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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

167 hedge funds and large institutions have $262M invested in Invesco Financial Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
59
Reduced
46
Closed
18
Calls
–
Puts
$182K
Net Calls
-$182K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$23.4M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$1.89M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$3.04M
4
DIP
4
DT Investment Partners
Pennsylvania
$5.36M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.56M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$2.78M
2
PI
2
PFS Investments
Georgia
$6.95M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
AFS
4
Access Financial Services
Minnesota
$0
5
BCM
5
Bluefin Capital Management
New York
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$30.6M 1,681,284 +16,284 +1%
Ameriprise
2
Ameriprise
Minnesota
$23.4M 1,288 +1,288 New
Morgan Stanley
3
Morgan Stanley
New York
$20.6M 1,134,026 -31,029 -3%
CFG
4
CNO Financial Group
Indiana
$18.2M 1,000,000 – –
LPL Financial
5
LPL Financial
California
$13.8M 756,864 -3,281 -0.4%
UBS Group
6
UBS Group
Switzerland
$13.7M 755,739 +2,430 +0.3%
BAAM
7
Baker Avenue Asset Management
California
$7M 384,689 +4,375 +1%
PI
8
PFS Investments
Georgia
$6.95M 382,171 -351,571 -48%
WBG
9
Wharton Business Group
Pennsylvania
$6.95M 381,815 – –
Asset Management One
10
Asset Management One
Japan
$6.27M 344,500 -48,600 -12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.78M 317,592 +11,454 +4%
Wells Fargo
12
Wells Fargo
California
$5.73M 314,762 +6,836 +2%
NSIM
13
North Star Investment Management
Illinois
$5.61M 308,573 +21,347 +7%
DIP
14
DT Investment Partners
Pennsylvania
$5.36M 294,383 +36,808 +14%
AP
15
Appleton Partners
Massachusetts
$4.41M 242,149 +5,815 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.56M 195,939 +35,435 +22%
GC
17
Guggenheim Capital
Illinois
$3.08M 169,068 -35,932 -18%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3.04M 167,129 +48,507 +41%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.02M 165,869 +15,898 +11%
AG
20
Advisor Group
Arizona
$2.96M 162,485 +28,353 +21%
HI
21
Horizon Investments
North Carolina
$2.78M 153,418 -1,356,236 -90%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.58M 141,776 -25,166 -15%
RJA
23
Raymond James & Associates
Florida
$2.53M 139,205 +14,470 +12%
NC
24
NewSquare Capital
Pennsylvania
$2.34M 128,737 +15,495 +14%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.99M 109,433 -23,065 -17%
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