PGX icon

Invesco Preferred ETF

461 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
53
Increased
143
Reduced
164
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
401
Franklin Resources
California
$24.9K
RWA
402
Redmont Wealth Advisors
Illinois
$23K
DJSG
403
D.J. St. Germain
Massachusetts
$22.5K
HBW
404
Hazlett, Burt & Watson
West Virginia
$21K -$3.1K -251 -13%
CAL
405
Capital Analysts LLC
Pennsylvania
$21K +$1.98K +162 +10%
Deutsche Bank
406
Deutsche Bank
Germany
$19.4K
LFG
407
Larson Financial Group
Missouri
$19.1K +$272 +22 +1%
FGC
408
Financial Gravity Companies
Texas
$18.5K +$18.5K +1,500 New
HNB
409
Hilltop National Bank
Wyoming
$18.4K
CFD
410
Creative Financial Designs
Indiana
$18.3K
BTI
411
Blue Trust Inc
Georgia
$18K -$2.66K -230 -13%
VWWMG
412
Vermillion & White Wealth Management Group
Pennsylvania
$16.5K
FFO
413
Fortitude Family Office
Arizona
$15.4K +$15.4K +1,250 New
JPWM
414
Jamison Private Wealth Management
Georgia
$15.3K
PGAM
415
Princeton Global Asset Management
New Jersey
$14.9K +$14.9K +1,206 New
SL
416
Salomon & Ludwin
Virginia
$14.2K
WB
417
Webster Bank
Connecticut
$13K
FRA
418
Front Row Advisors
California
$12.4K
DFA
419
DHJJ Financial Advisors
Illinois
$12.3K
RFS
420
Richardson Financial Services
Massachusetts
$12K +$5.98K +500 +100%
AA
421
AlphaMark Advisors
Kentucky
$11K
ATC
422
Adirondack Trust Company
New York
$9.88K -$4.32K -350 -30%
MRCM
423
M&R Capital Management
New Jersey
$9.87K
KOCAA
424
Knights of Columbus Asset Advisors
Connecticut
$9.87K +$9.87K +799 New
PCWA
425
Pacific Capital Wealth Advisors
California
$9.7K