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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

152 hedge funds and large institutions have $279M invested in Invesco Financial Preferred ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
48
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIAS
1
FinTrust Investment Advisory Services
South Carolina
$8.41M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.08M
3
Asset Management One
3
Asset Management One
Japan
$8.86M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$1.41M
5
DIP
5
DT Investment Partners
Pennsylvania
$3.44M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$1.59M
2
HI
2
Horizon Investments
North Carolina
$21.6M
3
Bank of America
3
Bank of America
North Carolina
$33.9M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$33.9M 1,786,353 -172,662 -9%
Morgan Stanley
2
Morgan Stanley
New York
$22.8M 1,202,180 -22,461 -2%
UBS Group
3
UBS Group
Switzerland
$22.1M 1,164,756 +47,155 +4%
HI
4
Horizon Investments
North Carolina
$21.6M 1,136,933 -387,395 -25%
LPL Financial
5
LPL Financial
California
$16.8M 885,564 +43,629 +5%
Asset Management One
6
Asset Management One
Japan
$8.86M 467,100 +84,400 +22%
FIAS
7
FinTrust Investment Advisory Services
South Carolina
$8.41M 443,087 +443,087 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.08M 373,061 +120,069 +47%
BAAM
9
Baker Avenue Asset Management
California
$6.52M 343,729 +29,521 +9%
AFS
10
Access Financial Services
Minnesota
$5.69M 299,662 +5,474 +2%
AWS
11
AJ Wealth Strategies
New York
$5.3M 279,262 +56,336 +25%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.82M 253,958 -143,752 -36%
NSIM
13
North Star Investment Management
Illinois
$4.6M 242,332 -6,350 -3%
Wells Fargo
14
Wells Fargo
California
$4.41M 232,261 +39,666 +21%
FIM
15
Freedom Investment Management
Connecticut
$4.36M 229,562 +17,809 +8%
AP
16
Appleton Partners
Massachusetts
$4.3M 226,654 -8,374 -4%
GC
17
Guggenheim Capital
Illinois
$3.9M 205,778 -6,516 -3%
FAN
18
Financial Advisors Network
California
$3.8M 200,242 +7,720 +4%
KFC
19
Klingenstein Fields & Co
New York
$3.52M 185,600 – –
DIP
20
DT Investment Partners
Pennsylvania
$3.44M 181,068 +64,415 +55%
WBG
21
Wharton Business Group
Pennsylvania
$3.08M 162,390 -4,205 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.88M 151,765 -8,012 -5%
PFS
23
Prospera Financial Services
Texas
$2.62M 138,053 +6,400 +5%
RJA
24
Raymond James & Associates
Florida
$2.45M 128,929 +30,307 +31%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.43M 128,104 -57,726 -31%
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