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

Top Sellers

1
CL
1
Cabana LLC
Arkansas
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
CAN
3
Claraphi Advisory Network
United States
$85K
4
Bank of America
4
Bank of America
North Carolina
$26.6M
5
BAAM
5
Baker Avenue Asset Management
California
$929K
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
201
KMG Fiduciary Partners
Ohio
– -$191K -10,125 Closed
RIA
202
Realta Investment Advisors
Delaware
– -$110K -6,015 Closed
CI
203
CX Institutional
Indiana
– -$93K -4,945 Closed
RMAM
204
Raab & Moskowitz Asset Management
New Jersey
– -$70K -3,761 Closed
IA
205
IFP Advisors
Florida
– -$36K -1,900 Closed
BCI
206
Brinker Capital Investments
Pennsylvania
– -$22K -1,173 Closed
FWP
207
FAS Wealth Partners
Kansas
– -$16K -864 Closed
CFG
208
Citizens Financial Group
Rhode Island
– -$10K -548 Closed
LFA
209
Lighthouse Financial Advisors
Maryland
– -$1K -99 Closed
5 6 7 8
9