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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
CPRC
276
Consolidated Portfolio Review Corp
New York
$216K – – –
CPL
277
CAP Partners LLC
Tennessee
$214K -$2.9K -243 -1%
JF
278
Joule Financial
Kentucky
$213K -$5.5K -461 -3%
RJT
279
Raymond James Trust
Florida
$212K -$64.4K -5,396 -24%
EA
280
Eclectic Associates
California
$210K +$2.91K +244 +1%
DAS
281
Diversify Advisory Services
Utah
$210K +$58.1K +4,867 +40%
IWM
282
IHT Wealth Management
Illinois
$205K -$1.43M -119,996 -88%
CLA
283
Carnegie Lake Advisors
New Jersey
$204K +$198K +16,552 New
BFAG
284
Blackston Financial Advisory Group
Florida
$199K +$192K +16,095 New
CFO
285
CVA Family Office
Colorado
$199K +$2.2K +184 +1%
PFGIA
286
Patriot Financial Group Insurance Agency
Massachusetts
$198K +$25K +2,094 +15%
PP
287
Prudential plc
United Kingdom
$198K -$286K -24,000 -60%
TSWM
288
Tyler-Stone Wealth Management
Ohio
$195K +$95.1K +7,967 +101%
SC
289
Sierra Capital
Florida
$189K -$159K -13,300 -46%
PWMAG
290
Pinnacle Wealth Management Advisory Group
New Jersey
$188K +$8.31K +696 +5%
ORC
291
O'Rourke & Company
Massachusetts
$186K -$107K -8,924 -37%
CAP
292
Columbia Advisory Partners
Washington
$186K +$20K +1,673 +12%
GG
293
GenWealth Group
New Jersey
$186K – – –
PFPT
294
Pinnacle Financial Partners (Tennessee)
Tennessee
$185K +$179K +15,000 New
HH
295
Hilltop Holdings
Texas
$185K -$24.4K -2,042 -12%
IA
296
IFG Advisory
Georgia
$182K +$107 +9 +0.1%
ASN
297
Advisory Services Network
Georgia
$182K – – –
LF
298
Lantz Financial
Illinois
$177K – – –
FI
299
Financial Insights
Washington
$175K +$169K +14,200 New
USWIA
300
UP Strategic Wealth Investment Advisors
Pennsylvania
$175K – – –
10 11
12
13 14

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.