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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $212M invested in Invesco Financial Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
54
Reduced
66
Closed
27
Calls
$640K
Puts
$1.92M
Net Calls
-$1.28M
Net Calls Change
-$1.63M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$12.7M
2
Morgan Stanley
Morgan Stanley
New York
$26.5M
3
CTA
Chesley Taft & Associates
Illinois
$1.73M
4
Wolverine Trading
Wolverine Trading
Illinois
$1.69M
5
EW
Evoke Wealth
California
$1.36M

Top Sellers

1
CL
Cabana LLC
Arkansas
$0
2
FIA
Foundations Investment Advisors
Arizona
$0
3
CAN
Claraphi Advisory Network
United States
$85K
4
Bank of America
Bank of America
North Carolina
$26.6M
5
BAAM
Baker Avenue Asset Management
California
$929K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Bellevue Asset Management
Washington
$25K – – –
DI
152
Disciplined Investments
Oklahoma
$22K +$281 +17 +1%
CAL
153
Capital Advisors Ltd
Ohio
$20K +$20K +1,200 New
PI
154
PineBridge Investments
New York
$17K – – –
PB
155
Pinnacle Bancorp
Nebraska
$17K – – –
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$173 +10 +1%
WEC
157
Winslow Evans & Crocker
Massachusetts
$16K – – –
IBOK
158
Independence Bank of Kentucky
Kentucky
$16K – – –
NC
159
NewSquare Capital
Pennsylvania
$14K -$2.74M -161,687 -99%
LWA
160
Lowe Wealth Advisors
Maryland
$11K -$3.39K -200 -24%
WCG
161
Weaver Consulting Group
California
$10K – – –
AIC
162
Ameritas Investment Company
Nebraska
$10K +$1.67K +100 +20%
RAM
163
Riggs Asset Management
Pennsylvania
$9K – – –
BWM
164
BerganKDV Wealth Management
Minnesota
$9K – – –
BWL
165
Bogart Wealth LLC
Virginia
$9K – – –
CIAS
166
Capital Investment Advisory Services
North Carolina
$9K +$115 +7 +1%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$8K -$248K -13,780 -97%
BFEC
168
Benjamin F. Edwards & Company
Missouri
$8K +$105 +6 +1%
DWM
169
Darwin Wealth Management
Florida
$8K +$8K +473 New
IFAM
170
Institutional & Family Asset Management
Colorado
$7K – – –
CAGAS
171
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
MCM
172
McMillion Capital Management
North Carolina
$6K – – –
HB
173
Horizon Bancorp
Indiana
$5K – – –
DSC
174
Duncker Streett & Co
Missouri
$5K – – –
GWS
175
Glassman Wealth Services
Virginia
$4K +$17 +1 +0.4%
5 6
7
8 9