PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$53.7M
2
Bank of America
2
Bank of America
North Carolina
$687M
3
Cohen & Steers
3
Cohen & Steers
New York
$31.3M
4
LPL Financial
4
LPL Financial
California
$85.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$107M
2
HI
2
Horizon Investments
North Carolina
$0
3
HCM
3
Hilton Capital Management
New York
$36M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
PI
5
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
401
Cedar Wealth Management
California
$71K – – –
EW
402
Evoke Wealth
California
$71K – – –
FFA
403
Founders Financial Alliance
North Carolina
$70K – – –
VBCG
404
Valley Brook Capital Group
Pennsylvania
$66K +$66K +4,350 New
WT
405
Whittier Trust
California
$64K +$62.9K +4,102 +5,543%
GLLW
406
Graves Light Lenhart Wealth
Virginia
$62K +$62K +4,071 New
PFSC
407
Peoples Financial Services Corp
Pennsylvania
$61K – – –
PO
408
Private Ocean
California
$61K +$15 +1 +0%
CWM
409
Curi Wealth Management
North Carolina
$61K +$61K +4,029 New
ICP
410
Interchange Capital Partners
Pennsylvania
$61K +$61K +4,030 New
Franklin Resources
411
Franklin Resources
California
$60K +$60K +3,900 New
AWA
412
Arkadios Wealth Advisors
Georgia
$59K – – –
CFA
413
Carroll Financial Associates
North Carolina
$58K – – –
AAM
414
Advisors Asset Management
Colorado
$58K +$12.8K +836 +28%
Simplex Trading
415
Simplex Trading
Illinois
$56K +$56K +3,695 New
RCA
416
Ranch Capital Advisors
Florida
$54K – – –
SA
417
SRH Advisors
Kansas
$53K – – –
DI
418
Disciplined Investments
Oklahoma
$51K – – –
SAM
419
S.A. Mason
Michigan
$51K +$76 +5 +0.1%
ME
420
McIlrath & Eck
Washington
$50K – – –
SIAG
421
Safeguard Investment Advisory Group
California
$50K +$50K +3,283 New
FMP
422
Financial Management Professionals
Texas
$47K +$2.19K +144 +5%
GEA
423
Glen Eagle Advisors
New Jersey
$46.4K +$595 +39 +1%
BWM
424
BerganKDV Wealth Management
Minnesota
$42K -$12.5K -818 -23%
HWA
425
HHM Wealth Advisors
Tennessee
$42K – – –
15 16
17
18 19