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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

170 hedge funds and large institutions have $276M invested in Invesco Financial Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
17
Increased
57
Reduced
41
Closed
27
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$359K

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$51.2M
2
Bank of America
2
Bank of America
North Carolina
$31.6M
3
CAN
3
Claraphi Advisory Network
United States
$2.29M
4
AWS
4
AJ Wealth Strategies
New York
$3.18M
5
CL
5
Cabana LLC
Arkansas
$2.42M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$466K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Jane Street
3
Jane Street
New York
$1.25M
4
SS
4
Simplicity Solutions
Minnesota
$0
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$13K – – –
Deutsche Bank
152
Deutsche Bank
Germany
$11K -$704K -38,733 -98%
WCG
153
Weaver Consulting Group
California
$11K – – –
CIAS
154
Capital Investment Advisory Services
North Carolina
$10K -$1.38K -73 -12%
BWM
155
BerganKDV Wealth Management
Minnesota
$10K – – –
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +525 New
BWL
157
Bogart Wealth LLC
Virginia
$9K – – –
CAGAS
158
Capital Advisory Group Advisory Services
Minnesota
$9K – – –
IFAM
159
Institutional & Family Asset Management
Colorado
$8K – – –
BFEC
160
Benjamin F. Edwards & Company
Missouri
$8K +$110 +6 +1%
LFG
161
Larson Financial Group
Missouri
$6K +$52 +3 +0.9%
MCM
162
McMillion Capital Management
North Carolina
$6K +$6K +350 New
DSC
163
Duncker Streett & Co
Missouri
$5K – – –
GWS
164
Glassman Wealth Services
Virginia
$4K – – –
PA
165
Parallel Advisors
California
$2K +$24 +1 +1%
GEA
166
Glen Eagle Advisors
New Jersey
$1.84K – – –
MWM
167
Meridian Wealth Management
Kentucky
$762 +$762 +4,135 New
NDSI
168
Newman Dignan & Sheerar Inc
Rhode Island
$289 +$289 +15,675 New
WIM
169
Westside Investment Management
California
$8 +$8 +484 New
Renaissance Technologies
170
Renaissance Technologies
New York
– -$2.22M -121,500 Closed
AWM
171
AE Wealth Management
Kansas
– -$1.47M -80,282 Closed
SS
172
Simplicity Solutions
Minnesota
– -$1.47M -80,282 Closed
FTUS
173
Flow Traders U.S.
New York
– -$1.35M -74,128 Closed
MAFM
174
Mid Atlantic Financial Management
Pennsylvania
– -$1.34M -73,198 Closed
AI
175
Atria Investments
North Carolina
– -$548K -29,998 Closed
4 5 6
7
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