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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 %
AC
176
Alexandria Capital
Virginia
– -$296K -15,697 Closed
SI
177
SII Investments
Wisconsin
– -$223K -11,857 Closed
VFA
178
Voya Financial Advisors
Connecticut
– -$221K -11,707 Closed
LNC
179
Lincoln National Corp
Pennsylvania
– -$216K -11,433 Closed
CAG
180
Csenge Advisory Group
Florida
– -$190K -10,052 Closed
CA
181
Calton & Associates
Florida
– -$36K -1,971 Closed
SMG
182
Spectrum Management Group
Indiana
– -$4K -200 Closed
VIA
183
Vantage Investment Advisors
Pennsylvania
– -$1K -68 Closed
4 5 6 7
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