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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

161 hedge funds and large institutions have $319M invested in Invesco Financial Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
-9
Holders Change %
-5.29%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
13
Increased
56
Reduced
41
Closed
20
Calls
–
Puts
$550K
Net Calls
-$550K
Net Calls Change
+$39K

Top Buyers

1
CL
1
Cabana LLC
Arkansas
$39.6M
2
CAN
2
Claraphi Advisory Network
United States
$9.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.2M
4
FI
4
FormulaFolio Investments
Michigan
$3.29M
5
AWS
5
AJ Wealth Strategies
New York
$6.53M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$33.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
GBA
5
Garrison Bradford & Associates
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CL
1
Cabana LLC
Arkansas
$39.6M 2,109,952 +1,979,805 +1,521%
Bank of America
2
Bank of America
North Carolina
$34.1M 1,816,045 +101,529 +6%
FIA
3
Foundations Investment Advisors
Arizona
$33.3M 1,772,136 -986,999 -36%
Morgan Stanley
4
Morgan Stanley
New York
$23.2M 1,237,388 +176,154 +17%
UBS Group
5
UBS Group
Switzerland
$16M 853,641 +5,594 +0.7%
LPL Financial
6
LPL Financial
California
$12.9M 686,658 +7,269 +1%
GI
7
Gradient Investments
Minnesota
$10.2M 544,433 +86,470 +19%
CAN
8
Claraphi Advisory Network
United States
$9.13M 486,022 +361,558 +290%
BAAM
9
Baker Avenue Asset Management
California
$8.97M 477,617 +10,009 +2%
Wells Fargo
10
Wells Fargo
California
$7.37M 392,412 +107,193 +38%
FCA
11
FinTrust Capital Advisors
South Carolina
$7.31M 389,192 -5,220 -1%
DIP
12
DT Investment Partners
Pennsylvania
$6.64M 353,266 +3,758 +1%
AWS
13
AJ Wealth Strategies
New York
$6.53M 347,526 +175,017 +101%
NSIM
14
North Star Investment Management
Illinois
$5.26M 280,224 -651 -0.2%
Asset Management One
15
Asset Management One
Japan
$4.66M 248,200 -5,300 -2%
AP
16
Appleton Partners
Massachusetts
$4M 213,007 -2,303 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.51M 186,939 +5,136 +3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3.35M 178,337 +8,372 +5%
FI
19
FormulaFolio Investments
Michigan
$3.29M 175,362 +175,362 New
MML Investors Services
20
MML Investors Services
Massachusetts
$3.12M 165,841 -26,262 -14%
NC
21
NewSquare Capital
Pennsylvania
$2.82M 150,290 -538 -0.4%
AG
22
Advisor Group
Arizona
$2.73M 145,362 +931 +0.6%
RJA
23
Raymond James & Associates
Florida
$2.71M 144,167 -2,028 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.68M 142,587 +2,824 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.63M 140,064 +3,064 +2%
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