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Invesco Preferred ETF
PGX

464 hedge funds and large institutions have $2.16B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 144 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44,400% more call options, than puts

Call options by funds: $445K | Put options by funds: $1K

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $1.99B → $2.16B (+$168M)

1.69% more ownership

Funds ownership: 45.97% → 47.66% (+1.7%)

0% less funds holding

Funds holding: 466 → 464 (-2)

13% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 165

Holders
464
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
6.66%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
52
Increased
144
Reduced
165
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K

Top Buyers

1
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
+$38.2M
2
AA
ACT Advisors
North Carolina
+$16.8M
3
OPAM
Ocean Park Asset Management
California
+$14.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.4M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.91M

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$24.9M
2
Bessemer Group
Bessemer Group
New Jersey
-$19.2M
3
Cohen & Steers
Cohen & Steers
New York
-$11.2M
4
LPL Financial
LPL Financial
California
-$9.19M
5
SA
Stonebridge Advisors
Connecticut
-$7.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
251
First United Bank & Trust
Maryland
$263K -$48.3K -4,047 -16%
MIA
252
MainStreet Investment Advisors
Illinois
$263K +$11.5K +962 +5%
AL
253
ACAS LLC
California
$262K +$859 +72 +0.3%
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$258K +$41.5K +3,475 +20%
MFG
255
Merit Financial Group
Georgia
$257K -$32.7K -2,736 -12%
BRWA
256
B. Riley Wealth Advisors
Florida
$255K -$3.15K -264 -1%
WIM
257
WealthPlan Investment Management
Nebraska
$254K -$22.6K -1,896 -8%
SWA
258
Sax Wealth Advisors
New Jersey
$253K +$35.2K +2,946 +17%
PCA
259
Prosperity Capital Advisors
Ohio
$251K +$243K +20,363 New
EW
260
Evoke Wealth
California
$245K +$237K +19,848 New
SW
261
SkyOak Wealth
Michigan
$244K – – –
CAC
262
Cowen and Company
New York
$243K +$235K +19,700 New
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$243K -$13.2K -1,104 -5%
SAM
264
SignalPoint Asset Management
Missouri
$240K – – –
MFGM
265
Marshall Financial Group (Maryland)
Maryland
$235K – – –
CAM
266
Cresset Asset Management
Illinois
$232K +$2.27K +190 +1%
AF
267
Advisornet Financial
Minnesota
$231K +$1.8K +151 +0.8%
IAG
268
Investmark Advisory Group
Connecticut
$226K +$418 +35 +0.2%
CIA
269
Concurrent Investment Advisors
Florida
$223K +$215K +18,054 New
RW
270
RVW Wealth
California
$222K – – –
BCWM
271
Bartlett & Co Wealth Management
Ohio
$221K +$136K +11,437 +177%
CIA
272
Capital Investment Advisors
Georgia
$220K +$1.01K +85 +0.5%
BRIA
273
Balanced Rock Investment Advisors
Massachusetts
$220K -$9.5K -796 -4%
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$220K +$212K +17,777 New
OMC
275
Old Mission Capital
Illinois
$218K +$211K +17,663 New
9 10
11
12 13

PGX Hedge Fund Activity: Q3 2024 in Review

464 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Preferred ETF (PGX) for Q3 2024, worth a combined $2.16B — up 8.5% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PGX positions and 46 closed out — a net gain of 6 holders — while 144 added to existing stakes and 165 trimmed.

The largest buyer was Spectrum Asset Management (Connecticut), adding an estimated $38.2M. The largest seller was Apollon Wealth Management, cutting an estimated $24.9M.

  • 464 institutional investors held Invesco Preferred ETF (PGX) as of Q3 2024, down from 466 in Q2 2024.
  • Funds reported $2.16B of Invesco Preferred ETF stock for Q3 2024, up 8.5% quarter-over-quarter.
  • 52 funds opened new Invesco Preferred ETF positions in Q3 2024 and 46 closed out, a net change of +6 holders.
  • The largest Invesco Preferred ETF buyer in Q3 2024 was Spectrum Asset Management (Connecticut), an estimated $38.2M added.
  • The largest Invesco Preferred ETF seller in Q3 2024 was Apollon Wealth Management, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2024.