PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$627M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$127M
3
Ameriprise
3
Ameriprise
Minnesota
$108M
4
LPL Financial
4
LPL Financial
California
$56.7M
5
SBWM
5
Sunflower Bank Wealth Management
Arizona
$5.53M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$36.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.47M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
251
Capital Investment Advisory Services
North Carolina
$162K +$1.49K +100 +0.9%
TCM
252
Traynor Capital Management
Pennsylvania
$159K -$6.58K -444 -4%
CA
253
Continuum Advisory
Idaho
$156K -$5.85K -393 -4%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$155K -$463K -31,283 -75%
BPM
255
Bowling Portfolio Management
Ohio
$155K – – –
SCP
256
Silverleafe Capital Partners
Tennessee
$155K +$155K +10,446 New
FAB
257
First American Bank
Illinois
$154K +$154K +10,340 New
PFC
258
Phocas Financial Corp
California
$149K +$149K +10,000 New
SIAS
259
Shine Investment Advisory Services
Colorado
$137K – – –
TWA
260
TCI Wealth Advisors
Arizona
$135K +$698 +47 +0.5%
ST
261
Smithfield Trust
Pennsylvania
$120K – – –
BWP
262
Baldwin Wealth Partners
Massachusetts
$120K – – –
PA
263
Parallel Advisors
California
$116K – – –
FFW
264
Fusion Family Wealth
New York
$96K -$44.1K -2,975 -31%
FGC
265
Financial Gravity Companies
Texas
$92K +$92K +6,367 New
HWP
266
Hefty Wealth Partners
Indiana
$90K – – –
SIS
267
Sound Income Strategies
Florida
$85K +$85K +5,869 New
CB
268
CNB Bank
Pennsylvania
$82K +$82K +5,508 New
NSIM
269
North Star Investment Management
Illinois
$71K +$56.4K +3,814 +386%
GI
270
Gradient Investments
Minnesota
$69K +$69K +4,639 New
CWM
271
Catamount Wealth Management
Connecticut
$67K – – –
AWA
272
Acorn Wealth Advisors
Michigan
$66K +$66K +4,427 New
ME
273
McIlrath & Eck
Washington
$65K +$65K +4,364 New
FHA
274
First Horizon Advisors
Tennessee
$61K +$23K +1,564 +60%
CA
275
Calton & Associates
Florida
$60K +$60K +4,162 New
9 10
11
12 13