PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

470 hedge funds and large institutions have $1.99B invested in Invesco Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 131 increasing their positions, 190 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-23
Holders Change %
-4.67%
% of All Funds
8.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
43
Increased
131
Reduced
190
Closed
60
Calls
$397K
Puts
$265K
Net Calls
+$132K
Net Calls Change
-$663K

Top Buyers

1
AF
Allworth Financial
California
+$6.74M
2
First Trust Advisors
First Trust Advisors
Illinois
+$4.39M
3
Jane Street
Jane Street
New York
+$3.67M
4
Ameriprise
Ameriprise
Minnesota
+$3.43M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.33M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$52.2M
2
AA
Advisory Alpha
Michigan
-$19M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.6M
4
LPL Financial
LPL Financial
California
-$9.12M
5
CCA
Checchi Capital Advisers
California
-$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
301
Ellis Investment Partners
Pennsylvania
$198K +$2.79K +235 +1%
Neuberger Berman Group
302
Neuberger Berman Group
New York
$198K +$4.19K +353 +2%
MA
303
MUFG Americas
New York
$195K – – –
LF
304
Lantz Financial
Illinois
$192K -$11.9K -1,000 -6%
CSPAM
305
Cary Street Partners Asset Management
Virginia
$190K – – –
HIF
306
Hill Island Financial
Michigan
$187K +$2.62K +220 +1%
IWM
307
IHT Wealth Management
Illinois
$186K +$5.4K +455 +3%
EPWM
308
Essex Private Wealth Management
Massachusetts
$185K – – –
MIA
309
MainStreet Investment Advisors
Illinois
$185K – – –
UCFA
310
United Capital Financial Advisors
Texas
$184K +$7.99K +671 +5%
US Bancorp
311
US Bancorp
Minnesota
$182K +$110K +9,252 +154%
PFC
312
Phocas Financial Corp
California
$181K -$18.5K -1,550 -9%
VWA
313
V Wealth Advisors
Kansas
$181K +$8.56K +722 +5%
VFA
314
Valeo Financial Advisors
Indiana
$180K -$18.2K -1,536 -9%
RPCA
315
Running Point Capital Advisors
California
$180K +$61.2K +5,153 +52%
MGIA
316
Matthew Goff Investment Advisor
Texas
$179K -$2.59K -218 -1%
GG
317
GenWealth Group
New Jersey
$179K – – –
WCG
318
Weaver Consulting Group
California
$178K – – –
AWA
319
Amplius Wealth Advisors
Pennsylvania
$178K – – –
OPWM
320
Oxinas Partners Wealth Management
Indiana
$175K +$175K +14,729 New
PPP
321
Private Portfolio Partners
New Jersey
$174K -$32.1K -2,706 -16%
WSCM
322
Wellington Shields Capital Management
New York
$174K +$296 +25 +0.2%
BC
323
Burney Company
Virginia
$174K +$509 +43 +0.3%
BAM
324
Baldrige Asset Management
Pennsylvania
$173K – – –
RCAG
325
Rehmann Capital Advisory Group
Michigan
$169K +$547 +46 +0.3%
11 12
13
14 15