PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

136 hedge funds and large institutions have $712M invested in Invesco Preferred ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
29
Increased
31
Reduced
61
Closed
20
Calls
$923K
Puts
–
Net Calls
+$923K
Net Calls Change
+$923K

Top Buyers

1
Invesco
1
Invesco
Georgia
$63.3M
2
DFG
2
Delphi Financial Group
Delaware
$4.97M
3
KIA
3
KCM Investment Advisors
California
$3.38M
4
GC
4
Guggenheim Capital
Illinois
$7.69M
5
Citigroup
5
Citigroup
New York
$1.7M

Top Sellers

1
CC
1
Curian Capital
Colorado
$73.5M
2
HNB
2
Huntington National Bank
Ohio
$34M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$90.8M
4
Bank of America
4
Bank of America
North Carolina
$108M
5
FAAM
5
First Allied Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
26
KCM Investment Advisors
California
$3.38M +$1.75M +129,897 +107%
TF
27
Tompkins Financial
New York
$3.06M -$1.47M -109,013 -32%
CT
28
Coastline Trust
Rhode Island
$3M -$2.16M -160,850 -42%
MAA
29
Managed Account Advisors
New Jersey
$2.79M +$337K +25,041 +14%
BTS
30
BB&T Securities
Virginia
$2.78M -$628K -4,672 -18%
CCB
31
Cutter & Co Brokerage
Missouri
$2.74M -$735K -54,731 -21%
FMB
32
Field & Main Bank
Kentucky
$2.74M +$2.74M +203,600 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.7M +$155K +11,515 +6%
SAMC
34
Shinko Asset Management Company
Japan
$2.56M -$425K -31,600 -14%
SSWM
35
Sheets Smith Wealth Management
North Carolina
$2.39M – – –
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$2.15M -$305K -22,722 -12%
KFC
37
Klingenstein Fields & Co
New York
$1.98M +$18.8K +1,395 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.91M -$56.4K -4,194 -3%
Goldman Sachs
39
Goldman Sachs
New York
$1.83M -$836K -62,211 -31%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.71M -$120K -8,920 -7%
Citigroup
41
Citigroup
New York
$1.7M +$787K +58,511 +86%
PWM
42
ParenteBeard Wealth Management
Pennsylvania
$1.62M -$5.57K -414 -0.3%
MFS
43
MSI Financial Services
Massachusetts
$1.62M -$82.5K -6,136 -5%
TWM
44
Torch Wealth Management
Ohio
$1.55M +$1.55M +115,661 New
NL
45
NWAM LLC
Washington
$1.42M -$32.8K -2,443 -2%
LS
46
Lattice Strategies
Pennsylvania
$1.34M -$39.9K -2,970 -3%
PSW
47
Portfolio Strategies (Washington)
Washington
$1.32M +$1.32M +98,321 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.27M +$626K +46,630 +97%
VFS
49
VSR Financial Services
Kansas
$1.27M -$2.01M -149,651 -61%
BCI
50
Brinker Capital Investments
Pennsylvania
$1.19M – – –
1
2
3 4 5