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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 %
JCM
176
Jacobi Capital Management
Pennsylvania
$4K +$4K +210 New
AA
177
Ancora Advisors
Ohio
$3K – – –
CAAS
178
Capital Asset Advisory Services
Michigan
$3K – – –
HIA
179
Harbor Investment Advisory
Maryland
$2K -$2.78K -139 -58%
TRCT
180
Tower Research Capital (TRC)
New York
$2K +$2K +100 New
WA
181
WBH Advisory
Maryland
$232 – +14 +0.1%
WIM
182
Westside Investment Management
California
$8 +$8 +484 New
CL
183
Cabana LLC
Arkansas
– -$22.1M -1,169,028 Closed
FIA
184
Foundations Investment Advisors
Arizona
– -$19.3M -1,015,812 Closed
FI
185
FormulaFolio Investments
Michigan
– -$4.18M -221,519 Closed
Goldman Sachs
186
Goldman Sachs
New York
– -$2.53M -133,873 Closed
Renaissance Technologies
187
Renaissance Technologies
New York
– -$1.71M -90,720 Closed
Sumitomo Mitsui Trust Group
188
Sumitomo Mitsui Trust Group
Japan
– -$1.29M -68,447 Closed
SAM
189
Secure Asset Management
Michigan
– -$767K -40,644 Closed
IAA
190
Independent Advisor Alliance
North Carolina
– -$593K -31,450 Closed
RIA
191
Regal Investment Advisors
Michigan
– -$560K -29,654 Closed
AWM
192
Affinity Wealth Management
Delaware
– -$422K -22,388 Closed
EWA
193
EP Wealth Advisors
California
– -$389K -20,600 Closed
FMWA
194
Forvis Mazars Wealth Advisors
Missouri
– -$372K -19,730 Closed
JWCA
195
J.W. Cole Advisors
Florida
– -$340K -17,999 Closed
SAM
196
SignalPoint Asset Management
Missouri
– -$302K -16,031 Closed
MA
197
MUFG Americas
New York
– -$277K -14,654 Closed
SS
198
Sunbelt Securities
Texas
– -$253K -13,406 Closed
Deutsche Bank
199
Deutsche Bank
Germany
– -$252K -13,385 Closed
Mariner
200
Mariner
Kansas
– -$244K -12,928 Closed
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