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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

184 hedge funds and large institutions have $213M invested in Invesco Financial Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 17 closing their positions.

Holders
184
Holders Change
+11
Holders Change %
+6.36%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
30
Increased
48
Reduced
59
Closed
17
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$230K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$6.6M
2
Jane Street
2
Jane Street
New York
$3.37M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.63M
4
FTUS
4
Flow Traders U.S.
New York
$1.35M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.65M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24.5M
2
FIA
2
Foundations Investment Advisors
Arizona
$356K
3
CFG
3
CNO Financial Group
Indiana
$0
4
PI
4
PFS Investments
Georgia
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$24.5M 1,343,735 -6,171,981 -82%
Morgan Stanley
2
Morgan Stanley
New York
$17.5M 957,116 -115,816 -11%
UBS Group
3
UBS Group
Switzerland
$15.5M 846,270 +1,944 +0.2%
LPL Financial
4
LPL Financial
California
$12.3M 673,810 -4,832 -0.7%
BAAM
5
Baker Avenue Asset Management
California
$7.69M 421,170 +8,967 +2%
FCA
6
FinTrust Capital Advisors
South Carolina
$7.32M 400,703 -46,808 -10%
GI
7
Gradient Investments
Minnesota
$6.6M 361,190 +361,190 New
DIP
8
DT Investment Partners
Pennsylvania
$5.73M 313,790 +20,906 +7%
Asset Management One
9
Asset Management One
Japan
$5.11M 279,800 -4,200 -1%
NSIM
10
North Star Investment Management
Illinois
$4.97M 271,917 +13,287 +5%
Wells Fargo
11
Wells Fargo
California
$4.61M 252,692 +66,975 +36%
AP
12
Appleton Partners
Massachusetts
$3.88M 212,682 -6,767 -3%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.58M 195,800 +4,725 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.57M 195,655 +17,884 +10%
Jane Street
15
Jane Street
New York
$3.37M 184,389 +184,389 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.08M 168,950 -1,193 -0.7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.64M 144,544 +6,392 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$2.63M 143,876 +143,876 New
AG
19
Advisor Group
Arizona
$2.59M 141,943 -42,321 -23%
RJA
20
Raymond James & Associates
Florida
$2.52M 138,058 -1,930 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.49M 136,309 +2,895 +2%
GC
22
Guggenheim Capital
Illinois
$2.48M 135,614 -32,500 -19%
NC
23
NewSquare Capital
Pennsylvania
$2.47M 135,093 +8,749 +7%
Renaissance Technologies
24
Renaissance Technologies
New York
$2.22M 121,500 +37,300 +44%
FAN
25
Financial Advisors Network
California
$2.01M 109,783 -33,229 -23%
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