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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

156 hedge funds and large institutions have $303M invested in Invesco Financial Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
66
Reduced
41
Closed
14
Calls
$1K
Puts
$512K
Net Calls
-$511K
Net Calls Change
+$328K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$3.55M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.46M
3
CS
3
Credit Suisse
Switzerland
$1.72M
4
Asset Management One
4
Asset Management One
Japan
$7.31M
5
AWS
5
AJ Wealth Strategies
New York
$4.26M

Top Sellers

1
CG
1
Caprock Group
Idaho
$0
2
FA
2
FDx Advisors
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$23.4M
4
ACM
4
Aviance Capital Management
Florida
$17.4M
5
Ameriprise
5
Ameriprise
Minnesota
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$37.4M 1,959,015 +32,199 +2%
HI
2
Horizon Investments
North Carolina
$29M 1,524,328 -63,101 -4%
Morgan Stanley
3
Morgan Stanley
New York
$23.4M 1,224,641 -119,010 -9%
UBS Group
4
UBS Group
Switzerland
$21.3M 1,117,601 +1,515 +0.1%
ACM
5
Aviance Capital Management
Florida
$17.4M 910,253 -102,550 -10%
LPL Financial
6
LPL Financial
California
$16.1M 841,935 +11,131 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.6M 397,710 +32,246 +9%
Asset Management One
8
Asset Management One
Japan
$7.31M 382,700 +82,100 +27%
BAAM
9
Baker Avenue Asset Management
California
$6M 314,208 -82 -0%
AFS
10
Access Financial Services
Minnesota
$5.62M 294,188 -1,542 -0.5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.83M 252,992 +45,769 +22%
NSIM
12
North Star Investment Management
Illinois
$4.75M 248,682 +2,486 +1%
AP
13
Appleton Partners
Massachusetts
$4.49M 235,028 +35,210 +18%
AWS
14
AJ Wealth Strategies
New York
$4.26M 222,926 +50,697 +29%
GC
15
Guggenheim Capital
Illinois
$4.06M 212,294 +7,316 +4%
FIM
16
Freedom Investment Management
Connecticut
$4.04M 211,753 +6,811 +3%
Wells Fargo
17
Wells Fargo
California
$3.68M 192,595 +33,842 +21%
FAN
18
Financial Advisors Network
California
$3.68M 192,522 +5,732 +3%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.55M 185,830 +185,830 New
KFC
20
Klingenstein Fields & Co
New York
$3.55M 185,600 -5,700 -3%
WBG
21
Wharton Business Group
Pennsylvania
$3.18M 166,595 – –
SG Americas Securities
22
SG Americas Securities
New York
$3.15M 165,000 -4,000 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.05M 159,777 +5,874 +4%
Ameriprise
24
Ameriprise
Minnesota
$2.91M 152,325 -96,126 -39%
PAG
25
Private Advisor Group
New Jersey
$2.62M 136,671 +7,344 +6%
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