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 %
LFAS
351
Level Four Advisory Services
Texas
$142K – – –
AWA
352
Alta Wealth Advisors
Massachusetts
$139K – – –
CWS
353
Cypress Wealth Services
California
$139K +$139K +11,858 New
PG
354
Prostatis Group
Maryland
$138K +$119 +10 +0.1%
CWC
355
Carolinas Wealth Consulting
North Carolina
$137K +$130 +11 +0.1%
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$136K -$9.62K -813 -7%
JWCA
357
J.W. Cole Advisors
Florida
$133K +$1.06K +89 +0.8%
RG
358
Rathbones Group
United Kingdom
$131K – – –
CFS
359
CRA Financial Services
New Jersey
$129K +$4.2K +353 +3%
OBWG
360
Onyx Bridge Wealth Group
New York
$127K -$1.04K -90 -0.8%
RWM
361
RBA Wealth Management
California
$126K -$16.8K -1,414 -12%
CF
362
Centaurus Financial
California
$126K +$18.6K +1,563 +17%
GM
363
GeoWealth Management
Illinois
$124K -$560K -46,674 -82%
Vontobel Holding
364
Vontobel Holding
Switzerland
$122K +$122K +10,250 New
MA
365
MCF Advisors
Kentucky
$120K -$8.95K -754 -7%
CFO
366
Collective Family Office
Pennsylvania
$119K – – –
PCM
367
Prelude Capital Management
New York
$119K +$119K +10,000 New
SL
368
Sentinus LLC
Illinois
$119K +$119K +10,001 New
GWSG
369
GPS Wealth Strategies Group
Colorado
$116K – – –
HCM
370
Highlander Capital Management
New Jersey
$115K -$1.98K -166 -2%
BAM
371
Bellevue Asset Management
Washington
$107K +$84 +7 +0.1%
GI
372
Gradient Investments
Minnesota
$105K +$99.7K +8,393 +1,865%
SAM
373
S.A. Mason
Michigan
$101K -$715 -60 -0.7%
TSWM
374
Tyler-Stone Wealth Management
Ohio
$91K +$343 +29 +0.4%
CHA
375
Carmichael Hill & Associates
Maryland
$87K – – –
13 14
15
16 17