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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

169 hedge funds and large institutions have $286M invested in Invesco Financial Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 17 closing their positions.

Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
3.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
54
Reduced
60
Closed
17
Calls
–
Puts
$232K
Net Calls
-$232K
Net Calls Change
-$232K

Top Buyers

1
CFG
1
CNO Financial Group
Indiana
$18.6M
2
WBG
2
Wharton Business Group
Pennsylvania
$7.08M
3
PI
3
PineBridge Investments
New York
$4.67M
4
PI
4
PFS Investments
Georgia
$5.55M
5
HI
5
Horizon Investments
North Carolina
$23.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$29.1M
2
AWS
2
AJ Wealth Strategies
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$14M
4
AFS
4
Access Financial Services
Minnesota
$3.12M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$29.1M 1,568,175 -721,919 -32%
HI
2
Horizon Investments
North Carolina
$23.8M 1,280,779 +126,542 +11%
Morgan Stanley
3
Morgan Stanley
New York
$22.7M 1,222,607 -12,264 -1%
CFG
4
CNO Financial Group
Indiana
$18.6M 1,000,000 +1,000,000 New
LPL Financial
5
LPL Financial
California
$15.8M 853,336 -12,853 -1%
UBS Group
6
UBS Group
Switzerland
$14M 754,178 -344,207 -31%
FIAS
7
FinTrust Investment Advisory Services
South Carolina
$8.89M 479,393 +23,683 +5%
Asset Management One
8
Asset Management One
Japan
$8.62M 464,700 -24,100 -5%
WBG
9
Wharton Business Group
Pennsylvania
$7.08M 381,815 +212,800 +126%
BAAM
10
Baker Avenue Asset Management
California
$7.02M 378,582 +23,924 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.87M 316,165 -12,647 -4%
PI
12
PFS Investments
Georgia
$5.55M 303,466 +145,588 +92%
NSIM
13
North Star Investment Management
Illinois
$5.25M 282,852 +15,371 +6%
FIM
14
Freedom Investment Management
Connecticut
$5.09M 274,109 +35,861 +15%
PI
15
PineBridge Investments
New York
$4.67M 251,695 +191,803 +320%
AP
16
Appleton Partners
Massachusetts
$4.16M 224,279 -6,255 -3%
DIP
17
DT Investment Partners
Pennsylvania
$4.12M 221,916 +25,901 +13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.72M 200,419 -130,847 -39%
GC
19
Guggenheim Capital
Illinois
$3.72M 200,338 -13,526 -6%
KFC
20
Klingenstein Fields & Co
New York
$3.3M 178,100 -6,500 -4%
AFS
21
Access Financial Services
Minnesota
$3.12M 167,901 -164,750 -50%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.91M 157,106 +6,565 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.76M 148,776 +6,477 +5%
Wells Fargo
24
Wells Fargo
California
$2.59M 139,433 -38,450 -22%
AG
25
Advisor Group
Arizona
$2.36M 127,448 +1,430 +1%
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