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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

173 hedge funds and large institutions have $360M invested in Invesco Financial Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 26 closing their positions.

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
35
Increased
36
Reduced
63
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$130M
2
FIA
2
Foundations Investment Advisors
Arizona
$40.2M
3
FCA
3
FinTrust Capital Advisors
South Carolina
$7.77M
4
FAN
4
Financial Advisors Network
California
$2.48M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.73M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.09M
4
Wells Fargo
4
Wells Fargo
California
$3.22M
5
PI
5
PFS Investments
Georgia
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$130M 7,515,716 +5,834,432 +347%
FIA
2
Foundations Investment Advisors
Arizona
$40.2M 2,222,499 +2,222,499 New
Morgan Stanley
3
Morgan Stanley
New York
$18.6M 1,072,932 -61,094 -5%
CFG
4
CNO Financial Group
Indiana
$17.4M 1,000,000 – –
UBS Group
5
UBS Group
Switzerland
$14.7M 844,326 +88,587 +12%
LPL Financial
6
LPL Financial
California
$11.8M 678,642 -78,222 -10%
FCA
7
FinTrust Capital Advisors
South Carolina
$7.77M 447,511 +447,511 New
BAAM
8
Baker Avenue Asset Management
California
$7.16M 412,203 +27,514 +7%
DIP
9
DT Investment Partners
Pennsylvania
$5.08M 292,884 -1,499 -0.5%
Asset Management One
10
Asset Management One
Japan
$4.93M 284,000 -60,500 -18%
PI
11
PFS Investments
Georgia
$4.92M 276,575 -105,596 -28%
NSIM
12
North Star Investment Management
Illinois
$4.49M 258,630 -49,943 -16%
AP
13
Appleton Partners
Massachusetts
$3.81M 219,449 -22,700 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.73M 214,848 +105,415 +96%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.32M 191,075 -4,864 -2%
Wells Fargo
16
Wells Fargo
California
$3.22M 185,717 -129,045 -41%
AG
17
Advisor Group
Arizona
$3.2M 184,264 +21,779 +13%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.09M 177,771 -139,821 -44%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.95M 170,143 +3,014 +2%
Wolverine Trading
20
Wolverine Trading
Illinois
$2.95M 171,288 +67,481 +65%
GC
21
Guggenheim Capital
Illinois
$2.92M 168,114 -954 -0.6%
FAN
22
Financial Advisors Network
California
$2.48M 143,012 +143,012 New
RJA
23
Raymond James & Associates
Florida
$2.43M 139,988 +783 +0.6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.4M 138,152 -27,717 -17%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.32M 133,414 -8,362 -6%
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