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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
B
326
Bensler
Washington
$141K -$11.7K -977 -8%
EW
327
Elyxium Wealth
California
$140K +$135K +11,296 New
SF
328
Synovus Financial
Georgia
$138K +$134K +11,195 New
RWIA
329
Roger Wittlin Investment Advisory
California
$137K +$1.91K +160 +1%
QC
330
Quadrature Capital
United Kingdom
$137K +$680 +57 +0.5%
PG
331
Prostatis Group
Maryland
$137K +$12 +1 +0%
NSIM
332
North Star Investment Management
Illinois
$136K +$1.05K +88 +0.8%
DSC
333
Duncker Streett & Co
Missouri
$136K – – –
RG
334
Rathbones Group
United Kingdom
$136K – – –
BFG
335
Bleakley Financial Group
New Jersey
$136K – – –
BONH
336
Bank of New Hampshire
New Hampshire
$133K -$35.8K -3,000 -22%
SWA
337
Stratos Wealth Advisors
Ohio
$131K -$50.4K -4,223 -28%
ACM
338
AlphaStar Capital Management
North Carolina
$130K +$126K +10,529 New
CHJWM
339
Carlton Hofferkamp & Jenks Wealth Management
Texas
$130K – – –
BC
340
Burney Company
Virginia
$129K – – –
KA
341
Kovack Advisors
Florida
$129K -$21.3K -1,782 -15%
WB
342
WesBanco Bank
West Virginia
$128K – – –
CA
343
Calton & Associates
Florida
$128K +$124K +10,368 New
Vontobel Holding
344
Vontobel Holding
Switzerland
$127K – – –
BEI
345
Benjamin Edwards Inc
Missouri
$127K +$122K +10,242 New
CIA
346
Cladis Investment Advisory
Montana
$126K – – –
EIP
347
Ellis Investment Partners
Pennsylvania
$124K +$120K +10,028 New
CWS
348
Cypress Wealth Services
California
$124K – – –
MWM
349
Mattern Wealth Management
Kansas
$124K – – –
OFS
350
Orrstown Financial Services
Pennsylvania
$124K +$119K +10,000 New
12 13
14
15 16

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.