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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
DAM
451
Delta Asset Management
Tennessee
$1.98K – – –
AP
452
Aspect Partners
Virginia
$1.54K +$298 +25 +25%
LCM
453
Logan Capital Management
Pennsylvania
$1.13K +$12 +1 +1%
FPFS
454
First Personal Financial Services
North Carolina
$1.06K – – –
POIA
455
Pin Oak Investment Advisors
Texas
$1K – – –
SSB
456
Sandy Spring Bank
Maryland
$889 – – –
PA
457
PSI Advisors
Florida
$753 – – –
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$733 – – –
HGA
459
Hobbs Group Advisors
South Carolina
$729 – – –
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$618 – – –
CSWM
461
Cassady Schiller Wealth Management
Ohio
$519 – – –
HI
462
Horizon Investments
North Carolina
$418 +$406 +34 New
HIA
463
Harbor Investment Advisory
Maryland
$309 – – –
PFBT
464
Parkside Financial Bank & Trust
Missouri
$260 – – –
GEA
465
Glen Eagle Advisors
New Jersey
$161 – – –
Fidelity Investments
466
Fidelity Investments
Massachusetts
$124 +$84 +7 +233%
SA
467
Stonebridge Advisors
Connecticut
– -$7.61M -658,886 Closed
AP
468
Advisors Preferred
Maryland
– -$6.19M -537,040 Closed
LWM
469
Liberty Wealth Management
California
– -$237K -234,303 Closed
BCM
470
Bluefin Capital Management
New York
– -$1.63M -141,191 Closed
HF
471
HRT Financial
New York
– -$1.51M -130,836 Closed
CFSG
472
Community Financial Services Group
Vermont
– -$841K -72,800 Closed
TSS
473
Two Sigma Securities
New York
– -$754K -65,297 Closed
BJL
474
Brighton Jones LLC
Washington
– -$602K -52,115 Closed
WAM
475
Worth Asset Management
Texas
– -$510K -44,117 Closed
17 18
19
20 21

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.