
Access Financial Services
Minnesota
– – -157,628 Closed
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
– – -56,999 Closed
Renaissance Technologies
168
Renaissance Technologies
New York
– – -31,500 Closed
NDSI
169
Newman Dignan & Sheerar Inc
Rhode Island
– – -25,651 Closed
State of Tennessee, Department of Treasury
170
State of Tennessee, Department of Treasury
Tennessee
– – -19,800 Closed
CG
171
Caprock Group
Idaho
– – -11,368 Closed
M&T Bank
172
M&T Bank
New York
– – -10,452 Closed
BHIA
173
Birch Hill Investment Advisors
Massachusetts
– – -10,000 Closed
CWM
174
Cornerstone Wealth Management
Missouri
– – -5,556 Closed
B
175
Bridgeworth
Alabama
– – -3,750 Closed
4 5 6
7
8