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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

190 hedge funds and large institutions have $318M invested in Invesco Financial Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+29
Holders Change %
+18.01%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
59
Reduced
49
Closed
11
Calls
$351K
Puts
$1K
Net Calls
+$350K
Net Calls Change
+$900K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$38.9M
2
Morgan Stanley
Morgan Stanley
New York
$26.6M
3
GI
Gradient Investments
Minnesota
$11.9M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.56M
5
Wells Fargo
Wells Fargo
California
$8.44M

Top Sellers

1
CL
Cabana LLC
Arkansas
$22.1M
2
FIA
Foundations Investment Advisors
Arizona
$19.3M
3
EW
Evoke Wealth
California
$0
4
FAN
Financial Advisors Network
California
$1.28M
5
Wolverine Trading
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
151
Orion Portfolio Solutions
Nebraska
$58K +$58K +3,054 New
SF
152
Synovus Financial
Georgia
$47K – – –
LDFR
153
Lehman & Derafelo Financial Resources
Pennsylvania
$40K +$495 +26 +1%
GWM
154
Geneos Wealth Management
Colorado
$39K -$11.8K -631 -23%
IA
155
IFP Advisors
Florida
$36K -$3.13K -165 -8%
CG
156
Cutler Group
California
$35K +$35K +1,900 New
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$30K – – –
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
BAM
159
Bellevue Asset Management
Washington
$27K +$27K +1,430 New
DI
160
Disciplined Investments
Oklahoma
$25K +$25K +1,315 New
BCI
161
Brinker Capital Investments
Pennsylvania
$22K – – –
RG
162
Retirement Group
California
$21K +$21K +1,100 New
TT
163
TI-Trust
Illinois
$20K +$20K +1,053 New
PB
164
Pinnacle Bancorp
Nebraska
$19K – – –
PI
165
PineBridge Investments
New York
$19K – – –
WEC
166
Winslow Evans & Crocker
Massachusetts
$18K – – –
IBOK
167
Independence Bank of Kentucky
Kentucky
$18K – – –
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$167 +9 +0.9%
LWA
169
Lowe Wealth Advisors
Maryland
$16K – – –
FWP
170
FAS Wealth Partners
Kansas
$16K +$16K +864 New
WCG
171
Weaver Consulting Group
California
$11K – – –
BWM
172
BerganKDV Wealth Management
Minnesota
$10K – – –
BWL
173
Bogart Wealth LLC
Virginia
$10K – – –
CIAS
174
Capital Investment Advisory Services
North Carolina
$10K +$129 +7 +1%
RAM
175
Riggs Asset Management
Pennsylvania
$10K +$10K +544 New
4 5 6
7
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