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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

170 hedge funds and large institutions have $276M invested in Invesco Financial Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 27 closing their positions.

Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
17
Increased
57
Reduced
41
Closed
27
Calls
–
Puts
$589K
Net Calls
-$589K
Net Calls Change
-$359K

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$51.2M
2
Bank of America
2
Bank of America
North Carolina
$31.6M
3
CAN
3
Claraphi Advisory Network
United States
$2.29M
4
AWS
4
AJ Wealth Strategies
New York
$3.18M
5
CL
5
Cabana LLC
Arkansas
$2.42M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$466K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Jane Street
3
Jane Street
New York
$1.25M
4
SS
4
Simplicity Solutions
Minnesota
$0
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$51.2M 2,759,135 +2,739,649 +14,060%
Bank of America
2
Bank of America
North Carolina
$31.6M 1,714,516 +370,781 +28%
Morgan Stanley
3
Morgan Stanley
New York
$19.5M 1,061,234 +104,118 +11%
UBS Group
4
UBS Group
Switzerland
$15.6M 848,047 +1,777 +0.2%
LPL Financial
5
LPL Financial
California
$12.5M 679,389 +5,579 +0.8%
BAAM
6
Baker Avenue Asset Management
California
$8.61M 467,608 +46,438 +11%
GI
7
Gradient Investments
Minnesota
$8.44M 457,963 +96,773 +27%
FCA
8
FinTrust Capital Advisors
South Carolina
$7.27M 394,412 -6,291 -2%
DIP
9
DT Investment Partners
Pennsylvania
$6.44M 349,508 +35,718 +11%
Wells Fargo
10
Wells Fargo
California
$5.26M 285,219 +32,527 +13%
NSIM
11
North Star Investment Management
Illinois
$5.17M 280,875 +8,958 +3%
Asset Management One
12
Asset Management One
Japan
$4.67M 253,500 -26,300 -9%
AP
13
Appleton Partners
Massachusetts
$3.97M 215,310 +2,628 +1%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.54M 192,103 -3,697 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.35M 181,803 -13,852 -7%
AWS
16
AJ Wealth Strategies
New York
$3.18M 172,509 +119,987 +228%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.13M 169,965 +1,015 +0.6%
NC
18
NewSquare Capital
Pennsylvania
$2.78M 150,828 +15,735 +12%
RJA
19
Raymond James & Associates
Florida
$2.69M 146,195 +8,137 +6%
Goldman Sachs
20
Goldman Sachs
New York
$2.67M 144,944 +54,822 +61%
AG
21
Advisor Group
Arizona
$2.66M 144,431 +2,488 +2%
Citadel Advisors
22
Citadel Advisors
Florida
$2.62M 142,387 -1,489 -1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.57M 139,763 -4,781 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.52M 137,000 +691 +0.5%
CL
25
Cabana LLC
Arkansas
$2.42M 130,147 +104,439 +406%
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