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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

115 hedge funds and large institutions have $251M invested in Invesco Financial Preferred ETF in 2013 Q2 according to their latest regulatory filings, with 115 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
115
Holders Change
+115
Holders Change %
–
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
115
Increased
–
Reduced
–
Closed
–
Calls
$2K
Puts
$394K
Net Calls
-$392K
Net Calls Change
-$392K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.3M
2
U
2
UBS
Switzerland
$30.8M
3
Bank of America
3
Bank of America
North Carolina
$27.2M
4
LPL Financial
4
LPL Financial
California
$15.9M
5
BMM
5
Berkshire Money Management
Massachusetts
$12.1M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.3M 2,254,897 +2,254,897 New
U
2
UBS
Switzerland
$30.8M 1,720,380 +1,720,380 New
Bank of America
3
Bank of America
North Carolina
$27.2M 1,519,794 +1,519,794 New
LPL Financial
4
LPL Financial
California
$15.9M 889,680 +889,680 New
BMM
5
Berkshire Money Management
Massachusetts
$12.1M 678,442 +678,442 New
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$8.32M 465,000 +465,000 New
Wells Fargo
7
Wells Fargo
California
$5.92M 330,819 +330,819 New
FIAS
8
FinTrust Investment Advisory Services
South Carolina
$5.91M 330,377 +330,377 New
BCM
9
Bluefin Capital Management
New York
$5.2M 289,526 +289,526 New
BCI
10
Brinker Capital Investments
Pennsylvania
$5.05M 282,475 +282,475 New
KFC
11
Klingenstein Fields & Co
New York
$4.88M 272,593 +272,593 New
SNC
12
Stifel Nicolaus & Co
Missouri
$4.42M 247,190 +247,190 New
CS
13
Credit Suisse
Switzerland
$4.39M 245,463 +245,463 New
MPM
14
Meritage Portfolio Management
Kansas
$4.02M 224,405 +224,405 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.9M 218,198 +218,198 New
BF
16
BOK Financial
Oklahoma
$3.62M 202,296 +202,296 New
OC
17
Oppenheimer & Co
New York
$3.44M 192,115 +192,115 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.17M 177,341 +177,341 New
NSIM
19
North Star Investment Management
Illinois
$3.15M 176,258 +176,258 New
IFWM
20
Institute for Wealth Management
Colorado
$2.76M 154,251 +154,251 New
SAMC
21
Shinko Asset Management Company
Japan
$2.54M 142,200 +142,200 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.34M 130,524 +130,524 New
PA
23
Pinnacle Associates
New York
$2.27M 126,582 +126,582 New
RJA
24
Raymond James & Associates
Florida
$2.24M 124,965 +124,965 New
IAS
25
IMA Advisory Services
Colorado
$2.1M 117,440 +117,440 New
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