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Invesco Preferred ETF
PGX

138 hedge funds and large institutions have $922M invested in Invesco Preferred ETF in 2013 Q2 according to their latest regulatory filings, with 138 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

36.08% more ownership

Funds ownership: 0% → 36.08% (+36%)

Holders
138
Holders Change
+138
Holders Change %
–
% of All Funds
4.5%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
138
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Covington Capital Management
California
$4.58M +$4.73M +321,188 New
TF
27
Tompkins Financial
New York
$4.05M +$4.18M +284,010 New
CCB
28
Cutter & Co Brokerage
Missouri
$3.79M +$3.92M +265,928 New
AAS
29
Annex Advisory Services
Wisconsin
$3.46M +$3.57M +242,486 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3.45M +$3.57M +242,061 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.68M +$2.77M +187,905 New
SSWM
32
Sheets Smith Wealth Management
North Carolina
$2.54M +$2.62M +178,000 New
SAMC
33
Shinko Asset Management Company
Japan
$2.54M +$2.62M +178,000 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$2.53M +$2.61M +177,231 New
BCI
35
Brinker Capital Investments
Pennsylvania
$2.49M +$2.57M +174,700 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.38M +$2.46M +166,902 New
MAA
37
Managed Account Advisors
New Jersey
$2.3M +$2.37M +161,180 New
B
38
Baird
Wisconsin
$2.18M +$2.25M +153,038 New
KFC
39
Klingenstein Fields & Co
New York
$2.08M +$2.15M +145,595 New
MFS
40
MSI Financial Services
Massachusetts
$2.07M +$2.14M +145,314 New
QA
41
Quantitative Advantage
Minnesota
$2.06M +$2.13M +144,453 New
TFA
42
Toth Financial Advisory
Virginia
$1.95M +$2.02M +136,807 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.85M +$1.91M +129,690 New
HighTower Advisors
44
HighTower Advisors
Illinois
$1.82M +$1.88M +127,796 New
RJA
45
Raymond James & Associates
Florida
$1.8M +$1.86M +125,967 New
HSA
46
HBK Sorce Advisory
Pennsylvania
$1.79M +$1.85M +125,570 New
KIA
47
KCM Investment Advisors
California
$1.69M +$1.74M +118,087 New
PWM
48
ParenteBeard Wealth Management
Pennsylvania
$1.65M +$1.71M +115,928 New
NL
49
NWAM LLC
Washington
$1.48M +$1.52M +103,451 New
PA
50
Pinnacle Associates
New York
$1.4M +$1.45M +98,099 New
1
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PGX Hedge Fund Activity: Q2 2013 in Review

138 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Preferred ETF (PGX) for Q2 2013, worth a combined $922M.

Buyers outnumbered sellers: 138 funds opened new PGX positions and 0 closed out — a net gain of 138 holders — while 0 added to existing stakes and 0 trimmed.

  • 138 institutional investors held Invesco Preferred ETF (PGX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $922M of Invesco Preferred ETF stock for Q2 2013.
  • 138 funds opened new Invesco Preferred ETF positions in Q2 2013 and 0 closed out, a net change of +138 holders.

Based on aggregated 13F filings for Q2 2013.