We are live on ! Find out more
PGX icon

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
GJIA
351
Glass Jacobson Investment Advisors
Maryland
$118K -$8.12K -680 -7%
UB
352
UMB Bank
Missouri
$103K – – –
SAM
353
S.A. Mason
Michigan
$101K – – –
CWM
354
Consultiva Wealth Management
Puerto Rico
$99.9K – – –
RFA
355
Register Financial Advisors
Georgia
$93.7K +$537 +45 +0.6%
MSG
356
Main Street Group
Virginia
$88.8K +$60 +5 +0.1%
PA
357
Parallel Advisors
California
$85.8K +$728 +61 +0.9%
NB
358
NBT Bank
New York
$85.2K +$82.3K +6,900 New
BAM
359
Bellevue Asset Management
Washington
$83.7K +$60 +5 +0.1%
RF
360
Robbins Farley
New Hampshire
$83.3K +$5.08K +426 +7%
RPCA
361
Running Point Capital Advisors
California
$83K – – –
PCM
362
Palouse Capital Management
Washington
$82.9K -$2.17K -182 -3%
BSB
363
Bangor Savings Bank
Maine
$80.3K – – –
CIAS
364
Capital Investment Advisory Services
North Carolina
$79.1K +$60 +5 +0.1%
CHA
365
Carmichael Hill & Associates
Maryland
$72K – – –
Citigroup
366
Citigroup
New York
$68.9K +$66.5K +5,573 +139,325%
RA
367
Ransom Advisory
Rhode Island
$67.9K – – –
JIP
368
Jaffetilchin Investment Partners
Florida
$56.2K +$54.3K +4,552 New
HI
369
Harbour Investments
Wisconsin
$55.1K -$227 -19 -0.4%
PSB
370
Piscataqua Savings Bank
New Hampshire
$54.7K -$9.39K -787 -15%
CWM
371
Cedar Wealth Management
California
$54.7K – – –
BCM
372
Basso Capital Management
Connecticut
$52.6K -$72.3K -6,061 -59%
PFSC
373
Peoples Financial Services Corp
Pennsylvania
$49.4K – – –
SAM
374
Smartleaf Asset Management
Massachusetts
$49K +$46.9K +3,932 +49,150%
HWA
375
HHM Wealth Advisors
Tennessee
$48.8K +$29.3K +2,454 +164%
13 14
15
16 17

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.