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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
KOCAA
426
Knights of Columbus Asset Advisors
Connecticut
$9.87K +$9.54K +799 New
PCWA
427
Pacific Capital Wealth Advisors
California
$9.7K – – –
VWM
428
Venturi Wealth Management
Texas
$9.43K +$8.06K +675 +767%
WIM
429
Westside Investment Management
California
$8.69K – – –
TSMHT
430
Thurston Springer Miller Herd & Titak
Indiana
$8.64K – – –
BCMLT
431
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.16K +$7.89K +661 New
RIL
432
Rothschild Investment LLC
Illinois
$7.99K – – –
APC
433
Aspire Private Capital
North Carolina
$6.5K – – –
RF
434
Robinswood Financial
Washington
$5.83K – – –
WWM
435
Wolff Wiese Magana
California
$5.59K – – –
Citadel Advisors
436
Citadel Advisors
Florida
$5.21K -$1.68M -141,078 -100%
MA
437
Montag & Associates
Georgia
$5.17K – – –
PFA
438
Pathway Financial Advisers
Indiana
$5.15K – – –
PA
439
Pineridge Advisors
Missouri
$3.81K +$3.68K +308 New
WP
440
WealthShield Partners
North Carolina
$3.79K – – –
GM
441
GeoWealth Management
Illinois
$3.42K +$3.31K +277 New
TCM
442
Tradewinds Capital Management
Washington
$2.78K +$2.69K +225 New
NL
443
NVWM LLC
Pennsylvania
$2.58K +$2.49K +209 New
SJIM
444
St. Johns Investment Management
Florida
$2.32K +$2.24K +188 New
CWP
445
Concord Wealth Partners
Virginia
$2.12K -$191 -16 -9%
CAS
446
Coppell Advisory Solutions
Texas
$2.08K – – –
NFA
447
Northwest Financial Advisors
Virginia
$2.04K +$1.97K +165 New
OC
448
Oakworth Capital
Alabama
$2.02K +$895 +75 +84%
BlackRock
449
BlackRock
New York
$2.01K +$1.95K +163 New
Cohen & Steers
450
Cohen & Steers
New York
$2K -$11.2M -939,250 -100%
16 17
18
19 20

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.