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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

153 hedge funds and large institutions have $295M invested in Invesco Financial Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 22 closing their positions.

Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
52
Reduced
53
Closed
22
Calls
–
Puts
$839K
Net Calls
-$839K
Net Calls Change
+$833K

Top Buyers

1
AFS
1
Access Financial Services
Minnesota
$5.52M
2
AP
2
Appleton Partners
Massachusetts
$3.73M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.15M
4
Asset Management One
4
Asset Management One
Japan
$5.61M
5
AWS
5
AJ Wealth Strategies
New York
$3.21M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36M
2
HI
2
Horizon Investments
North Carolina
$29.6M
3
ACM
3
Aviance Capital Management
Florida
$18.9M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
LPL Financial
5
LPL Financial
California
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$36M 1,926,816 -2,570,719 -57%
HI
2
Horizon Investments
North Carolina
$29.6M 1,587,429 -1,044,556 -40%
Morgan Stanley
3
Morgan Stanley
New York
$25.1M 1,343,651 -57,950 -4%
UBS Group
4
UBS Group
Switzerland
$20.8M 1,116,086 +88,978 +9%
ACM
5
Aviance Capital Management
Florida
$18.9M 1,012,803 -268,144 -21%
LPL Financial
6
LPL Financial
California
$15.6M 830,804 -86,276 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.82M 365,464 +95,517 +35%
BAAM
8
Baker Avenue Asset Management
California
$5.87M 314,290 -3,197 -1%
Asset Management One
9
Asset Management One
Japan
$5.61M 300,600 +128,100 +74%
AFS
10
Access Financial Services
Minnesota
$5.52M 295,730 +277,780 +1,548%
Ameriprise
11
Ameriprise
Minnesota
$4.64M 248,451 +26,006 +12%
NSIM
12
North Star Investment Management
Illinois
$4.59M 246,196 -8,668 -3%
CG
13
Caprock Group
Idaho
$4.44M 237,655 -20,279 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.87M 207,223 +11,099 +6%
GC
15
Guggenheim Capital
Illinois
$3.83M 204,978 -40,647 -17%
FIM
16
Freedom Investment Management
Connecticut
$3.82M 204,942 +24,165 +13%
AP
17
Appleton Partners
Massachusetts
$3.73M 199,818 +199,818 New
KFC
18
Klingenstein Fields & Co
New York
$3.57M 191,300 -2,900 -1%
FAN
19
Financial Advisors Network
California
$3.55M 186,790 +6,497 +4%
AWS
20
AJ Wealth Strategies
New York
$3.21M 172,229 +124,042 +257%
SG Americas Securities
21
SG Americas Securities
New York
$3.15M 169,000 +169,000 New
WBG
22
Wharton Business Group
Pennsylvania
$3.11M 166,595 – –
Wells Fargo
23
Wells Fargo
California
$2.96M 158,753 +53,725 +51%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.87M 153,909 -38,601 -20%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.87M 153,903 +5,694 +4%
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