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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

185 hedge funds and large institutions have $212M invested in Invesco Financial Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 27 closing their positions.

Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
54
Reduced
66
Closed
27
Calls
$640K
Puts
$1.92M
Net Calls
-$1.28M
Net Calls Change
-$1.63M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.3M
2
Wells Fargo
2
Wells Fargo
California
$12.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.5M
4
CTA
4
Chesley Taft & Associates
Illinois
$1.73M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.69M

Top Sellers

1
CL
1
Cabana LLC
Arkansas
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
CAN
3
Claraphi Advisory Network
United States
$85K
4
Bank of America
4
Bank of America
North Carolina
$26.6M
5
BAAM
5
Baker Avenue Asset Management
California
$929K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$26.6M 1,577,129 -483,960 -23%
Morgan Stanley
2
Morgan Stanley
New York
$26.5M 1,571,749 +163,970 +12%
UBS Group
3
UBS Group
Switzerland
$13M 767,822 -82,622 -10%
Wells Fargo
4
Wells Fargo
California
$12.7M 749,451 +302,192 +68%
LPL Financial
5
LPL Financial
California
$12.4M 734,219 -3,622 -0.5%
GI
6
Gradient Investments
Minnesota
$10.1M 596,565 -36,340 -6%
FCA
7
FinTrust Capital Advisors
South Carolina
$6.01M 355,923 -29,838 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.3M 313,623 +313,623 New
NSIM
9
North Star Investment Management
Illinois
$4.87M 288,502 +7,916 +3%
Asset Management One
10
Asset Management One
Japan
$4.02M 238,143 -11,257 -5%
AP
11
Appleton Partners
Massachusetts
$3.68M 217,709 +3,292 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.53M 208,746 -613 -0.3%
RJA
13
Raymond James & Associates
Florida
$3.13M 185,182 +5,219 +3%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.1M 183,561 +13,448 +8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.41M 142,650 +626 +0.4%
SWIG
16
Strategic Wealth Investment Group
Kentucky
$2.37M 140,546 +14,581 +12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.34M 138,437 -7,875 -5%
PFA
18
Paradigm Financial Advisors
Missouri
$2.16M 127,906 +1,617 +1%
UCFA
19
United Capital Financial Advisors
Texas
$1.9M 112,726 +71,640 +174%
AWS
20
AJ Wealth Strategies
New York
$1.89M 112,042 -271,756 -71%
MA
21
Mutual Advisors
Nebraska
$1.86M 109,939 -1,912 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.76M 103,907 -23,802 -19%
CTA
23
Chesley Taft & Associates
Illinois
$1.73M 102,325 +102,325 New
Wolverine Trading
24
Wolverine Trading
Illinois
$1.69M 100,014 +100,014 New
CAN
25
Cetera Advisor Networks
California
$1.63M 96,201 +6,710 +7%
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